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

Stress has a big impact on our bodies. It activates your sympathetic nervous system aka the fight or flight reflex. And if not properly addressed, stress can make you sick.

The Cleveland Clinic tracks such things and put stress in perspective. The clinic said, “Your sympathetic nervous system activates to speed up your heart rate, deliver more blood to areas of your body that need more oxygen or other responses to help you get out of danger.”

Washington University School of Medicine psychiatrist, Dr. Jessi Gold said chronic stress enacts a number of physical and mental systems. “Chronic stress is something that definitely shows up both in the brain and the body and illustrates the connection between the two,” she said.

Here are some of the symptoms of chronic stress; symptoms that can make you sick:

  • Headaches
  • GI distress
  • Teeth grinding
  • Insomnia
  • Fatigue
  • Forgetfulness
  • Trouble concentrating

“Sometimes the person will be more irritable with, or avoidant of others, and that might make them stop responding to text messages or cancel plans, for example,” Gold says. “They might also turn to alcohol or drug use to cope.”

Dr. Cheryl Conrad is a professor of psychology at Arizona State University. She says the brain responds to stress in a lot of different ways.

“The brain responds to stress and all kinds of hormones in very plastic ways,” Dr. Conrad said. ”Cortisol changes the way neurons respond to each other, the receptors that are expressed and when stress becomes chronic, the neurons alter their function. This is not unique to stress — ovarian hormones alter neurons too.”

Gold said this isn’t necessarily always a bad thing. Chronic stress is often a survival mechanism that helps us to develop good survival habits.

“As hard as it is to do, trying to find time, even 5 minutes for yourself and doing something you like, can make a difference. What you do for that time is up to you, but some people find things like mindfulness, exercise and journaling helpful for stress reduction,” she said. “ It is also important that things like routine, sleep and eating are emphasized. This includes learning to have stricter boundaries between work and home and saying no, or setting limits, more often.”

Source link: MSN —