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

Lots of us travel during the holidays. Mostly it’s to visit family or friends. Some live close to us and we drive. Others are not so close and we fly.

Or we go to Europe.

Allianz Partners took a look at holiday travel and found that more of us are planning on going to Europe over the holidays than last year. The 2023 European Holiday Destination Index finds trips planned to Europe this year is 21% higher than 2022.

Outside of holiday travel, trips planned to Europe are 61% higher than last year.

London, England remains the top choice for holiday travel, and for travel the year round. Paris, France ranks second.

There are huge increases as a destination choice for some cities. Barcelona, Spain saw a 61% increase. Madrid, Spain got a 31% hike. Libson, Portugal is looking at a 47% increase in American travel.

The Czech Republic’s Prague is seeing a 51% rise and now ranks in the top-20 destination choices for the first time since 2019. Geneva, Switzerland is up 12% and is in the top-20 for the first time since 2017.

Allianz Partners spokesman, Daniel Durazo said now that COVID is more or less under control, international travel is now back on the bucket list of a lot of Americans. And, he suggests that you remind the clients that you know are traveling this year during the holidays, or into next year, that travel insurance is critical.

“Travel insurance for international trips should be on everyone’s pre-trip planner to help protect against unexpected covered events as well as medical emergencies while traveling,” Durazo said. “Travel insurance can provide reimbursements for covered unexpected travel mishaps like travel delays, trip cancellations or interruptions, lost baggage or medical emergencies, and 24/7 travel assistance can help with many travel-related problems.”

Source link: Insurance Business America —