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

Every year USA TODAY monitors Super Bowl ads. Insurance topped them all in the 2024 game. That’s the conclusion of USA TODAY’s Ad Meter competition. Here are the top five best and their ratings 0 to 10:

1. State Farm

“Like a Good Neighbaaa”


2. Dunkin’

“The DunKings”


3. Kia

“Perfect 10 | The Kia EV9”


4. Uber Eats

“Worth Remembering”


5. NFL

“Born to Play”


Variety magazine said Schwarzenegger signed on to do the commercial because he thinks State Farm performs a public service. That’s a nice compliment to the importance of captive insurance company, its agents and the independent insurance agent in today’s world.

“They’re here for the people and the community,” Schwarzenegger said of State Farm and insurance. As to the commercial, he said, “And it’s also very entertaining. It’s the making of an action movie. I saw all the action sequences — blowing up the house, the helicopter, and all this crazy stuff — and I said, ‘This is perfect.’ We laughed the whole time. That is how I kind of pick those things.”

In case you missed it, or in case you want to see it again, this is the extended version of the commercial. It’s hilarious and well worth a view:

By the way, CBS charged an average of $7 million per 30 second commercial in this year’s game. The State Farm commercial runs 15 seconds shy of two minutes. So, no doubt, this one cost much more.

Apparently, it’s an investment that has paid off.

Source link: Insurance Business America —

Source link: RDN —