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

We — especially in the insurance industry — know that even if we’re not involved in auto crashes, they cost us money. Damages paid out by insurers are passed onto consumers via premium increases.

A study by the National Highway Traffic Safety Administration (NHTSA) said people not directly involved in a crash pay about 75% of all crash costs via premium hikes, taxes, traffic congestion because of a crash, excess fuel consumption and the impact of those crashes on the environment.

All total in 2019 — the latest year for crash figures — crashes cost 1.6% of the nation’s $21.4 trillion gross domestic product. Breaking it down, that number is $340 billion, or just a touch over $1,000 for each of the nation’s 328 million people.

BTW, agency administrator, Ann Carlson said the study showed the 2019 crashes killed 36,500 people and injured 4.5 million more. Over 23 million vehicles were damaged.

“This report drives home just how devastating traffic crashes are for families, and the economic burden they place on society,” she said.

Then Carlson switched to more current numbers. She said in 2021, close to 43,000 people died on U.S. streets, roads and highways. That’s the highest number in 16 years and a 10.5% increase over the 2020 figures.

Source link: Insurance Business America —