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

Flaws and all, Washington State’s plan to fund long-term care is getting a lot of attention around the country and other states are now developing similar programs. While the intentions are good, the execution of Washington’s plan is off to a very bad start.

Here’s what happened. A few sessions ago, the Washington Legislature — in its wisdom — passed a long term care tax. They called it WA Cares. It was very unpopular with the people and with businesses and Governor Jay Inslee — without any authority — canceled the tax.

Lots of complaining followed his unconstitutional action, but it stuck. The just finished Legislature was supposed to make some fixes. It didn’t make enough of them to satisfy many workers.

Businesses began collecting the tax on July 1st. It’s .58% of a total paycheck. As a reference, someone making $50,000 a year will pay $290 a year. To be eligible, a worker has to have worked at least 500 hours a year for three of the previous six years.

What has caused a lot of people consternation is how the tax is structured. If you live out of state and work in Washington and pay the tax, you cannot collect the benefit. Pay into the benefit for years on end, and move out of state, and the benefit cannot be collected.

Oh, and the maximum benefit is $36.500. Republican Rep. Jim Walsh said you can’t get much long-term care on that little money.

“The lifetime maximum benefit under WA Cares Act is not very much money,” Walsh said. “Anybody who has a family member in a nursing home knows that’s about two or three months of nursing home care at current prices. However you slice it, the $36,000 lifetime benefit is just not really long-term long-term care.”

And he pointed to what it costs in the Seattle area for long-term care. In-home services average $3,600 a month. That’s 10 months under the WA Cares plan. AARP says long term care at a private nursing home costs an average of $12,000 a month.

That’s about 3 months under Washington’s plan.

Source link: Insurance Business America —