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 Washington Surveying & Rating Bureau (WSRB) is presenting the 2024 Insurance Economic Outlook with Dr. Robert Hartwig next Tuesday, January 30th. Dr. Hartwig — the former head of the Insurance Information Institute and the Clinical Associate Professor of Finance and Insurance & Director, Risk and Uncertainty Management Center — is one of the best insurance economy minds in the country and his presentation will be well worth the time.

The event runs from 10am to 10:45am. So the program is short but packed with important information.

His presentation will deal with investment performance, tort reform, reinsurance markets and the potential impacts of the 2024 election. Here’s a breakdown:

  • What is the outlook for the US and global economy in 2024, and what does it mean for P/C insurers?
  • What does the rate environment look like for 2024—a continuation of the hard market or is some softening expected?
  • Does the high degree of political uncertainty impact the outlook for the year ahead?
  • Will there be progress towards tort reform, on both the state and federal level, in the coming year?
  • What is the investment outlook for 2024?

If you can’t attend, you can register with the WSRB and receive the recording and watch it when you have the time. Click this link to register —

Source link: WSRB —