The Western Alliance is proud to announce CPIA designation courses will be available via webinar format beginning in January 2024 at  


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

Position for Success

Implement for Success

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

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

Accenture recently took an in depth — and very interesting — look insurance and customer service. It found that insurance is only viewed positively at the point a consumer needs help and how that help arrives.

Here’s the sad truth, 41% of policyholders plan on changing carriers after one claim. If they are dissatisfied with the outcome, 83% say they’ll move on. This conclusion comes from a survey done for Accenture by Hi Marley. That company did a study of 25,000 customer satisfaction surveys from 50 P&C firms.

Accenture also says it takes 9-times more money to get a new customer than to keep one so keeping one becomes critical and that leads us back to the Hi Marley study.

It broke down positive and negative claims experiences into four categories:

The timeliness of service and the resolution of that service


Process effectiveness

The attitude and the approach of the adjuster

When it comes to timeliness and resolution, both are critical for keeping customers satisfied. The one star reviews given by those surveyed were constantly about long wait times and the lack of response. Combined the surveys say 80% of customers will leave a carrier if they’re dissatisfied because of a slow response.

Communication — the study found — is also critical. Over a third — 34% — of those giving an insurer a one star review blamed poor or ineffective communication. Policyholders want to be in the loop — and as often as possible — through the whole process of settlement.

They also want easy ways to activate a claim and to text photos and communicate with an adjuster. A huge number — 82% — want to talk with a human being.

Process effectiveness still works best when a human being talks with a customer. Nothing beats it for a consumer. People also want the claims adjuster to be an advocate and not an opponent.

The approach of an adjuster is critical to keeping a customer. It drives 46% of the 5-star reviews and 34% of those giving a company a one star treatment.

Accenture’s conclusion is that insurance is a people-oriented business. The more contact people have with people in a company, the more likely the insurer is to keep that customer when renewal time comes.

Source link: Digital Insurance —

The PIA Western Alliance States of Montana & Idaho — Vaccine Employee Requirements

Last year the PIA Western Alliance state of Montana became the first state in the union to outlaw businesses forcing employees to be vaccinated against COVID in order to work. The bill was signed into law and Montana immediately got sued in federal court. Opponents felt employers ought to have the right to make that …

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