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

Older workers know what it’s like to have a dream job. Some of us got them, others did not. For men in the 1960s the popular jobs were being a pilot, a lawyer or a doctor. For women it was being a teacher, a secretary or a nurse.

Fantasy jobs included race car driver or a soldier for men, and women loved the idea of being a stewardess (flight attendant) or a fashion model.

Being a rock star, a politician or a drug dealer hit the fancy of some people in the 1970s. Many dream jobs ended up with the person being “the boss.” Being an actor, actress, or an entertainer happened for some, but being a doctor or a lawyer was a dream job for others.

Many made their dreams come true. Others did not.

Things are waaaayyyyy different today. Or are they? Remitly is a job site that looked at what jobs are being researched on Google these days across the United States, the United Kingdom and Canada.

Remitly’s business management director, Jago McKenzie said the dream jobs wished for today — as seen in over one million Google searches — aren’t much different than in the past.

“It’s clear that our desire for travel and exploration has not been dimmed by the past couple of years and becoming a pilot remains a much sought after lifestyle,” he said. “We see a huge range of different professions featuring prominently, including many that can be done solely online, from anywhere in the world.”

With that he noted the Great Resignation has more people looking for work. In fact, McKenzie said statistics from the employment website, Monster, shows that 96% of employees plan on finding a new job in 2023.

While that number might be a bit high, a huge percentage of people are looking.

“People are getting used to the idea of changing careers at least once in their lifetime as the flexibility to work online and retrain increases,” McKenzie said. “Some of the main reasons people seek a career move are for better work-life balance, higher pay and a more meaningful and fulfilling career.”

Here’s the list of non-traditional dream jobs wished for by people these days. Some aren’t all that much different from days past.

1. Pilot — Average global search volume: 930,630

2. Writer — Average global search volume: 801,200

3. Dancer — Average global search volume: 278,720

4. YouTuber — Average global search volume: 195,070

5. Entrepreneur — Average global search volume: 178,380

6. Actor — Average global search volume: 176,180

7. Influencer — Average global search volume: 159,180

8. Programmer — Average global search volume: 125,310

9. Singer — Average global search volume: 121,430

10. Teacher — Average global search volume: 114,950

Source link: Employee Benefit News —