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

PIA National has been a thorn in the side of the Federal Insurance Office (FIO) since it was formed during the Obama administration. The PIA has battled the FIO since its inception and, has noted many times, the regulation of insurance belongs to the individual states and the federal government has no authority in insurance matters.

Recently, the FIO has drawn the ire of several Republicans in the U.S. Senate. One of them is Alabama Sen. Katie Britt. As a result, she — and 16 other senators — have introduced the Insurance Data Protection Act.

It is in response to the FIO wanting to collect data from insurance companies via subpoenas to evaluate climate risks and to assess potential disruptions in areas controlled by private insurance. Britt says the Dodd-Frank Wall Street Reform and Consumer Protection Act strictly notes that the FIO is an advisory agency and has no supervisory or regulatory authority over the business of insurance.

PIA National and several other insurance associations support Britt’s bill.

She points out the FIO is overstepping and trying to enforce authority it doesn’t have by “utilizing private insurance data to advance the Biden administration’s leftwing Green New Deal agenda,” Britt said, and noted this bill will put an end to the overstepping once and for all.

“This commonsense legislation would ensure the state-regulated insurance market remains strong, prevent redundant and unnecessary data reporting that would needlessly cost millions of dollars, and protect consumers’ sensitive information,” Britt added.

Britt’s bill has been introduced in the Senate Committee on Banking, Housing and Urban Affairs and one of the co-sponsors is the committee’s ranking member, and former presidential candidate, and former insurance agent, Sen. Tim Scott.

“As a former insurance agent, I know firsthand the importance of our state-based insurance regulation regime that has resulted in highly competitive and fair markets across the country — addressing local issues with local solutions,” Scott said. “That’s why I’ve been alarmed by the FIO’s efforts to overstep its authority and push the Biden administration’s radical climate agenda.”

Other associations supporting the bill are National Association of Mutual Insurance Companies (NAMIC) and the American Property Casualty Insurance Association (APCIA).

Giving the association point of view is NAMIC spokesman, Jimi Grande.

“State regulators have been collecting climate related data for more than a decade and continue to refine those efforts,” Grande said. “FIO piling on at a time of rising costs due to inflation and climate change only adds to the challenge of ensuring insurance affordability and availability for consumers.”

Source link: Insurance Business America —