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

Artificial intelligence has invaded the workplace. The malpractice insurer, EKG did a survey of employees and found 56% of them are using AI on a daily basis.

To find out exactly what employees are doing with AI, the AI productivity platform, Plus Docs took a look at Google’s AI searches over the last year. Plus Docs CEO Daniel Li said they were able to rank the searches one through nine.

“It is clear the most common use of AI is for writing-related tasks, which is what usually comes to mind when people think of the benefits of the technology,” Li said. “ChatGPT [for example] can be used to generate a first draft of a PowerPoint presentation, giving you a starting point to expand from and saving you time by cutting out the initial phase of pondering where to begin.”

AI writer topped the searches and averaged 61,833 searches a month. It’s almost 8x more than the second most searched, AI translation. The overwhelming number is no surprise because written tasks can be very time consuming.

However, Li warned, employers and employees need to be careful when using AI.

“It’s important not to become overly accepting of everything AI provides,” Li said. “You still need to fact-check, as AI may not be able to access the most up-to-date data and you may have to source this yourself. Finding this balance ensures you are still providing accurate information to your coworkers, whilst still speeding up the process.”

Heres’s the list:

AI writer

Monthly Google searches — 61,833

AI translation

Monthly Google searches — 8,658

Free AI writer

Monthly Google searches — 8,567

AI presentation maker

Monthly Google searches — 7,833


Monthly Google searches — 7,233

AI content writer

Monthly Google searches — 6,708

AI grammar check

Monthly Google searches — 5,283

AI email generator

Monthly Google searches — 4,583

AI research

Monthly Google searches — 4,233

Source link: Employee Benefit News —