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

J.D. Power and Associates says independent insurance agents are more satisfied than they’ve ever been with carriers. The report is titled, the J.D. Power 2023 U.S. Independent Agent Satisfaction Study.

Satisfaction — as with all J.D. Power studies — is based on a 1,000 point scale. Personal lines insurers got a boost of 17 points from a year ago for agents. Commercial lines saw a 6% rise.

That said, things are not all champagne and roses. J.D. Power spokesman, Stephen Crewdson said significantly higher prices have forced agents to shop for lower rates. They’re doing that even though they’re happy with the carriers they normally use.

“Carriers are doing a great job of providing quality service to agents and it creates a huge competitive advantage,” Crewdson noted. “Agents are more willing to place business with a carrier when they are more satisfied with their experience. However, the uptick in agents shopping their clients’ policies shows that rising premiums are the ultimate disruptor, threatening to upend even a strong existing relationship. That puts the onus on carriers to find ways to incentivize agents to stay by offering an experience that can justify these cost hikes.”

Here are the details:

  • Agent satisfaction with carriers — as noted earlier — is at an all-time high
  • Personal lines satisfaction is 774 — up 17% from a year ago
  • Commercial lines agents rated a 762 — 6% higher than 2022
  • 57% of personal lines agents are shopping their clients’ policies
  • 52% of commercial lines agents are doing the same for businesses

The most common responses for why they place business with a specific carrier:

  • 18% of personal lines agents said the ease of quoting
  • For commercial lines that number is 17%
  • Risk appetite is 13% for personal lines agents
  • Risk appetite is 15% for commercial lines agents

Commission comes into play, too:

  • 6% said commission and incentives helped for personal lines agents
  • 5% said commission and incentives matter for commercial lines agents

Source link: Insurance Business America —