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 2024 Hub Outlook Executive Survey says businesses are looking ahead to risk in 2024. Many think they are more prepared than they really are if an emergency hits. The survey indicates there could be problems for some in a number of areas.

Among them:

  • Financial stability
  • Profitability
  • Recruiting and keeping a stable and productive workforce
  • Maintaining resiliency in a time of crisis

Those are just a few of the issues found in the survey says HUB International President and CEO Marc Cohen. “In today’s world, risk is ever-present and constantly evolving, and being prepared is now a more complex undertaking,” Cohen noted.

The poll checked in with 900 businesses in 11 sectors of the U.S. and Canadian economies. Here are some highlights:

  • 75% say they are prepared for most critical risks
  • They include business operation disruption, economic challenges increasing and unpredictable events
  • Sadly, 76% say they lack the right amount of insurance to maintain profitability
  • 20% will only take property loss prevention measures if local government demands it
  • 68% agree employee well-being is a top strategy to keep workplace vitality
  • Just 36% — however — say it will be a consistent focus in 2024
  • Just 45% conduct frequent enterprise risk management (ERM) assessments
  • 28% do it quarterly
  • 17% do it monthly
  • Just 12% have a comprehensive business continuity plan
  • 43% say there is a “misalignment” between the C-suite’s objectives for the year vs. risk strategies

Source link: Insurance Journal —