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

Weekly Industry News has done several stories since COVID hit about employee satisfaction. If the reports are true, we’re learned that employees are mostly an unhappy lot.

Many stories have us thinking that employees are satisfied with the work they do and that they’re totally burned out. That’s not always the case. Burned out employees are often quite satisfied with the work they’re doing.

But they’re just burned out.

A survey from the HR management company, isolved says 84% of the 1,100 full-time employees they talked to say they’re quite satisfied with their jobs. However, 65% of that 84% say they’re burned out.

That burnout, apparently, is impacting productivity because 72% say it has affected their on-the-job performance.

The report is titled Uncovering the Significant HR Trends of 2024 to Maximize Your Next-Best Step. It claims to identify the “needs and wants of the modern employee and how employers can better support their workforce.”

It might we worth considering since 58% of the 1,100 people interviewed say they plan to look for new job opportunities in the next year or so. Why?

  • 59% say they feel they have to work when they’re sick
  • 43% say they’d take a pay cut if they could find a better work-life balance
  • 25% say they work in a toxic environment

“Organizations are wise to dig deeper to unearth what’s on their employees’ minds and agendas,” the report said. “While investing in the right tools and technology is essential for a positive employee experience (EX), successful businesses will focus on creating an EX that matters, one that truly resonates with each member of their workforce.”

Lina Tonk is the Chief Experience Office at isolved.

“During a time when employees are facing higher workloads, increased pressures to perform, and a challenging economic environment, employers need to do more to mitigate the effects of burnout on their workforce,” she said. “Pressures on exhausted and unmotivated employees trickle into employee productivity [and] the experience they provide customers.”

Tonk said the16-page report has findings employers need to keep in mind:

  • 88% of employees say it’s important for them to have a job they find personally fulfilling
  • 53% want their employer to find them opportunities to develop their skills
  • 52% want a more flexible work environment
  • 19% want improved internal communications
  • 18% say that takes priority paying them market value

“Employers have to invest in programs that support employee mental health by empowering them with coping skills to deal with stress and encouraging setting better boundaries,” Tonk said. “But the responsibility isn’t solely on employees. Workplace leaders must be trained to spot employees suffering from burnout and establish an environment where they discuss their bandwidth with managers truthfully. Managers must show compassion and empathy to create a culture where employees can communicate feelings of burnout and what they need to thrive to create a strong foundation for a healthy, resilient, and strong work environment.”

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