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

Reagan Consulting tracks all things insurance and the firm’s latest posting has to do with the 2023 organic growth of independent insurance agents and brokers. Last year’s numbers are the single-highest level reached since Reagan Consulting’s quarterly growth and profitability study began in 2008.

The organic growth rate — Reagan Consulting — found hit 10.3% in 2023.

Reagan Consulting rates growth is based on what it calls the median Rule of 20. That means an agency hitting 20 or higher will meet, or exceed the historic, expected investor returns.

Kevin Stipe, Reagan’s Partner and CEO, said in 2023 that figure was 22.8 and tops 2022’s figure of 22.2 and 2021’s number of 20.6. Looking at product lines, Stipe said personal lines growth is unprecedented.

“The line of business that has historically grown by only 2% to 3% jumped to a record 10.3% growth in 2023,” he said. “It is reasonable to expect that 2024 will be another year of solid growth for personal lines.”

He did note that commercial P&C organic growth fell from the record high of 2022. Stipe said it is still double-digits at 10.9%. “The primary growth driver was the hard market — extending the current hard market to a remarkable six full years,” Stipe said.

As we move farther into 2024, Stipe also noted that agents and brokers are much more confident of how business will go than they were a year ago. Much of that comes via an improving economy and thoughts that a recession might not happen.

“Agents and brokers ended up setting new records for growth and profitability in 2023,” Stipe pointed out. “Perhaps even more stunning is that they are now projecting a repeat performance for 2024.”

Source link: Insurance Journal —