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

Associations everywhere come out with priorities about this time of year. Last week we looked at PIA National’s goals for the year. This week it’s the National Association of Insurance Commissioners (NAIC).

Association president, and Missouri Department of Commerce and Insurance Director Chlora Lindley-Myers said — as usual — the mission is to protect consumers while also promoting, and assuring, a competitive insurance market. 

“Our plans for 2023 position us well to continue to advance state-based solutions on current challenging issues,” Lindley-Myers said. “Through close collaboration, careful analysis, and coordinated action, state insurance regulators are committed to protecting consumers and competitive markets in an evolving world.”

Here’s the list and the reasoning behind the choices.

Climate risk/natural catastrophe and resiliency. The NAIC leadership will work to slow down, and stop, climate risk-related protection gaps. An ongoing consumer education program is where the NAIC will start.

Data/artificial intelligence, cybersecurity, and innovation. Members of the NAIC will work with pro-consumer groups to update model laws and to do other things to help guide insurers responsible for data and artificial intelligence (AI) use and cybersecurity responses.

Insurer financial oversight and transparency. As always, the NAIC’s goal is to keep the insurance marketplace accountable and solvent. Transparency around private-equity-affiliated insurers and traditional live companies and how they invest is part of the goal.

Long-term care insurance (LTCI). A more consistent regulatory scheme is needed for long-term care insurance. That includes putting the Multistate Actuarial (MSA) Review Framework more into play.

Marketing of insurance products. The NAIC is going to develop a customized search tool to allow consumers to find out about the license status of any insurance producer selling health insurance. In addition, the NAIC will enhance the information-sharing capabilities it has to help state insurance departments. The goal is to help fight fraud and misleading information.

Source link: Insurance Business America —