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

Church Mutual Insurance specializes in insuring non-profit organizations like schools, houses of worship and camps. It routinely issues a Risk Radar Report. Eric Spacek is the assistant vice president for risk control at Church Mutual. He said this time around Church Mutual found safety concerns rising for people attending religious services and community events.

  • 54% of us consider armed intruders or physical violence as a primary safety concern in those settings
  • That’s way up from 2019 when just 10% of us had such concerns

“We have been asking Americans about their safety concerns for several years. Except for 2021, when the top concern was understandably the COVID-19 pandemic, armed intruders and physical violence have continued to take top billing,” Spacek said. “With 38% of Americans saying they feel less safe, we are seeing greater interest and support for armed security and other safety measures organizations need to carefully consider and prepare for before adopting.”

Those responding to the survey had specific suggestions to improve safety:

  • 56% want armed security
  • 59% want more security cameras
  • 47% want metal detectors
  • 45% want more incident training for staff

These measures were seen as even more necessary if:

  • There was a previous threat — 56%
  • There was a previous incident — 53%
  • There were demands from staff, volunteers, parents or congregants — 52%
  • The facility is in a high crime area — 51%


  • 72% think on-site security at houses of worship, schools, or nonprofit and community events should be a trained police officer/officers
  • 75% said they’d feel safer at school and community events with an armed security guard
  • Generation Z was the age group that felt less safe with those armed guards
  • Just 27% believe their house of worship, non-profit or community group or school are adequately prepared for an armed intruder
  • 50% have a lack of confidence that these groups are prepared for such an incident

“Recent security incidents in our country have Americans thinking twice about their activities. Gen X (40%), millennials (43%) and Gen Z (55%) respondents are more likely than baby boomers (27%) to be discouraged from attending community, nonprofit and school events, and religious services because of these incidents,” Spacek said.

Source link: Insurance Business America —