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

Premiums for commercial insurance rose 8.9% in the second quarter of 2023. That’s a slight bump from the 8.8% we saw in the first quarter. It is the 23rd consecutive quarter where rates increased.

That’s the conclusion of the latest pricing survey from the Council of Agents & Brokers (CIAB). Property rates skyrocketed in the quarter but cyber liability and other lines did not rise as much.

Commercial property’s increases averaged 18.3%. That’s down from the 20.4% of the first quarter but is still very high. Natural catastrophe losses and inflation caused increase in property values are why.

Cyber premiums jumped 3.6%. That’s down from 8.4% in the first quarter and one of the biggest drops in prices seen in that line of insurance in a log time. Part of the reason is because insurers added more capacity.

Other lines:

  • Commercial auto — up 10.4% from 8.3% in the first quarter
  • Umbrella liability — rose 8.1% and down from 8.5% in the first quarter
  • General liability — increased 5.2% and that’s up from 4.6% in the first quarter
  • Work comp — fell 0.7% compared to a 0.5% drop in the first quarter

Ivans Insurance Services monthly survey for had similar results. It found commercial property rates rising 9.7% in July. That’s up from 9.3% in June.

  • Commercial auto — rose 6.6% compared to 6.5% in June
  • BOP — rose 7.8% while June’s figure was 7.6%

Some lines — however — saw decreases in pricing:

  • General liability — rates rose 5.4% compared to June’s 5.6%
  • Umbrella — up 4.9% when compared to June’s 5.9%
  • Workers’ compensation — dropped 0.5% in July compared to 0.7% in June

Source link: Business Insurance —

Source link: Business Insurance —