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

Slack Technologies did a survey that was released last week. It found that — no surprise — 40% of people with desk jobs are burned out. Among the reasons listed are economic uncertainty, fear of being laid off because of job cuts and pressure to return to the office as the pandemic is winding down.

Workers outside the U.S. are more impacted than those inside the United States. Women and younger workers are the most bothered by the burnout.

Focusing on the United States, Brian Elliott of Slack Technologies said pressure is coming from increasing layoffs because of a slowing and troubled economy and return-to-office policies that have moved from optional to required.

  • At the end of last year, 41% of people surveyed in the U.S. say they’re burned out
  • The global rate is 42%
  • Both are a modest improvement from earlier in 2022
  • 50% of those feeling burned out said they are dissatisfied with the level of flexibility in their job
  • Those with immoveable work schedules are more likely to be looking for a new job over the next year

“All the benefits of flexibility are about how you give people focused time, rather than sweating how many days of week they are in,” Elliott said. “Flexibility also improves a company’s culture, and every time I tell executives this, it surprises them.”

Another stress on employees is too much technology. Large employers now use an average of 211 different apps to do business. That’s not only up from 195 a year ago but — to most employees — it’s overwhelming.

The Harvard Business Review looked at 20 teams working for three large employers. It found that employees had to go between different apps and websites over 1,200 times a day. That — the Review said — is costing workers too much time, is draining their productivity and is causing troubles with their peace of mind.

Source link: Insurance Business America —