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 state of Oregon released a draft of the communities most at risk from wildfires. It was very specific about areas within those cities. A glance at the map, and the accompanying explanation, appeared to assign high risk to areas, and to home and business owners, where the risk may have been negligible.

So the Oregon Department of Forestry withdrew the map and said it would do a modification. It is supposed to be released in March of this year.

However, it appears that it might be put off because some members of Oregon’s Legislature are introducing bills to radically change the conclusions of the map, or — in some minds — do away with it entirely.

The map came about from legislation introduced by Oregon Senator Jeff Golden. He’s not in favor of major changes and has introduced new legislation to fix his original concept.

“I will not support efforts to eliminate the maps altogether because we need those to focus our limited dollars and get them where they’re needed,” Golden said. “But the maps could play a very different role than the public thought they were playing last summer.”

Golden’s goal is to have a new draft of the map available by June. That gives the Oregon Department of Forestry time to get more input from the public on the map. 

“We’re also going to open the process up so that people understand the kind of criteria and assumptions that shape these maps,” Golden said.

Republicans in Oregon’s Legislature want to keep the Oregon Department of Forestry from overseeing how the new map is developed.

On the insurance side of things, Golden said most insurance companies aren’t planning on using the state map to set rates. They already have their own plans so Golden has introduced new legislation to make sure insurers do not use information from the maps to set rates.

And he wants insurers to be forced to set rates based on incentives homeowners and businesses use to fireproof their properties.

“We want successful neighborhood projects to qualify their members for favorable treatment from the insurance industry, when it comes to premiums or availability of coverage,” he said. “Which is going to continue to be a huge challenge because of the era of wildfire that we’re in.”

The senator noted the best way to make sure homeowners have access to rates that are affordable is to work with insurance companies to prove their communities are safe, or safer, from fire.

Source link: OPB — http://bit.ly/3wLINA6