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 group calls itself the Insurance Watchdog Coalition. They now have a website and on that website you’ll find a five-minute video extolling the virtues of the single-payer healthcare systems in Europe and comparing those systems to UnitedHealth and it’s “monopoly power.”

But just who is shining that bright light on UnitedHealth has become an issue for some in the insurance industry. The organization is a 501(c)4 nonprofit. That means, by law, it is not required to disclose who founded the group and who is in control.

Insurance Watchdog Coalition spokeswoman, Samantha Bullock says the people in control will make themselves known in the “coming weeks and months.” She notes the coalition has future plans for some paid advertising to explain its stance.

“Big Insurers have been on a buying spree with the goal of controlling as much of the health system as possible, and it’s resulted in record profits,” she said. “But for patients, doctors and pharmacists, it’s been a nightmare. Insurance Watchdog Coalition will shine a bright light on the impacts of these massive insurance conglomerates, and work to hold them accountable.”

The Insurance Watchdog Coalition “bright light” shine wants legislators in Congress and the states, and state insurance regulators, and the public to keep a better eye on UnitedHealth and other large health insurers that it thinks has too great an impact on consumers.

The video on the website also makes it clear that the coalition is likely going to push for the U.S. Congress to create and run a single-payer healthcare system. So why not tell the rest of the country who you are and why you have created the coalition?

It is understandable to question what is going on with UnitedHealth. While it may not have a monopoly as the group contends, UnitedHealth does have its fingers in a lot of the slices of the healthcare pie. It offers health insurance and is a pharmacy benefit manager, a physician network and a clearing house for medical claims done through its subsidiary, Optum.

UnitedHealth also operates the claims clearing house, ChangeHealth that was hacked in February and caused major disruption in provider payments.

An unidentified spokesperson for UnitedHealth Group said the company isn’t buying the push by the Insurance Watchdog Coalition. The person quoted said the health insurance market is deeply fragmented and the UnitedHealth business model is cutting waste and is improving the experience of patients.

“UnitedHealth Group is organized to help reduce that fragmentation by establishing value-based care models that better coordinate and align incentives among caregivers, payer and pharmacy offerings, thereby enabling us focus on the whole patient, connecting them to care throughout their health care journey,” the spokesperson said.

Source link: Washington Examiner —