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

As we know, hybrid work, sometimes at the office, sometimes at home, and completely working from home has reduced the need for office space. McKinsey Global Institute took a long, hard look at working from home and remote work and office space and determined that remote work — if it keeps up — is going to do away with $800 billion of the value of office buildings in major cities.

That’s a 26% drop from from 2019 and has the potential of seeing that value fall by 42% by 2030. Ouch.

“The impact on value could be even greater if rising interest rates compound it,” McKinsey said and the problem “could increase if troubled financial institutions decide to more quickly reduce the price of property they finance or own.”

Looking at a best-case scenario, demand for office space will fall by 13% by the end of this decade. That’s 30% lower than it was before COVID hit and with only 37% of workers back in their offices on a daily basis.

This drop also impacts foot traffic at retail stores in major cities. Foot traffic in those areas has fallen 10% to 20% below pre-pandemic levels.

Rents have also dropped. San Francisco rents are down 28%. In New York City that number is 18%.

Then you have employers that are downsizing space to save money. “Some tenants have chosen not to wait for their renewal dates and instead have bought their way out of long-term contracts,” McKinsey said.

Source link: Insurance Journal —