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

At the time this was written on Monday evening, the death toll for Maui’s devastating wildfire sat at 96. Hundreds of people are still missing so when you read this the number will no doubt be much higher.

Like the wildfires that have destroyed thousands of homes on the West coast — and especially California — officials and victims are looking at a power company as the cause of the devastation.

One lawsuit has already been filed against Hawaiian Electric Industries. It supplies 95 percent of Maui’s power.  According to a class-action lawsuit filed on Monday evening, the company ignored weather warnings and failed to cut power to residents when hurricane-force winds from Hurricane Dora hit the island.

The suit has been filed by LippSmith LLP, Foley Bezek Behle & Curtis LLP and Robertson & Associates LLP. It was filed on behalf of Monica and Rede Eder and other homeowners of Lahaina. They contend the power company had plenty of warning from the National Weather Service that Dora’s winds were going to be troublesome, and that those winds could knock down power lines and fuel a fire.

But Hawaiian Electric Industries kept power on and that decision — the plaintiffs contend — “caused loss of life, serious injuries, destruction of hundreds of homes and businesses, displacement of thousands of people, and damage to many of Hawaii’s historic and cultural sites.”

And — again, at the time this is written, 96 people died.

“Other victims suffered severe burns, smoke inhalation and additional serious injuries,” the suit filing continued. “The fire decimated the entire historic town of Lahaina, as homes, businesses, churches, schools, and cultural sites burned to the ground. Only ashes of those structures remain.”

Three other companies are looking at Hawaiian Electric, too. Mikal Watts of Watts Guerra is one of them.

“All evidence — videos, witness accounts, burn progression, and utility equipment remaining — points to Hawaiian Electric’s equipment being the ignition source of the fire that devastated Lahaina,” Watts said.

Another serious issue is the island’s warning system. Hawaii House of Representatives Democrat, Jill Tokuda said the warning system failed.

“Sadly, tragically, in this situation, those sirens, likely did not go off,” she said. “The warning signals that were on cell phones, we had no cell coverage or electricity in some of these areas.”

Though one suit has been filed and more are on the way, Hawaii Governor Josh Green said it’s still too early to determine what caused the fire. He said his office and the state attorney general are conducting a thorough study to make that determination.

The governor urged patience and said the investigation could take a long time.

“The largest force at play that night were 80 mile-per-hour winds. That created an incredibly intense and dangerous circumstance,” Green said. “Having seen that storm, we have doubts that much could have been done with a fast-moving fire like that.”

Meanwhile, officials say 2,207 structures on the island were damaged or destroyed and the losses could top $1 billion.

Source link: New York Post —

Source link: Insurance Journal —