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

As a people, Americans tend to be a fairly heavy group. Check out just about any New Year’s Eve list of resolutions and close to the top — or even at the top — of the list is weight-loss.

A huge percentage of us would love to shed lots of pounds to just a few pounds.

That quest is fraught with problems. The American public also is in love with instant solutions to difficult problems. It’s tough to quickly lose weight because losing weight often means changing life-long habits. Fad diets don’t tend to work very fast and exercising weight off is also time consuming.

And who wants to exercise anyway? It’s time-consuming and just plain hard work. So many of us quickly give up and bag the whole idea.

A Kaiser Family Foundation poll says close to half of us — 45% — are very, or somewhat, interested in taking a safe and effective drug to lose weight. It’s one of those the instant solutions to weight-loss.

  • At 51% the poll found women are more interested than men
  • Most interested — at 67% — those diagnosed as obese by a healthcare provider

There are three drugs originally developed to combat type 2 diabetes. They are Ozempic, Wegovy and Mounjaro. Their assistance with weight loss while taking them for diabetes has led to the popularity as a weight loss drug.

That said, only Wegovy has been approved by the Food and Drug Administration (FDA) as a weight-loss drug.

All three drugs have to be taken via self-administered injections. That’s where the instant solution loses its luster.

  • Interest in taking them falls to 23% when people learn they have to inject them
  • It drops to 16% if the medications are not covered by insurance
  • Just 14% are still interested — even after learning they’ll gain the weight back if they stop injections

Source link: The Hill —