The Western Alliance is proud to announce CPIA designation courses will be available via webinar format beginning in January 2024 at piawest.com.  

 

Check our calendar of events for course informatioin.  

Registrations will be open soon!

CPIA - Certified Professional Insurance Agent

Empowering Insurance Professionals into the Future

The CPIA designation is first-of-its-kind, hands-on, how-to training. To earn the CPIA designation candidates are required to participate in a series of three, one-day seminars THE BEST PART IS NO EXAMS!
Completion is due three years from the first course.

These seminars are designed to enhance the ability of producers, sales support staff, and company personnel to efficiently create and distribute effective insurance programs. Participants leave with ideas that will produce sales results immediately.

While not a requirement, it is recommended that courses are taken in order.E&O Discounts apply for Utica National Policy Holders.

Each of the 3 courses are approved for 7 CE in
AZ | CA | ID | MT | NM | NV | OR | WA

Course Modules

CPIA 1
Position for Success

CPIA 2
Implement for Success

CPIA 3
Sustain Success

During this workshop, participants focus on internal and external factors affecting
the creation of effective business development goals.

Factors discussed include:

current state of the insurance                 marketplace

competitive pressures

insurance carrier underwriting criteria

consumer expectations.

During this workshop, participants learn:

specific tools for analyzing consumer needs

how to utilize risk identification techniques to gather pertinent prospect
information

skills necessary to assimilate information gathered into customized coverage recommendations

how to prepare a complete submission

tips for preparing and presenting a comprehensive insurance proposal

This workshop focuses on fulfilling the implied promises contained in the insuring agreement.

Participants will:

review methods of providing evidence of insurance coverage

discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client complaints

learn how to calculate the lifetime value of a client and techniques for generating referrals.

CPIA Update Requirement

The Certified Professional Insurance Agent designation stands for professionalism, commitment to professional training and results, and technical knowledge. To maintain the right
to use the CPIA designation, designees must complete an update on an annual basis * or maintain a Ruby, Sapphire or Diamond level membership with the CPIA Program.

* CPIA 1, CPIA 2, CPIA 3, Special Topics:

An Agent’s Guide to Understanding and Mitigating Cyber Exposures

Disaster and Continuity Planning for Business and Families

An E&O Loss Control Program for Agencies

Though you can register up until — and even at — the event, the PIA Washington-Independent Insurance Agents & Brokers of Washington (IIABW) annual joint conference is September 26-29 in Spokane, Washington at the luxurious Davenport Grand Hotel.

Since 2011, the Washington Joint Conference has brought together the best the industry has to offer in education and networking. And take a look at the companies sending representatives to the conference:

AmTrust Insurance

AmWins Access Insurance

BankDirect Capital Finance/AFCO

Berkley Management Protection

Berkshire Hathaway GUARD Insurance

BTIS

Capital Premium Financing

Clear Risk Solutions

Cochrane & Company

CRC Group / CRC Insurance Services

ePayPolicy

FIRST Insurance Funding

Foremost

Hawksoft

Ideal Agriculture & Marine

Imperial PFS

Independent Insurance Agents & Brokers of WA

Independent Insurance Agents & Brokers of King and Snohomish Counties

Integrated Specialty

Liberty Mutual Insurance

Main Street America Insurance

Mutual of Enumclaw

National General, an Allstate Company

Oregon Mutual Insurance

People’s Premium Finance

Professional Insurance Agents Western Alliance

Prime Insurance Company

Red Shield

Risk Placement Services

Safeco Insurance

Sompo International/Frontier Bonding Service

Stonemark

Superior Underwriters

Suretybonds Market/South Coast Surety

Tapco Underwriters

The Life Office

Tokio Marine HCC – Surety Group

Travelers

Utica Mutual Insurance Group

Venture Insurance Programs

Victor Insurane Managers

Washington Fair Plan

XPT Specialty

This is a who’s who list of companies that not only support the PIA, but that support you! So agents/brokers and CSRs, this is the place to be next week.

Another plus, learning from industry experts via some excellent education and networking with fellow agents at one of the finest hotels in the Northwest.

You won’t want to miss the only annual statewide industry event in Washington.

Here is the registration form — https://bit.ly/44DHVgv

Here is information about the Davenport Grand Hotel — https://wajointconference.com/Hotel

And of course, no PIA Washington Conference is complete without an incredible golf tournament. Here is a link with some information on this year’s tourney — https://wajointconference.com/Golf

By the way, if you don’t want to attend the annual golf tournament, you can paint and sip at Pinot’s Palette.

If you need more information, click this link — https://wajointconference.com/Contact

PIA – IIABW Joint Conference — Still Time to Sponsor & Exhibit

No independent insurance agent conference tops the annual PIA Washington-Independent Insurance Agents & Brokers Washington (IIABW) conference. This year it’s in Spokane, Washington on September 27-29 at the incredible Davenport Grand Hotel. It’s the only conference that brings the best industry leaders and agents, brokers, CSRs and other insurance professionals together for networking, sharing information, …

PIA – IIABW Joint Conference — Still Time to Sponsor & Exhibit Read More »

Another PIA Conference: Working on Your Behalf — Always

The annual joint PIA Washington/Alaska-IIABW conference will be at the Davenport Grand Hotel in Spokane, Washington on September 27-29. Before you dive for your calendar, that’s a Wednesday, Thursday and Friday. Since 2011, the Washington Joint Conference has brought together the best the industry has to offer in education and networking. Nothing we do is …

Another PIA Conference: Working on Your Behalf — Always Read More »