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

While Weekly Industry News editor, Gary Wolcott was writing this story, his computer was attacked by spammers and scammers attempting to get him to log into a site to save his data.

He didn’t fall for it and — as he’s writing this story — the computer is working just fine, and, to his knowledge, none of his vital information has been stolen. At least so far but he’ll be checking with his bank and credit agencies.

It’s the “at least so far” quote from him that is the big concern, and should be yours, too. Here’s why. Last year — 2023 — saw history’s largest number of healthcare breaches.

Translated, that means that 1/3 of us, or one in three, had our health records compromised by cyber criminals. Those providers, and the vendors they use, often paid huge ransoms to get back control of their systems.

How bad is it? The 133 million of us who are victims saw the loss of information that almost always includes Social Security numbers, credit card information and other financial records as well as birth dates, addresses, email addresses and more.

The HIPAA Journal says there were an average of two health care provider attacks per day last year. Those thefts averaged about 500 records each.

It’s a problem that’s growing worse.

United HealthCare’s insurance billing company, Change Healthcare suffered a massive data breach on February 21st. It has caused major problems with health insurance billing, claims filed and left six terabytes of the company’s data banks vulnerable. That data includes healthcare records, patient financial information, Social Security numbers, claims information and other sensitive information.

To satisfy the cybergang ALPHV/Blackcat, United Healthcare paid the criminals $22 million in cryptocurrency.

In the meantime, United Healthcare has taken many of its critical systems offline including the system for prescription drug claims. That means many patients have having to pay out of pocket for their drugs because pharmacists and pharmacies cannot get insurance verification.

Oddly, Blackcat has now turned off its website and many of the criminals associated with the cyber attack outfit claim they haven’t been paid their share of the United Healthcare booty.

Last July HCA Healthcare was hacked and the records of over 11 million people were compromised. It was last year’s largest breach.

The cyber criminals sell that personal information on the dark web, and other places, and help other criminals open up credit and debit card accounts in the name of the victims. It can take years for those victims to clear things up.

Source link: USA TODAY —

Source link: PR Newswire —