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

Challenger, Gray & Christmas tracks all things business. One of the items the business placement and executive coaching company follows is CEOs, and who’s going where, and sometimes, why.

Through the first nine-months of 2023, a total of 1,425 CEOs have left their jobs. It’s the highest nine-month total since Challenger started tracking this a decade ago, and is 47% more than the 969 leaving companies in the first three-quarters of 2022.

In the third-quarter alone, 518 CEOs left. That’s 166% higher than the 195 leaving last year in the third-quarter and is the most ever in a quarter. Challenger, Gray & Christmas Senior Vice President Andrew Challenger said that’s up 5.9% from this year’s second quarter.

“Companies are revving up for economic changes in the coming months,” Challenger said. “With the rise of labor costs and interest rates, companies are looking to new leaders.”

The good news for insurance is that not very many of the departing CEOs are from the business. It’s 16 in the third quarter of this year. In 2022 the number was 17.

Not much change. However, for other financial companies the 39% is quite high like the overall 47% exit increase.

The industries with the most departures is government and non-profit jobs. Exits in those two groups hit 85%. Hospitals saw CEOs leaving at a 67% jump. Technology companies sat around the yearly average at 45%.

Why are they leaving? Retirement accounts for 22% and 17% moved to another C-Suite or into another C-level role. Another 31% didn’t give a reason at all.

Source link: Carrier Management —