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

Four in 10 managers in the U.S. want to use AI to replace employees. The 41% figure comes from a study by the presentation maker, The 3,000 managers surveyed said the high-quality output of AI will make that possible.

Another 40% of the 3,000 managers hope to replace a lot of their employees this year with cheaper AI tools. And when they do that, they are hoping the AI will make the team function as it had with more employees.

Worse news for employees. Of the 3,000 managers, 48% said their business will be better off financially if a large number of employees are replaced by AI tools this year.

Some employees won’t need to worry about their jobs. They’ll still have them but AI will mean lower salaries because less human-done work is needed.

Here are the statistics and the answer to this question: Will AI tools replace employees in 2024

  • Agree — 41%
  • Disagree — 20%
  • Neutral — 39%

How do employees feel? Not all that secure. found that employees are terrified that AI tools will make them less valuable at work. Another 62% think AI tools will eventually replace them.

The survey found that 50% of managers worry that AI will replace them, too. Or, at best, reduce their pay because they become less valuable to the company. And 48% of managers also think AI is going to cause big declines in wages across the U.S. in 2024.

  • 64% of managers are using AI tools for employee management on a daily, or a weekly, basis
  • 90% of managers are using AI tools to improve productivity
  • 10% aren’t using AI tools at all
  • The 64% using AI say the productivity level they are getting is equal to what they get out of experienced or expert managers

“Things like task and project management, content generation, and presentation design are obvious ways that managers can incorporate AI into their workflows — but the possibilities are endless and unique to each role, team, and company,” the report said.

Source link: Insurance Business America —