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

California Governor Gavin Newsom says Insurance Commissioner Ricardo Lara’s insurance rate approval revamp is taking too long. Insurers have seen a request take a year or more and then not be approved.

Lara wants to have his plan done by the end of the year. Newsom says that’s not fast enough. He wants the California Legislature to step in and set a 60 day limit for insurers to get a decision for a rate increase request.

“We’ve got to move this process along,” Newsom said. “We can’t wait until December. We can’t. It should not take this long for emergency regulations. I almost have the temptation to do an additional executive order, but under the circumstances, I think working with the legislature on a trailer bill is more appropriate.”

Newsom made the statement late last week as more insurers added themselves to the list of those abandoning California. He’s also worried that California’s insurer of last resort, the state’s FAIR Plan now has $300 billion in exposure.

Much, much more than Newsom finds comfortable. Lara agrees that the state needs to move quickly and responded to Newsom’s statements.

“Time is of the essence,” he wrote. “We are working together with Governor Gavin Newsom and the Legislature on critical budget language that keeps us on track to get the job done, strengthen our insurance market for homeowners and businesses, and protect consumers.”

Source link: Insurance Business America —

Source link: Insurance Journal —