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

COVID’s damages keep on coming. It killed millions in the U.S. and around the world, and nearly caused a global financial depression. The jury still isn’t out on the possibility that COVID’s long fingers won’t actually lead us into one.

A report from CNBC said from the beginning of COVID to now, the disease may have cost the U.S. economy $3.7 trillion.

On average, the yearly cost for those who contracted the disease could hit $9,000.

The CNBC numbers come from Harvard economist, David Cutler. His conclusions come from his research on chronic fatigue syndrome. It closely mirrors what COVID does to people and the symptoms and treatments are about the same.

Cutler’s totals include costs to the quality of life, earnings significantly reduced and a big jump in medical expenses for COVID’s victims. He thinks individual costs will go from $3,700 a year to $14,000 which led to his average estimate of $9,000.

Motley Fool added another cost to Cutler’s totals. It estimates that a lot of people who lost jobs during COVID ended up having to cash in retirement funds to help support themselves. In doing so, they lost employer matching money and the savings in taxes.

Looking at COVID’s costs from the workers’ compensation side, the NCCI said work comp averages for COVID hit $216,000 per claim. That’s way above the average of $53,000 for other issues.

Neither of those issues are in Cutler’s figures so COVID’s hit on the economy could be even higher than his estimate of $3.7 trillion.

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