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

Gallup just did a survey of sleeping in December of last year. To no one’s surprise, 57% of us say we’d feel a lot better if we got more sleep. On the other side of the bed, 42% say they’re getting all the sleep they need.

The last time Gallup did that poll was 2013. Things have changed in an almost perfect reverse. In 2013 those getting plenty of good sleep was 56%. For those saying they would feel better with more sleep, the number was 43%.

Older people are more likely to say they’re getting enough sleep.

Also to no one’s surprise, women — 36% — say they’re not getting enough sleep. Almost half the men — 48% — say they’re sleeping just fine. In 2013 those numbers were 52% and 60% respectively.

Breaking it down a little:

  • Adults getting sufficient sleep fell from 70% in 2013 to 55% in 2023
  • For people 65 and up the figure dropped from 63% to 40%
  • Adults 50 to 64 saw sufficient sleep numbers fall from 46% to 34%
  • People 30 to 49 number fell 6% from 46% to 34%
  • For those 18 to 29 the numbers dropped from 48% to 42%

When it comes to the thought of a full 8 hours of sleep:

  • In 2014 a third of us — 34% — got the full 8 hours or more
  • In 2023 that number dropped to 26%

Looking at 5 hours a night:

  • In 2013 14% said they got at least 5 hours of sleep a night
  • The 2023 percentage is 20%

Stress is also a huge factor in sleep:

  • 49% of us say we are frequently experiencing stress in daily life
  • That’s up from 44% in 2017 and 40% in 2007
  • Women are more stressed than men with 53% saying they are stressed
  • 45% of men say that

Source link: The Hill —