From the President
Welcome to Spring! It’s time of renewal and new growth, and those darn allergies!
Here at PIA, we are rolling out many educational opportunities. Check out our website for a list of classes: in-person, hybrid and online.
Spring leads to summer, and that turns our attention to the 85th PIA VA/DC convention in Virginia Beach, VA June 29th and 30th. The two days promise to be Above and Beyond! The format packs in amazing topics to assist your agency with rocketing into the future, along with in person visits with our carrier partners. We have planned a social media workshop that allows you to make your own promo. There will also be many amazing speakers including Billy Wagner and Brandon Smith.
Convention registration is open, so don’t miss out on the discounts for registering early. We will be meeting at the newly renovated Sheraton Hotel. Check out the photos of the remodeled Sheraton Hotel on the PIA VA/DC website.
Looking forward to seeing everyone of you in June!
Carla J. Marks, CIC, CISR
Welcome New Members
Ballard Insurance Agency, Inc.;
Cedar Bluff, VA
Francis E. Imobisa Insurance Agency;
Interested in earning the CPIA designation?
The AIMS Society's Certified Professional Insurance Agent (CPIA) Designation is the 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 Insurance Success Seminars. 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 increased sales results immediately.
- In order to earn your CPIA designation, you must complete all 3 seminars within three years from the date of the firs course.
- Courses may be taken in any order.
- Those interested in earning CE or a CPIA update may also take any of the 3 core seminars. Likewise, there are other CPIA courses available for such
CPIA 1 - Position for Success
Course objectives: During this program, participants are encouraged to focus on internal and external factors affecting the development of effective business development plans. Factors discussed include a review of the state of the insurance marketplace; analysis of competitive pressures; necessary insurance carrier underwriting criteria; and consumer expectations and understanding. Throughout each section of the workshop material, tips for preventing Errors & Omissions are highlighted and discussed.
CPIA 2 - Implement for Success
During this session participants will be provided with specific tools for analyzing consumer needs; will learn to utilize risk identification techniques to gather pertinent prospect information; will develop skills necessary to assimilate information gathered into a customized protection program; and will participate in exercises designed to promote effective delivery proven solutions.
CPIA 3 - Sustain Success
This program focuses on fulfilling the implied promises contained in the insuring agreement. Students will review methods of providing evidence of insurance coverage; will discuss policies and procedures for controlling E&O including policy review and delivery, endorsements, claims-processing, and handling of client complaints. This course includes a review of the Professional Expectations; the Law of Agency; and Legal and Ethical Standards.
Additional CPIA Courses
- Disaster and Business Continuity Planning
- E&O Loss Control Program for Agencies (qualifies as an approved E&O loss control seminar by Utica National Insurance).
- Insurance Implications of Cyber Security
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This Month's Articles for You
Outstanding CSR Nominations Now Being Accepted
The Outstanding CSR of the Year award® is given to an exceptional insurance professional who has distinguished themselves through their commitment and contributions to the industry. The competition is open to any insurance customer service representative or an insurance professional primarily responsible for customer service.
Nominate your best customer services representatives or account managers to compete for the Outstanding CSR of the Year® award. The competition is open to any insurance customer service representatives, account managers or candidates primarily responsible for customer service. Candidates interested in participating in the competition may also nominate themselves.
From PIA National
Get Better at Building and Growing Relationships Online
79% of agents said they do not think the online environment is conducive to establishing trust with clients, according to a recent PIA survey. Many agencies have developed relationships with clients in person over time. But what happens when those tried-and-true tactics aren’t all available to you—like in a pandemic?
The Agent Experience is a tool designed to help you use digital technologies to strengthen and grow your customer relationships. The toolkit contains videos of agents’ real-life experiences, tip sheets, and a resource hub to help you build and grow relationships online.
Postings are free for PIAVADC members.
"Learning how to be still, to really be still and let life happen—that stillness becomes a radiance."