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 Biden administration thinks some health insurers are bilking the U.S. taxpayer and it’s going to go after them. The Department of Health and Human Services (HUD) has been looking into this kind of fraud for a couple of years and now has a plan to address the problem.

Of concern is the private version of Medicare that we call the Medicare Advantage programs. Federal investigators say they have found some companies claiming their members are sicker than they really are and, as a result, they’re collecting inflated payments.

Estimates from HUD are that as much as $4.7 billion is being improperly billed. The administration says the money could come back to the Treasury from new, and tougher, penalties for submitting improper charges.

HUD Secretary Xavier Becerra said his department will start collecting money from insurers when an audit shows they’re charging HUD for diagnoses that are not contained in the patient’s medical records.

“Today, we are taking some long overdue steps to move us in the direction of accountability,” he said when the plan was announced a week ago. The $4.7 billion is how much he thinks will be collected in the next decade.

Matt Eyles is the president of America’s Health Insurance Plans (AHIP). He’s worried about the accuracy of the administration’s audits. He says all it will do is raise insurance rates. “Our view remains unchanged: This rule is unlawful and fatally flawed, and it should have been withdrawn instead of finalized,” Eyles said.

Source link: Insurance Business America —