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


Early this year Lending Tree did a survey. It wanted to know about plans to move. Of the over 2,100 people surveyed, 40% said they planned on changing locations in 2022. Some wanted to change cities. Others just wanted a change of housing.

Close to half — 46% — of those thinking of moving want to buy. The other half either isn’t sure, or they’re going to rent or lease.

Here’s who’s wanting to move:

  • *62% of Generation Z (born 1997 to 2012) want a new location
  • *53% of millennials (born 1981 to 1996) want a new location
  • *53% of those working remotely
  • *52% of renters
  • *50% of parents with young children

    Most people want to move because they need more space and they have a list of must-haves:

  • *54% need something pet-friendly
  • *49% want more outdoor space
  • *43% have to have a bigger kitchen

    Where to move?

  • *21% are thinking of moving within their current city
  • *11% want to go elsewhere in the state
  • *8% want to change states

    For those planning on moving:

  • *44% of men want to move
  • *34% of women want to move
  • *25% of men want to stay in the same city
  • *17% of women want to stay in the same city

    And here’s why:

  • *Current home is too small — 26%
  • *Fulfill dream of homeownership — 17%
  • *Current home is too expensive — 16%
  • *Looking for different features in a home — 16%
  • *Moving to a more affordable area with lower cost of living — 15%
  • *Looking for different city or state — 15%
  • *Be closer to loved ones — 15%
  • *A new job — 14%
  • *Looking for an area with less crime — 10%
  • *Move to join a partner or spouse — 9%
  • *Working remotely no longer tethered to an office — 6%
  • *Better school district for kids — 6%

    Here’s a closer look at the must-haves:

  • *Pet friendly — 54%
  • *Outdoor space — 49%
  • *Large kitchen — 43%
  • *Good school district — 42%
  • *Covered parking — 38%
  • *Guest bedroom — 38%
  • *More square footage — 32%
  • *Close to a park — 28%
  • *Office space — 25%

Source link: Lending Tree

Well-Being — Even Executives are Impacted These Days

  We read a lot about the well-being of employees and how concerned employers are for them. Very little is said about how tough it is these days for executives, managers, supervisors and what some call, “senior leadership.” The consultant firm, Deloitte recently did a survey about senior leadership. The results are disturbing but not …

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