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

California Insurance Commissioner Ricardo Lara is happy with another judge ruling that he has the authority to force California’s FAIR Plan to give homeowners the option of purchasing policies that are more comprehensive. FAIR Plan policies were mere barebones policies that do not include Difference in Conditions (DIC) policies.

This policy covers the discharge or the overflow of water into the home, liability, compensation for workers onsite, theft, falling objects, the weight of ice, snow or sleet, or other freezing and the loss of use of the home and the living expenses from that loss.

Lara ordered the FAIR Plan to begin offering those items and it has become a big part of Lara’s Sustainable Insurance Strategy. Modernizing the FAIR Plan — one introduced in 2021 — is a key part of that goal.

In 2021 Los Angeles Superior Court Judge Mary Strobel upheld the Commissioner’s authority to order the FAIR Plan to offer the increased coverage. The FAIR Plan appealed and last week Los Angeles Superior Court Judge Curtis Kin upheld Judge Strobel’s decision.

“This ruling is a win for homeowners and an essential part of our ongoing strategy during this unprecedented time in our state. It upholds my authority to implement measures that enhance the availability and affordability of insurance coverages for consumers,” Lara said. “While we continue to pursue long-term insurance solutions to safeguard Californians from climate change, it’s essential that homeowners have a strong short-term option in the California FAIR Plan.”

Until this positive decision, homeowners using the FAIR Plan had to purchase a DIC policy elsewhere which ended up costing them more money.

“Many FAIR Plan policyholders are seniors or families who cannot afford to pay these unexpected costs out-of-pocket. The sooner that the FAIR Plan can offer a more comprehensive policy option, the better for many Californians,” Lara added. “This ruling is a step forward in achieving a balanced and robust insurance market that meets the needs of Californians.”

Lara said the FAIR Plan insurers 330,000 homes and 40% of those policyholders do not have a DIC policy.

Source link: California Department of Insurance  —