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 Jacobson Group and Aon recently released a labor market study of insurers. It found that 77% of carriers expect to increase revenue in the next 12 months. However, 21% think growth will stay flat and 2% think they’ll see a drop in revenue.

Of those same carriers, 52% say they’ll likely increase staff in that same time period. Just 10% plan to decrease staff size and 38% say they’ll maintain current levels.

Greg Jacobson of The Jacobson Group said those numbers look good but — not counting 2020’s lost COVID year — these are the lowest numbers the industry has seen since 2012.

“So, there’s been a significant change in thought process as it relates to companies looking to expand their hiring,” Jacobson said. “And it’s slowed down fairly significantly. That said, this does not mean — and we have not seen this — that there are going to be mass layoffs that are going to be impacting the industry.”

This is the 15th year of the Aon and Jacobson Group labor study and it covers about 275,000 employees — or about 17% of the market.

Jacobson said layoffs have affected the insurance industry the last couple of surveys and said the 10% of companies thinking they’ll shed some staff this year is a concern.

“I think that overall, what this is saying is that there’s a significant pause, at the very least, in terms of the amount of growth that’s going to be taking place in the industry,” he said. “But not necessarily mass layoffs, as 38% of companies are planning on just keeping the same number of staff that they had over the last 12 months.”

To keep things in perspective, in the 2022 survey, 67% of companies said they would be increasing staff but just 54% actually did. Jacobson said that’s a bigger number than we’ve seen in the past.

Here are more figures from the study:

  • Carrier employment in the U.S. has now reached 1.625 million
  • That’s down 4,000 jobs from August of last year
  • However, last month the number of employees in insurance altogether hit 3 million
  • The Bureau of Labor Statistics (BLS) said there were 344,000 job openings in finance and insurance in 2023
  • That’s a drop from the 445,000 openings in December of 2022
  • 16% of companies say they’l reduce their temporary staff in the next 12 months
  • Just 8% say they’ll increase their temporary staff

Source link: Insurance Journal —