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

Most of us make a new year’s resolution every year. Very few of us keep them, but that’s the point of a subject for another time. This story involves one word that will capture the mission of insurance — insurers and agents — for 2023.

The idea came from the insurance magazine, Insurance Business America. The publication finds the end of any year, and the beginning of the next one, to be a time of reflection, anticipation and hope. At the same time, most of us look deeply at the lessons we learned in the year just left behind, try to fix what’s broken and take that success into the year to follow.

For insurance, 2022 was a big challenge. Inflation and economic uncertainty topped the worry list. Supply chain issues came second and that impacted nearly every line of insurance.

Every year both agencies and companies deal with the keeping and finding employees. COVID brought huge changes to the work place and how we work. Many employees got used to working remotely and are now reluctantly being pushed back into offices.

Those are just a few of the issues the industry faced.

One of the people asked for a word is PIA National Executive Vice President Mike Becker. His word is resilience.

“There have always been times of economic uncertainty, catastrophes, turmoil, consolidation, and evolution. The industry, and specifically the independent agent channel, has always come through,” he told Insurance Business America’s editors. “They have adapted and succeeded by keeping the customer at the forefront. They’ve always focused on how to best serve their customers, and they’ve been able to use that resiliency to overcome hurdles over the long history of this industry. I think they have always been resilient and going into 2023, they will continue to be.”

Source link: Insurance Business America —