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

OPTIS Partners tracks insurance mergers and acquisitions. The investment and financial banking firm said M&A activity in the first three-quarters of 2023 is the largest decline it has ever recorded.

There were 534 deals announced in the U.S. and Canada from January through September 30th. That’s down 27% from the 720 in the same time period in 2022.

OPTIS Partners partner, Steve Germundson said the third quarter there were 168 transactions. That’s down 34% from the same time frame of 2022. He said the slowdown is because of “rising costs of capital, the increase in leverage, and a smaller supply of business owners.”

Here’s the list of top buyers:

  • Broadstreet Partners — 43 transactions
  • Hub International — 37 transactions
  • Inszone Insurance Services — 27 transactions
  • Leavitt Group — 27 transactions
  • World Insurance Associates — 24 transactions
  • Arthur J. Gallagher — 25 transactions

The usual count leaders, Acisure and PCF saw their activity slowing considerably. How much so? Combined they did 81% fewer transactions this year than they did in all of 2022.

OPTIS Managing Partner Tim Cunningham said though deals are down, not all is lost.

“We continue to see valuations holding, especially for attractive sellers. The economic change of rising interest rates and a reduction in the supply of sellers has fundamentally changed the value proposition that the insurance distribution business represents,” Cunningham said. “It has not reduced the demand from a still robust group of buyers. We expect the valuation environment to hold rather steady, though we could see that soften slightly for less attractive firms over the coming quarters.”

More numbers:

  • 67% of the deals were done by private equity-backed hybrid groups
  • P&C only agencies accounted for 62%

Source link: Insurance Journal —