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

Generation Z consists of people born between 1996 and 2012. Their idea of how the workplace should work is often radically different than that of previous generations. The closest to the attitude of this group is the millennials.

A huge percentage — though they like their employer — are always looking for work. So are many millennials. The baby boomer and Generation X workers are much more aligned to a traditional workplace.

This is the percentage of the different generations that are looking for work:

  • Gen Z — 62%
  • Millennials — 60%
  • Gen X — 40%
  • Boomers — 31%

This information comes from a study done by the international management firm, Oliver Wyman. It notes that loyalty is one of the first things to consider when hiring someone in Generation Z. Here’s why:

  • 70% of those saying they’re loyal to their employers are still seeking new jobs
  • 45% of Generation Z workers have side hustles ranging from formal to informal
  • 38% are dissatisfied with the lack of clarity around advancement in the company

And the biggest — and maybe most important — number:

  • 85% prefer a hybrid mix of remote and office work

By the way, Gen Z currently makes up 15% of the U.S. workforce. They’ll be 31% by 2031.

There is some good news from Oliver Wyman’s experts. Gen Zers are flexible and can often easily balance a lot of jobs at once. Sadly, the positives of this multitasking, and their adaptability, is offset by the negatives. And that’s found in the 70% that are loyal to their employers but that are looking for a new job or jobs. 

An important reason — 37% say they’re not adequately compensated for their job.

Source link: MSN —

Source link: Visual Capitalists —