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

Liberty Mutual is going to cut 850 jobs. An unidentified company spokesman says it’s part of the company’s “transformation initiative.” The 850 jobs represent 2% of the company’s workforce.

“We have made the difficult decision to eliminate approximately 850 positions, nearly all in the US, across several functions this month, many of which are effective by the end of the year,” the spokesperson said.“Impacted employees will be eligible for severance and outplacement assistance and are encouraged to apply for other positions within the organization.”

As noted earlier, the parts of the company impacted the most will be the U.S. retail market and Liberty Mutual’s global risk solution units.

The company joins several other companies that are doing cost cutting via layoffs. GEICO is going to lay off 2,000 people — or 6% of its staff. In August Farmers Insurance cut 11% of its workforce. That total is 2,400 jobs.

Germania and Cowbell have also announced layoffs.

“We will reimagine how we do business with a focus on efficiency and effectiveness,” the spokesman added. “And will prioritize our efforts to focus on how we can provide the most value for our customers, agents, brokers and partners.”

The 850 cuts come on top of 370 positions cut in July. All of them were from the United States.

Company CEO Tim Sweeney said catastrophe-led losses of $585 million in the second quarter are pushing the cuts. GEICO and Farmers also said their cuts had to do with huge catastrophe losses.

Source link: Insurance Business America —

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