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

Politics are a big deal right now. Liberals and conservatives are often heard heatedly debating their solutions to topics ranging from homelessness to education to crime to President Joe Biden and former president, Donald Trump, to what’s happening in Congress, and more.

We all have lots to talk about, and many points of view and, ideally, none of it ought to be discussed in the workplace. If you’re thinking that’s a good idea, you’re right. Alas, employers — who ought to keep the workplace toxicity free — are letting their stance on political issues be known to the world.

The knowledge-sharing platform, e-Learning did a study of politics in the workplace and found, to no surprise, a high percentage of workers do not share the political views of their employer. Here are some stats:

  • 41% of employees disagree with the political stance of their employer
  • 40% are embarrassed by that stance

The study found one reason the beliefs of the company and the employees do not jibe is because the employee is often left out of the discussion on what stance the company should take.

  • 72% said they were not asked for a personal opinion on a political statement
  • A high percentage of employers do not provide an opportunity for opinion sharing as just 33% have a political expression policy in place for employees

As for political discussions in the workplace, that’s a big concern, too.

  • 64% say they’ve engaged in political arguments with coworkers
  • 29% say they’ve lied about their political beliefs to avoid that isolation from other workers
  • 45% think a political disagreement with their employer will hurt chances for promotion and raises

Mike Pappas is the founder of e-Learning. He says it’s important for employers to find ways to mitigate political disagreements and to put tools in place for resolve conflicts when they occur.

“Most importantly, start building your core company values,” he said. “To do that you’ll also need to find out what employees want and need from your organization.”

That’s what employees think. What about the public? A poll from Gallup and Bentley University finds that 60% of us don’t want companies to take a stance on anything political.

We just want to shop without a lot of political noise.

  • 60% of those polled don’t want companies taking a political stance on current events
  • That’s up from 52% a year ago
  • As for LGBTQ+ issues — just 37% think businesses should take a public stance
  • For racial issues the number is 45%
  • Gun laws — 39%
  • Immigration policies — 34%
  • International conflicts — 27%

On the positive:

  • 55% think companies should take a stand on global warming
  • 52% think companies should take a stand on mental health
  • 49% think companies should take a stand on free speech
  • 48% think companies should take a stand on healthcare

The least popular stances were on non-surprising areas:

  • Abortion — 26%
  • Political candidates — 19%
  • Religion — 15%

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Source link: MSN —