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 enrollment deadline for ObamaCare has passed. The Department of Health and Human Services (HHS) Has issued preliminary numbers and we’ll soon see the final numbers. But so far, the HHS says they look very good.

In the meantime, HHS released last year’s final numbers in a report from the HHS Office of the Assistant Secretary for Planning and Evaluation. While — like most government agencies — the numbers are over a year old, it found the rate of uninsured people under age 65 dropped from 11.1% in 2019 to 10.5% in 2021.

And the gains were in areas where people under age 65 normally have a higher rate of those that are uninsured. They are:

  • Non-English speaking people between age 19 and 49
  • Latinos
  • Native Americans
  • Alaska Native Americans
  • Those groups saw gains of about 1% or a bit higher

The biggest gains came from people with household incomes of between 100% and 250% below the poverty level.

While the final numbers aren’t tallied yet, HHS said so far about 16 million people have picked up a healthcare plan through the Affordable Care Act’s marketplace. That’s up 13% over 2021.

Source link: The Hill —