From the President
Join PIANC for Advocacy Day 2022. I’ll tell you how important it is to participate in this awesome event. It’s hard to get the opportunity to ‘bend the ear’ of a legislator due to geographic separation and just strict time restraints. This day is organized by PIA National Staff and is comprised of 20-30 minute virtual meetings. We can easily fit in 4-5 meetings in less than a day leaving you time to still get work done. Learn more at the link below.
On April 26th, we will hold our 1st Annual Golf Tournament at Bryan Park in Greensboro. This is a charity event with the net proceeds going to Victory Junction. Spots are limited so sign up today at www.pianc.net .
I also encourage you to check out our Annual Conference in Winston Salem, NC. The dates are August 24th & 25th in downtown Winston Salem at the Benton Convention Center. This is a great time to network with other agents and with our carrier partners while getting 12 hours of CE. It will be here before you know it so register now at www.pianc.net. This event is FREE for members.
Keith Hayes, AAI, CPIA
Welcome New Member
Towne Insurance Agency
Thank You Renewing Members
Catawba Valley Insurance Agency
Carmel Commons Insurance Agency
Brock & Associates
CharSan Insurance & Consulting
Neumann Insurance Service 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
This Month's Articles
Postings are free for PIANC members and $100/post for non-members.
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.
"Learning how to be still, to really be still and let life happen—that stillness becomes a radiance."