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

America is obese. Studies and statistics everywhere show a population that is growing heavier every year. This story won’t address those issues.

The purpose of this story is to announce the closure of one of the weight-loss pioneers, and a company that has helped thousands of people lose weight and keep weight off. Jenny Craig is closing its doors — forever.

The company first opened its doors in March of 1983. With some timely and excellent promoting, and lots of luck, Jenny Craig became a household word, and for four decades has helped people lose weight.

The results were not cheap. Weight loss under Jenny Craig was $420 to $860 a month and a minimum of $10 a day.

In a statement, Jenny Craig noted last week that it would permanently close its Carlsbad, California headquarters on June 24th and layoff its 146 employees. “While the Company is making best efforts to secure the additional financing required to continue operations, it may need to close the Carlsbad Facility as early as May 5, 2023, in which case the Separation Date would be the date of the closure,” the statement said.

The company owned centers where people do their timely weigh-ins, pick up meals and work with coaches have already begun closing. Many franchise stores — however — are remaining open.

All that said, Jenny Craig hasn’t owned Jenny Craig since 2003 when she and her husband, Sidney sold all their shares to Nestle.

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