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

This is Weekly Industry News Editor Gary Wolcott’s opinion but you might likely agree. This may be one of — if not THE — dumbest decisions by a court that he has ever seen.

And he’s been a journalist for over 40 years.

If you aren’t familiar with the case, some background first. A couple of years ago a woman in Missouri sued GEICO saying she contracted a venereal disease in a car insured by the company.

The contracted VD was human papillomavirus, or HPV for those not knowing the definition, or needing a deeper one.

The woman said since she picked up HPV in the guy’s car and he didn’t tell her he was infected, GEICO is responsible because it insures damages done in the guy’s vehicle.

GEICO ignored her lawsuit threat, or took it very lightly, so that court gave her $2 million though she only sued for $1 million.

Later, GEICO sought arbitration and said what happened to the lady in that car had nothing to do with the company or the operation of the vehicle. Instead of getting what most of us think was a common sense decision, that court increased the award decision to $5.2 million.

That led to an appeal to the Missouri Supreme Court. GEICO now has a ruling that says the company should have been allowed to weigh into the issue sooner than it did and the court said this one needs to go back to the lower court for further evaluation.

GEICO — and most of us with a thread of common sense — think the lower court needs to toss this ridiculous lawsuit and the even dumber court decisions, out.

Source link: Insurance Business America —