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

The Hawaii Attorney General’s Office has released a report on the wildfires that hit Maui in August of last year. It found the head of the Maui Emergency Management Agency hesitated to return to the island as the crisis unfolded.

Herman Andaya was at a conference in Oahu. He received updates from his staff but he stayed off the island. After the fire burned for five hours, Andaya decided he’d better “come home tomorrow.”

Andaya has since resigned and did so via telephone and social media.

The report also said there was a huge breakdown in communications that left the island’s authorities confused about what was happening and it left residents of Maui without emergency alerts.

The report also noted there were communications issues with the Hawaiian Electric Company. Its emergency workers were unable to confirm that power lines were shut down until a long time after the fires had caused damage all over the island.

The fires killed 101 people.

Attorney General Anne Lopez presented the report along with Steve Kerber who is the vice president of the Fire Safety Research Institute.

“When Attorney General Lopez contacted us, clearly we were paying a lot of attention to what was going on in Lahaina and really had the same question that she had. How is it possible that something like this could happen?” Kerber said.

Neither Kerber nor Lopez would talk about the cause of the fires or who is liable. Nothing will be decided until two more reports are completed. One of them is being done by the federal Bureau of Alcohol, Tobacco, Firearms and Explosives. The Maui Fire Department requested that report.

Also of note, investigators are having trouble getting information and details from the Maui Emergency Management Agency,

Source link: Associated Press —

Source link: Insurance Journal —