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

When it comes to homeowners insurance, California is in trouble. Yes, Insurance Commissioner Ricardo Lara and his department of insurance say there are still 115 insurers operating in the state. However, the biggest, and most important, and affordable, insurers are either leaving California, suspending service, or — like Farmers — holding the number of policies they’ll write to what they’re currently writing.

Farmers made that announcement late last week.

While it’s restricting service in California, it’s completely deleting homeowners, auto and umbrella insurance in Florida. That’s 30% of the company’s business in the Sunshine State. The reasons basically boil down to there are too many disasters that are too expensive to insure.

So the new limit for Farmers agents in California is 7,000 homeowners policies a month. And in a state the size of California, that’s not all that many. Plus, those retaining homeowners policies will see higher rates and higher deductibles.

Farmers — like State Farm, Allstate and AIG — is struggling with what it calls “record-breaking” inflation, higher construction costs and too many disasters.

By the way, a big part of the reason Farmers is now limiting policies, and why State Farm, Allstate and AIG left the state is because of an outdated regulatory system; one that does not let an insurer easily raise its rates.

State Farm, Allstate and Farmers are three of the top-5 insurers serving the state of California.

Source link: Insurance Business America —