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

This is something independent insurance agents and companies ought to consider doing more of before government steps in and starts pushing edicts. Actually, Weekly Industry News has seen stories from other news sources about politicians thinking exactly that way.

And here’s why. People just don’t understand their insurance policies and what is, or is not, covered if there is an incident, or if a claim has to be filed.

Here’s an example. Goosehead Insurance did a study of homeowners insurance. The results are shocking but — alas — not all that surprising to those of us working in the business.

  • 65% of Americans have absolutely no idea what is fully covered in their homeowners policy
  • 45% have seen a claim denied because the policy wasn’t understood

This comes out of a survey titled, the Homeowners Insurance Preparedness Report. Goosehead VP, Brian Pattillo said the totals come from 2,000 homeowners contacted by Goosehead.

“Our findings drive home the point that the insurance process is overwhelming and extremely difficult to navigate for most American homeowners,” he said.

Here’s more:

  • 76% say they find the selection of a policy to be very stressful
  • Just 27% will go shopping for a policy that fits everything they need
  • A paltry 20% looked at over 5 policies before choosing one

Pattillo said the survey also shows a huge disconnect between what people think is covered and what is actually covered.

  • 32% think flooding caused by a storm is covered by their homeowners policy
  • 29% think a home’s foundation problems are covered by the homeowners policy
  • 27% think termite damage is covered by their homeowners policy

And the worst:

  • 70% say they do not understand common insurance terms like liability limit, actual cash value, identity theft fraud expense protection

Source link: Insurance Business America —