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

One item caught our attention in President Biden’s State of the Union speech last week. Junk fees and how the president and his administration is working to reduce, and in many cases, eliminate them.

Biden defined them as those hidden charges that raise the price of a concert ticket, or a hotel room, or internet service. “Junk fees may not matter to the very wealthy, but they matter to most folks in homes like the one I grew up in,” Biden said. “They add up to hundreds of dollars a month.”

The president is urging Congress to pass the Junk Fee Prevention Act. It will — for example — require the full disclosure of prices like concert tickets and the total cost wil be up front. It will do away with penalties for cancelling phone and web services and do away with fees airlines charge for a family to sit together on a flight.

It will also require banks to significantly reduce late fees for credit cards — fees that Biden considers, “excessive.”

Here are the four areas the Junk Fee Prevention Act will address:

Entertainment Fees

  • Service charges, processing fees, delivery fees and facility fees charged by online ticket sellers add significant amounts to a purchase.

Airline Fees

  • Free family seating is not offered by any airline. Biden wants transparency brought to the ticket selling process and the fees charged by airlines for people to sit with their children.

Termination Fees

  • What you have to pay to end phone, wireless or cable TV services is expensive. Biden wants the Federal Communications Commission (FCC) to do away with them.

Resort Fees

  • Room rates at some hotels can be a big surprise when fees are added because the room is at a “resort.” “These fees can cost you up to $90 a night at hotels that aren’t even resorts,” Biden said.

Source link: MSN —