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

It’s no secret, the two political parties that rule the U.S. cannot get along with each other. That they don’t get along is becoming more worrisome to the people. A new poll from the Bipartisan Policy Center/Morning Consult said the ever-growing acrimony between the parties has 82% of voters saying they’re worried about the state of democracy in the U.S.

  • 40% of that 82% are “very worried”

The poll also shows 84% of Republicans and 84% of Democrats saying they are worried and that leads us back to the two political parties.

  • 59% of those polled are not confident that the two parties can reach across the aisle and work with each other and pass bipartisan solutions to problems
  • 62% of Republicans feel that way
  • 50% of Democrats think that

All of this is wrapped around the spending bills to avoid a government shutdown. Congress is getting ready to recess for its annual August break. There won’t be a lot of time when it gets back into session in September to pass 11 of 12 spending bills by September 30th.

If they aren’t passed and signed by the president, the government shuts down.

The poll also took a look at what voters thought about other issues:

  • 67% think it’s “very important” for the two parties to pass bipartisan legislation affecting the economy
  • 88% say inflation is their number-one concern
  • 84% say inflation has impacted their spending habits and finances
  • 73% are concerned about losing their jobs because of the rise of artificial intelligence
  • 46% feel negative about the use of artificial intelligence

Source link: The Hill —