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

A new poll from Gallup looked at how we feel about healthcare and the U.S. healthcare system. Just 48% say the system is excellent or good. That means more than half of us have a very low opinion of the healthcare we’re getting.

It’s the first times since 2001 that Americans have been on the negative side on the issue. That said, our opinion has been slowly dropping since 2012 when 62% of us had a positive opinion.

Since 2012 the views of the positive side have sat around 55%. Last year it fell to 50% and now has dropped to 48%.

Gallup has found the biggest drop to be with Republicans who’ve put thumbs down on healthcare since President Trump left office. In 2019 the tally was 75% of Republicans approving of how healthcare is done in the U.S. Today, just 56% of Republicans say it’s good or excellent.

Traditionally, Democrats aren’t all that satisfied with the system and this year their level of satisfaction is 46%.

One of the big problems people have with healthcare in the U.S. is the price. Just 24% say they’re happy with how much total healthcare costs. Of those appreciating the cost, 56% say they’re satisfied with the price they pay for healthcare.

That’s also the lowest number since 2016.

Source link: The Hill —