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 World Economic Forum (WEF) just finished tabulating the results of its annual survey of business risks. More than 11,000 executives from North America and Canada shared their worries with the WEF in a survey conducted by Marsh McLennan and Zurich North America.

Reid Sawyer heads Marsh’s emerging risks group. He said the top worry in their minds is economic pressures and the strong possibility of another recession, or economic stagnation.

“What this is signaling to us is continued fragility in the system and concern over shocks that could occur,” Sawyer said.

With that, here are the results of the top-10 risks of doing business in North America:

1. Economic downturn — recession, stagnation

2. Infectious diseases — COVID, etc.

3. Labour and/or talent shortage

4. Inflation

5. Extreme weather events — floods, storms, and so on

6. Accidental or intentional use of biological, chemical, or nuclear weapons

7. Energy supply shortages

8. Misinformation and disinformation

9. Erosion of social cohesion and wellbeing

10. Household debt

Speaking, again, to the top issue of economic pressures, Sawyer said when you consider what’s happening politically and economically around the planet, that makes sense.

“Not surprisingly, the economic issues are dominant as we think about recession fears. There is a proverbial soft landing that we’re all looking for in the economy,” Sawyer added. “While we’ve had significant progress with jobs reports and the reason inflation report that came out this week, there’s still an overwhelming concern when we think about how events in the Middle East could spiral further and create other cascading issues.”

Jessica Balsam is with Zurich’s North America resilience solutions sustainability team. She addressed the concern over climate change and energy issues.

“From a resilience perspective, the issue is the uncertainty around the depth and breadth of climate-related issues,” she said. “Climate and energy issues are very closely related, and to see them both on the list is certainly something we’re paying attention to and preparing for.”

You also can’t leave a subject like business worries without addressing cyber. Sawyer was surprised that it’s not in the top-5 worries.

“Cyber’s absence in the top five is significant when considering where it sits in other surveys. The fact that AI risk and climate are not in the top five is [also] notable,” Sawyer said. “What the last five years have taught us, if anything, is that, with the turmoil we’re facing, we need to plan on multiple risk horizons. The challenge comes when we start aligning priorities and risk capital to deal with short-term risks but at the cost of the choices we’re making in the future.”

Source link: Insurance Business America —