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

Newspapers aren’t what they used to be but they’re still being published. Many of the larger newspapers are still doing print and are online. Smaller papers have reduced the number of days they print and on other days they are online only.

The largest of the newspaper publishers is Gannett. It’s now being sued by white workers for reverse discrimination.

The suit was filed in a federal court in Virginia last week by five current and former employees who claim they were fired, or passed over for a promotion, so less-qualified women and minorities could have those jobs.

The reason the women and minorities were hired — the suit says — is to help the company meet its diversity quota from the 2020 policy Gannett put into place to have its newsrooms look like the demographics of the communities they cover.

The whole plan was to be total operational by 2025.

The plaintiffs also said executives got bonuses and promotions for meeting the goals of the — what they consider, ill-conceived — policy. “Gannett executed their reverse race discrimination policy with a callous indifference towards civil rights laws or the welfare of the workers, and prospective workers, whose lives would be upended by it,” the lawsuit language states.

The company quickly fired back with a news release from Polly Grunfeld Sack, Gannett’s chief legal counsel. She said Gannett always seeks to recruit — and retain — the most qualified workers possible.

“We will vigorously defend our practice of ensuring equal opportunities for all our valued employees against this meritless lawsuit,” Sack said in a statement.

This lawsuit isn’t standing out there by itself. Employees, and potential employees, of other corporations are also firing back. Starbucks, Target and Progressive Insurance have faced suits from shareholders upset about their diversity policies.

Source link: Insurance Journal —