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

As most of you know, close to half of new businesses fail in the first five years of existence. So, a lot of those business owners end up looking for jobs.

A study from Rutgers recently published in Personnel Psychology found that upon returning to the job market, a lot of those former business owners could face a hiring bias.

To most it’s a big surprise.

The study created fake resumes and presented them to 219 human resource recruiters in healthcare, software development, high-tech manufacturing and other businesses. The resumes were identical except for one qualification. Some of those fictional applicants were the owners of failed businesses.

Lead researcher Jie (Jasmine) Feng, Associate Professor of Human Resource Management at the Rutgers School of Management and Labor Relations said they presented the hiring people with three resumes and a job description and asked them for their hiring recommendation.

She said most were less-likely to recommend the former business owner than the others even though they all had equal qualifications for the job. “This difference is statistically significant across various firms and industries, suggesting a systematic bias against hiring former entrepreneurs,” Feng noted. “If you’re an entrepreneur, you raise more red flags.”

Feng’s colleague Danni Wang of the Rutgers Business School explained why these hiring professionals didn’t want to hire a former business owner. It’s because those people are used to being their own bosses.

“Entrepreneurs behave differently,” Wang said. “They value autonomy. They are used to making decisions on their own and taking risks. Some recruiters view that as a red flag. After all, large corporations like to minimize risks.”

Feng did note there are three exceptions from the hiring group. Women, recruiters who are new to the company and hiring professionals with experience owning their own businesses. 

“Women are more open to applicants with a different identity or a different set of experiences,” Feng said. “Newer recruiters are less constrained by organizational norms and more willing to consider an unconventional candidate. Former entrepreneurs can relate to those who have followed a similar path.”

Source link: Carrier Management —