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 survey by The Jacobson Group and Ward finds most insurers are fairly positive about the shape of business in the next 12 months. Most — 67% — say they will increase staff.

Property-casualty line insurers are — at 69% — the most likely to hire.

When it comes to business and people, commercial insurers the most optimistic on revenue generation. A high percentage — 81% — are expecting growth. That compares to 78% of the balanced lines companies and 67% of personal lines insurers.

Life and health insurers had the highest positive numbers and 93% said they expect increases in revenue. About half of the companies said changes in market share are driving that optimism.

Jacobson and Ward said the survey shows that staff increases in the next year are because of increases in business volume and 37% said that’s why they’re going to hire.

The hiring needs vary. Smaller insurance companies need help in claims and technology. Life and health insurers want help in technology, sales, marketing and actuarial.

When it comes to hiring, 92% of the insurers responding said they’re offering a hybrid work schedule. A high percentage of companies — 69% — said they will allow new employees to be full-time remote. Another 52% said they’d offer a flexible schedule to new employees.

That said, 72% said they expect new employees to spend at least one day a week in the office.

  • Personal lines are most likely to offer remote work — 40%
  • Commercial lines offering remote work — 30%
  • Balanced lines offering remote work — 19%

Only smaller insurance companies are demanding that employees be in the office most of the time. The percentage there is 9%. Oddly, smaller companies are also the most likely to offer full-time remote work.

Some 30% said they’d do that.

Source link: Insurance News Net