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

Surveys and studies galore talk about how stressed out American workers are these days. Some of you reading this fit in the stressed out category. Others just know a half-dozen or so people that are stressed out.

That’s not all that hard to believe. Many of us sit daily in offices packed with people hanging onto their last rope.

Yet — and here’s the shocking part of the whole stressed out thing — a poll from Pew Research Center finds that just 48% of workers in the United States say they use all of their vacation days.

Here’s a list of reasons why:

  • Don’t feel they need to — 52%
  • Worry they’ll fall behind on work — 49%
  • Feel badly about coworkers — 43%
  • Might hurt career promotions or prospects — 19%
  • Might risk losing their job — 16%
  • Boss discourages the use of all time off — 12%

We all hear of the Great Resignation and the push by employees for better benefits, and if they don’t get better, and deeper benefits, they’ll quit and go elsewhere. But, with inflation and huge problems with the economy, employers are now starting to lay more people off, hiring has slowed, and perks and other costs are being cut.

Workplace consultant Christy Pruitt-Haynes of the NeuroLeadership Institute said the reason for current company cuts can be boiled down to it being too hard to see what’s going to happen down the road.

“Throughout the pandemic, we saw a surge of people leaving their jobs because of burnout and stress,” she said. “We have also seen a steady decline in employee engagement.”

In other words, “Vacation time is more important than ever!” Pruitt-Haynes added.

But the real culprit — she said — is fear. “US employees have been conditioned to believe if you aren’t at work, you are lazy or at risk of being replaced,” she said. “We also have been taught that to get more you have to work more, and since we all want more, we tend to prioritize active work over other things in our life.”

The Bureau of Labor Statistics (BLS) tracks things like vacation days and days off and said the average number of vacation days for a private-sector employee per year is 15. It goes up to 20 days after a couple of decades on the job. Close to 80% of private-sector employees are given vacation days by their employers.

Source link: Insurance Journal —