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

Researchers at Wellsoon at Practice Plus Group talked to 2,000 adults about age. They wanted to know what these groups considered to be the age where you are considered old.

The most interesting answers came from the 18 to 27 year old group, Generation Z. That group says old age is the late 50s, and 20% of Gen Z thinks retirement means spending all your days lounging around in an armchair.

Another 16% think you just putter around.

Baby boomers totally disagree and 66% say they feel younger than their age. After all, 60 is the new 40. Some Boomers believe their active lifestyle helps them maintain that youthful spirit that says old age might not exist.

By the way, of all the generations, Boomers are the most active. They spend an average of four hours more outdoors after work than their Gen Z and Millennial counterparts. Here’s a fun fact:

  • 56% of baby boomers spend time exercising
  • Just 39% of people 18 to 27 do the same

“Older generations are extremely active, and many older people are more active than some of their younger friends and family members,” the Wellsoon news release said. “With almost half of younger people saying being too busy with work and too tired held them back from being more active. Older people are getting the most out of retirement and have reached an age where they’re comfortable in their own skin and appreciate their bodies and their health.”

While a lot of baby boomers say they feel more active and youthful, 37% said they would be more active if it weren’t for health issues and joints that don’t work quite as well as they used to work.

“We’ve always known that people coming to us for hip and knee replacements and hernia repair aren’t doing so to get back to their armchairs,” Wellsoon said. “They want to go dancing, cycling, hiking, they want to swim on holiday and run around in the park with their grandchildren.” The final advice from Wellsoon to millennials and Generation Z? Learn something from the baby boomers who truly do understand the definition of work-life balance.