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

Burnout has always been an issue for employees. Just about any business has that as a negative employment factor. These days — however — employees in the financial sector (and that includes insurance) are leaving their jobs in droves.

And burnout is being tabbed as reason number-one.

A study by the software company, Ringover found that close to 75% of workers in the U.S. are suffering from burnout. Over 64% say they’re considering leaving their current jobs because they’re fried.

Things are even worse in the insurance sector:

  • 81.67% of insurance workers are thinking of walking away from their jobs
  • 77.24% of telecommunications workers are thinking the same thing
  • 75.86% of construction workers are wanting to leave their jobs because of burnout

The survey also dug a little deeper:

  • 42% are feeling tired and drained most of the time because of work
  • 32% say in the past year they’re felt detached from life and work because of work


  • 43% say it’s the heavy workload
  • 36.9% say it’s a lack of resources to help with their jobs
  • 36.6% say they’re micromanaged and they hate it
  • 34.5% say their work environment is toxic

As we all know, losing employees these days is something employers want to avoid. Filling those positions is often quite difficult even though nearly every week close to 9.6 million people are unemployed.

While that number seems like a lot of people, the Department of Labor and Industries says that’s not a lot of people from which to choose — especially if the job is training specific.

The silver-lining? Ringover says most employees said being offered a four-day work week would go a long way toward keeping them. More vacation days would be helpful, too. A third of those surveyed said being able to have some remote-work options would increase their happiness level.

Here are the percentages of industries where people are thinking of leaving their jobs because of burnout:

  • Insurance & financial activities — 81.67%
  • Information publishing and telecommunications — 77.24%
  • Construction — 75.86%
  • The public sector — 75.61%
  • Agriculture — 75%
  • Professional & business services — 73.33%
  • Manufacturing — 70.13%
  • Education — 64.60%
  • Wholesale & retail — 64.15%
  • Transportation & utilities — 62.50%

Source link: Digital Insurance —