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

Last year the PIA Western Alliance state of New Mexico saw the worst wildfire in its history caused by a “controlled” burn done by the U.S. Forest Service. It forced thousands of residents in the Sangre de Cristo mountain range to flee from their homes as it burned over 530 square miles.

Compensation for the damages has been slow coming.

And now the U.S. Forest Service admits to mismanaging another fire in New Mexico — also late last year — that burned out of control near Los Alamos. Both fires have caused the department to reevaluate how it does prescribed — or, as they also call them, controlled — burns.

Environmentalists say both fires will impact the state for generations to come.

Generations or not, many people in the state are hurting because of the fires, and while Congress has stepped in and put close to $4 billion into a pot to help victims become whole, the process has been too slow and the complaints keep piling up.

Claims office director, Angela Gladwell says she has 90 people on her staff and more will soon be joining her office. She said, so far, over 1,600 loss notices have been filed and her office is now processing about $50 million in claims.

Gladwell says it will take five to six years before it’s all said and done. “We’re excited because this funding will begin to provide some much needed relief to our claimants who have been patiently waiting for an opportunity to start recovering,” Gladwell said.

Her office is also working with the National Flood Insurance Program (NFIP). Flooding is a big concern because of the destruction of trees and other plants. Plus, the summer rainy season is here. The claims office will be paying for five-years of flood insurance for claimants wanting such insurance.

To date 350 requests have been made, and a lot of them have already been approved.

New Mexico Governor Michelle Lujan Grisham — a Democrat — has been involved in pushing the Biden administration forward. Even though payments are now flowing, the governor’s spokeswoman Caroline Sweeney says the Federal Emergency Management Agency (FEMA) — who is managing the payments — needs to move faster. 

“While we’re glad to see these funds finally start flowing, the federal government has a long way to go to meet its commitment to make impacted New Mexicans whole,” Sweeney said.

In the meantime, Congress is putting pressure on the Forest Service to do a better job managing wildfires.

Source link: Insurance Business America — https://bit.ly/3DMfBwn