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

Small businesses — and the owners of such — struggle with understanding insurance as much as most individuals don’t get how their personal lines insurance works. That means, they, too, are often underinsured.

Hiscox recently took a survey of small business owners. Of the businesses surveyed, 70% of the owners and managers of 1,000 businesses had a serious lack of understanding of the insurance they currently carry.

Shockingly, 75% of them are not properly insured. An even bigger concern comes from what we noted in the opening paragraph. When it comes to understanding insurance, things fall apart.

  • 71% have no understanding at all of what their business policy covers
  • 83% could not accurately describe what a general liability policy covers
  • 30% didn’t have a general liability policy
  • 40% had not updated their general liability policy in a decade or more

Here’s what those businesses did have:

  • 65% do have general liability coverage
  • 45% purchased property insurance
  • 35% covered their workers with worker’s compensation insurance
  • 32% have professional liability insurance

Hiscox also noted in its conclusions how invaluable the independent insurance agent is to the process of insuring a business. Their advice and knowledge is incalculable.

  • 70% of small businesses prefer to purchase insurance through an independent agent or broker
  • 56% of the 1,000 businesses surveyed found the relationship with an independent agent to be their most helpful source of information about insurance
  • 42% prefer to purchase their insurance in person
  • 29% want to purchase business insurance online

Source link: Insurance Business America —

Source link: Insurance Journal —