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

NEXT Insurance looked at small business owners and what they know about insurance. The survey found a huge gap between what could be a problem for them and what they actually understand about the insurance involved with that problem.

The survey polled 500 business across the country and found that 96% of them didn’t get a passing grade in general insurance knowledge and 90% said they aren’t confident that they’re adequately insured.

Worse, only a third of the 500 sought out professional insurance agents to help them properly cover their insurance needs.

NEXT’s Alon Shiran said the good news is that — after taking the survey — 82% said they’d be contacting an independent insurance agent to go over their risks.

Other findings:

  • 51% said making a mistake could negatively impact their business this year
  • 68% are concerned about inflation, reduced consumer spending and supply chain issues
  • 90% don’t think they’re adequately insured
  • 29% have no insurance at all
  • 51% said their business is less than very prepared
  • 18% do not plan to take any steps to fix things in the near future

The last and most important answer was that 53% had no idea what insurance coverage they need.

“Small business owners today have to wear a number of hats, and often feel pressured to be experts in everything from taxes and insurance to finance and HR,” Shiran said. “This is an unrealistic expectation, and thankfully there are many resources designed to support small businesses with guidance, education and tools needed to tackle some of the most common challenges they face.

Source link: Insurance Business America —