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

Sorry for the editorialized headline but this is — according to people in a lot of important circles — a very, very bad idea, and one that is gaining traction in California.

Backed by California Governor Gavin Newsom, the California Senate has passed a bill that will punish oil companies for profiting when gas prices go up at the pump. His hope is that the California House will pass it soon and it can be signed into law by the end of this month.

This is a response to price jumps that hit a record high average of $6.44 last summer. In some places in California drivers had to pay $8. At the time Newsom asked the Legislature to put a tax on the profits of the five oil companies that provide 97% of California’s auto fuel.

That idea went nowhere.

Cooler heads in the Legislature knew that would lead to chaos at the pump and could cause oil companies to produce less gasoline. That — as you know — would lead to higher prices and not lower prices at the pump.

Stopped in his tracks, Newsom and some legislators came up with a new, “improved” idea. This bill gives the California Energy Commission the power to decide if gas producers are overcharging and — if they are — it can put civil penalties in place to punish the companies for their profits.

To do that, the Legislature needs to empower the commission to be able to open the books of those oil companies. This bill even gives the energy commission the power to subpoena executives to testify as to why prices are rising.

At the end of 10 years, the bill’s author, Sen. Nancy Skinner of Berkeley said, the Legislature will audit the program to see it if “really” works. If not, it can be shut down unless the Legislature decides to keep it.

The bill has opposition like Republican Sen. Kelly Seyarto.

“To sum it all up, it’s our energy policy – our energy policy and our efforts to replace fossil fuel with all electric in a very, very short amount of time,” Seyarto said. “Why can’t we just tell our constituents that? That’s why your gas prices are so high.”

A quick look at what’s happening reveals the real causes for really high gas prices in California is state taxes and fees, and draconian environmental regulations. The state has the second highest tax rate in the country at 54 cents a gallon. And oil companies are forced to blend gasoline in a special way not found anywhere else in the country.

Western States Petroleum Association spokesman, Kevin Slagle said the idea is bad for consumers and will — in reality — cause prices to be higher and not lower. He said the bill will require oil companies to file a report on 15,000 transactions a day.

Slagle called it a “ridiculous level of reporting” and noted — as we just did — that California’s high gas prices are caused by laws and regulations that hinder, and do not help, the production of gasoline.

“Why does the governor want to jam this through? Clearly it’s because the details of this are not good for California consumers,” Slagle said. “They don’t address the problem, but it provides him a political win.”

Source link: Insurance Journal —