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

The life and health insurer website, GetSure recently took an interesting survey. You can even say it was an intelligent look at how human beings look at artificial intelligence and insurance agents.

The bottom line — no to AI. When it comes to insurance agents — says GetSure CEO Rikin Shah — people want the real deal.

“AI is coming to insurance distribution and has the potential to do wonders for the customer experience,” he said. “Getting this right, however, will require open dialogue with consumers, and that’s exactly why we ran this survey.”

That’s really good news for the 1.6 million people in the U.S. that call themselves insurance agents.

GetSure’s survey polled 1,000 people about how they feel about working with an AI generated insurance agent. Only 9% of those polled said they are very comfortable with with the idea.

And 70% say they are completely uncomfortable.

“That’s a strong statement,” Shah said. “Consumers are telling us loud and clear that you couldn’t pay them to work with an AI.”

Here are two of the questions. The first is would you be comfortable with an AI insurance agent?

Yes, very comfortable  — 90 people or 9% of those surveyed

Yes, comfortable enough — 205 people or 21% of those surveyed

Neutral — 245 people or 25% of those surveyed

No, not comfortable enough — 280 people or 28% of those surveyed

No, very uncomfortable — 180 people or 18% of those surveyed

The second question. What concerns you most about having an AI as an insurance agent?

It may be biased, or it may discriminate — 260 of those surveyed or 13%

It may not give accurate recommendations — 590 of those surveyed or 31%

It may misuse my personal information — 425 of those surveyed or 22%

It is taking a job from a human — 530 of those surveyed or 27%

No concerns — 125 of those surveyed or 6%

Source link: Insurance Business America —