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

Like most businesses, independent insurance agencies thrive when employees are content and happy with their workplace. And like most businesses, most agencies find things much tougher when employees are unhappy.

We all know that disgruntled employees are a problem but we often don’t think much about how much that unhappiness costs in terms of productivity and profit.

Gallup does.

It did some research recently and found disgruntled employees cost U.S. businesses $1.9 trillion last year. Gallup said the high — and growing — cost comes from people feeling detached from their employers.

The pandemic is being blamed for that detachment.

Gallup says COVID apparently reduced the workplace satisfaction of a lot of people. That mostly comes from employees saying the chaos that came from the pandemic left them confused about what they’re supposed to be doing at work, and what’s expected from them.

The research firm’s chief scientist for workplace practice, Jim Harter said having motivated employees is definitely connected with “a lot of different outcomes that are important to organizations.”

One of those outcomes is profit.

Gallup’s research found that only a third of the employees surveyed said they are engaged at their jobs. Just half say they’re only giving a minimal effort. Harter calls it “quiet quitting.”

The research also took a look at the disconnected employee hit to the global economy and found it to be about $8.8 trillion. So the impact worldwide is also staggering.

Source link; Carrier Management —