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:

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A couple of weeks ago an Oregon jury found Berkshire Hathaway’s PacifiCorp guilty of causing the Labor Day Fires in 2020. In finding PacifiCorp guilty of starting the four fires, the jurors gave between $3 million to $5 million to each of the 17 individual homeowners that filed suit.

Now that same jury is looking at punitive damages.

This story is being written on Monday, June 19th. Testimony resumes on Tuesday. PacifiCorp attorney, Alison Plessman said the final total could end up being 10 times the value of the company.

It has been set at $10.7 billion.

Referring to a different suit, she said if the people owning the 2,500 properties damaged in the fire each get an award of $4.5 million, that total of $11.25 billion will wipe out the company. Plaintiff lawyer, Tim DeJong disagrees. He said last year alone, PacifiCorp earned over $5.6 billion.

No matter what the decision, PacifiCorp said it will appeal.

By the way, this case marks the first time a class-action case against a major utility has gone to a jury.

Source link: Insurance Business America —