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 annual Axios-Ipsos American Health Index is out. It looks at how we think about health and how it impacts us. Health — in the survey — includes drug use and guns and how we feel politically about those issues and others.

Pollster Cliff Young said Republicans think fentanyl and opioid addiction are the number-one health crisis facing the U.S. today. Democrats don’t see it that way but it does turn out to be the number-one ranked issue in the poll.

Concern about obesity and guns rank toward the top, too.

“Like everything else, public health is a tale of two Americas — one red, one blue,” Young said. “Governments must be nimble to talk about multiple public health issues at once.”

The results of the survey say his statement is very, very true. Which party, income and education levels cast a great chasm over how we feel about our health and what’s right or wrong with how health issues are addressed.

When it comes right down to it, the poll finds opioids are the biggest health concern of them all. That number is 26%. Obesity was the second largest threat at 21%. Guns and firearms ranked third.

Overwhelmingly, and as a whole, Americans want private health insurers to cover weight-loss drugs and want out-of-pocket costs for insulin to not top $35 a month. In an — as you know — deeply controversial issue, close to half of us — 47% — think insurers ought to cover transgender-related medical care.

That’s when the political divide shows up. Just 16% of Republicans feel that way and — no surprise — 77% of Democrats support the idea.

Obesity concerns are explained by education levels. Only 12% of those with no college say this is the biggest health threat we face. A bit over double of those with a bachelor degree or higher disagree and 30% think it is the biggest health threat facing the U.S.

Guns are part of the conversation. Of those living in urban settings, 22% think gun violence is their biggest concern. Suburban residents hit 17% and just 8% of those living in rural American think guns are the nation’s biggest health threat.

What Americans say is the current, greatest threat to U.S. public health


Democrats: 17%

Republicans: 37%

Overall: 26%


Democrats: 17%

Republicans: 25%

Overall: 21%

Guns or firearms access

Democrats: 35%

Republicans: 4%

Overall: 17%


Democrats: 9%

Republicans: 17%

Overall: 12%


Democrats: 9%

Republicans: 2%

Overall: 6%

Unsafe roads or driving

Democrats: 5%

Republicans: 3%

Overall: 4%

Smoking or tobacco products

Democrats: 2%

Republicans: 4%

Overall: 3%

Alcohol abuse

Democrats: 1%

Republicans: 1%

Overall: 2%

Source link: Axios —