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

The Hawaii House and Senate have passed a bill that will get the state more firefighting equipment, and will also reestablish a state fire marshal. The bills are now on the desk of Hawaii Governor Josh Green.

He is expected to sign.

Rep. Kyle Yamashita is the chair of the House Finance Committee. He said the bill is another response to the fire on Maui that killed 101 people in Lahaina.

“I think that the biggest game changer is now, Hawaii is viewed as a wildfire state,” Yamashita said. “So we have to change our policies and procedures and what our departments have to do to mitigate some of the fuel and those kind of different things.”

The bill spends $172,000 on thestate fire marshal, an assistant and training. That person will be charged with reviewing and assessing fire risk over all of Hawaii. They will also work closely with county agencies to begin better enforcement of fire codes.

Here’s what else is contained in the bill:

  • $10 million goes to the Department of Land and Natural Resources for bulldozers, fire engines and water tanks
  • $1.4 million will hire 22 more staff for the department including mechanics, heavy equipment operators and a forester
  • The department will get $7.4M to take care of invasive grasses and other fire-fueling vegetation
  • $1 million will go to the University of Hawaii to use AI to put together a wildfire forecast system

Other spending includes $1 billion to cover various costs stemming from the Lahaina fire. This includes $500 million for housing for those displaced by the fire and $124 million for rental assistance.

A victim relief fund of $65 million has been approved for victim relief.

Source link: Associated Press —