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

Here’s an interesting poll.

The breakdown of whites, blacks, Asians and Hispanics is not surprising, what is surprising is that close to half of Californians think the United States has gone too far in “its attempt to give everyone equal rights.”

The poll was done by the California Community Poll and organized by Strategies 360 and the Los Angeles Times, the Center for Asian Americans United for Self Empowerment, Hispanas Organized for Political Equality, and the Los Angeles Urban League.

Most of those responding said they are quite proud of the diversity found in California and like the liberal outlook on how it’s governed. But there’s a “but” at the end of the response and the words “too far” are attached to that “but.”

Here are some stats:

  • 47% said the U.S. has overcorrected and gone too far in attempts to give everyone equal rights
  • 46% of those responding disagree and say there is no overcorrection or a too far

That 5% is a huge reversal from February of 2020 when just 42% thought the country was going too far. At that time, 48% disagreed.

As you can surmise, the results are split when it comes to race.

  • 53% of white respondents think the country has gone too far
  • Only 29% of black respondents felt that way
  • 48% of Asians agree we’ve gone too far
  • 44% of Hispanics agree

Much of the backlash — some think — are because of the reparations being pushed in California that many think are overly ambitious and over-the-top. At $800 billion, the payments are two-and-a-half times the total yearly budget of the state.

By the way, here is a link to the actual survey. Going through the questions asked in the survey is very interesting. Many are very, very happy with their local lives and their neighborhoods.

They seem very unhappy about how much it costs them to live, the high cost of healthcare, crime and public safety, the condition of California’s economy,

Source link: MSN —