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

Daylight savings time confuses all of us. We know it’s kicks-in sometime in the spring and then out again in the late fall. Or is it early winter? Most of us have to think about whether we lose or gain an hour before remembering that — duh — we spring forward and fall back.

By the way, we’ve been doing the whole daytime savings time thing since 1918. Weekly Industry News didn’t look it up, but we suspect the practice was to help farmers who needed more daylight to harvest crops.

All that clock changing — experts in psychology say — is bad for our mental health. So Congress has ended the practice of bouncing around the clock, permanently. What  we will soon have, instead, is daytime savings time all the time.

The new law is the Sunshine Protection Act. It was passed in March of last year and after decades of clocks going back and forth, we’ll have permanent daylight savings time starting in November of this year.

Here are the positives — or so the promoters of the idea contend:

  • The extra hour of daylight keeps our homes warmer longer because we’re awake longer in the evening
  • A decade ago, estimates said carbon emissions in the U.S. will drop by 10.8 metric tons per year — that’s good
  • Energy demands will drop since most of us are still asleep at sunrise and that’s not true at sunset — also good
  • People feel safer outdoors when it’s light and it’s light longer with the permanent daylight savings time — can’t argue that one
  • Murder, rape, robbery happen more at night than during hours when it’s light — a frightening statistic, but with more light — good
  • And ending on a positive note, people can be outside longer — that’s very positive for mental health

Those are what promoters are calling the benefits. But a lot of us hate daylight savings time and would prefer we just stay on regular old, ordinary time. Here’s an example. The country tried permanent daylight savings time during the reign of President Richard Nixon. In 1973 he pushed Congress into making it ongoing as a response to the 1970s energy crisis.

The move was very unpopular with the people and in 1973, Congress voted to go back to the regular fall-spring thing and President Gerald Ford signed it into law. Time — no pun intended — will tell if the new grand experiment will actually work.

Source link: MSN —

Source link: MSN —