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

Consumer Reports is considered to be one of the better — if not the best — “neutral” product review publications. It recently released a report on electric vehicles and compared them to gasoline-powered autos.

It found that electric vehicles are not just less reliable, but they are far less reliable than vehicles powered by gasoline. Consumer Reports said EVs from 2021 through 2023 had nearly 80% more problems than vehicles with gasoline powered motors.

The battery and charging systems have the most problems. Other problems included body panels and interior parts that sometimes, don’t quite fit together.

The study notes that plug-in hybrids — those traveling on battery power at lower speeds before the gasoline part of the engine kicks in — are more prone to problems than vehicles that are fully electric.

Vehicles built in 2021 and 2022 had more than twice the rate of problems than internal combustion engines. The 2023 model year did much better with only 21% more problems than gasoline powered vehicles.

However, to give the manufacturers a bit of a break, the magazine did note that EV manufacturers are still trying to figure out how to construct power systems. So Consumer Report believes the reliability of such vehicles ought to improve in the future.

Jake Fisher heads up auto testing for Consumer Reports. While improvement may come in the future, right now consumers worry about reliability as well as the high cost of the vehicles and the fact that there aren’t that many charging stations, and charging often takes too long.

“This story is really one of growing pains,” he said. “It’s a story of just working out the bugs and the kinks of new technology.”

Source link: Insurance Journal —