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

Amazon has made several attempts to get into insurance. It’s a big surprise since Amazon shut down its virtual healthcare service a year ago. That was the partnership it created with Berkshire Hathaway and JP Morgan.

While it bombed, Amazon’s braintrust hasn’t given up on the idea of providing medical care for its users. A year ago Amazon purchased One Medical for $3.9 billion. One Medical has offices in more than 20 markets.

Amazon is now launching a virtual healthcare service for Prime members. It’s cheap, too. Just $9 a month or $99 a year. The virtual healthcare comes on top of an announcement in August of the setting up of video telemedicine in all 50 states via a virtual clinic it established last year.

Through the new service, Prime One Medical membership patients will be able to connect with providers virtually 24/7. It also has video chats and — if a patient is in a city where One Medical has a clinic — an in-person can be arranged.

The $9 a month or $99 a year covers all virtual visits. If a visit to One Medical is needed then that’s on the patient’s insurance plan or the cost will come out of their pocket.

Source link: Insurance Business America —