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

Earnix helps insurers and banks with profitability on a global scale. The company recently took 400 execs aside and asked them about their priorities. Those answers are found in a report titled, Insurance Operations in a Changing Industry.

Almost half — 48% — say they’re going to make profit more important than the growth of the company. Just 13% find growth to be more important.

The 400 had responsibilities in various departments with over half — 241 — being executives for P&C personal lines insurers and 78 of them were from commercial carriers.

Here’s a bit more from the report:

  • 35% say macroeconomic challenges are one of the top three trends currently impacting their firms
  • These are things like actuarial pricing and underwriting
  • As for climate change — on a 10-point scale, the execs rated it an 8.06
  • Another challenge — recruiting and keeping talent
  • That got an 8.05 out of the 10-point scale

Many of the executives are also making IT a priority.

As for profitability, the executives said getting to profitability isn’t easy. They are dealing with pressures like inflation, high interest rates, the breakdown of the supply chain and other economic factors.

Source link: Carrier Management —

Source link: Insurance Journal —