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

Tropical Storm Hilary does Hurricane-Like Damages

Hurricane Hilary was Category 4 while spinning close to the West Coast of Mexico and California. When the storm hit land, Hurricane Hilary became Tropical Storm Hilary.

Hurricane or tropical storm definitions don’t really matter to the people impacted by the storm. It dumped bucket-loads of rain into California and Nevada and then went on into the Northern Rockies.

Accuweather Chief Meteorologist Jonathan Porter said the storm wiped out bridges and tore up roads, and flooded homes and cars.

“As Hilary’s rain moved into the U.S, the storm was moving along swiftly at 20 mph or greater though still produced widespread heavy rain and associated flash flooding, especially in the mountains and the deserts,” Porter said. “Had the storm been moving along at a more typical forward speed for tropical storms, such as 10-12 mph, rainfall could have been much worse than it was, with even more severe impacts.”

Even though AccuWeather is predicting $7 billion to $9 billion or more in damages, Porter’s statement turns out to be a blessing for those impacted by the storm. It moved quickly enough to reduce the damages.

Source link: Insurance Journal —