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

AI is the new thing. Everything these days is AI this and AI that. Lately, the insurance AI questions go to insurance agents and to claims. In an earlier story in this week’s issue of Weekly Industry News, we found that people don’t want AI selling them insurance.

They want the real deal — an insurance agent.

Most consumers feel the same way when it comes to claims and the decisions that follow. The insurtech, talked with a bunch of consumers and found that 51% said they’d probably not switch from a non-AI-assisted insurer to one that uses AI to settle a claim.

That leads to the insurance dilemma. There are huge benefits for insurance companies to use AI. The bottom-line will be a combination of sales and savings that will total something like $80 billion a year by 2032.

All this comes from YouGov who did an online survey of 4,400 consumers in the U.S. and the United Kingdom. What they found is a difficult decision facing consumers. They can save money using AI but they hesitate to use it because it’s — basically — a machine making decisions.

Here’s what consumers want from an insurance company:

  • Trust — 62%
  • Speed — 57%
  • Customer service — 52%
  • Is transparency important — maybe not since it’s at 18%
  • Technical capability — basically doesn’t matter at 8%

However, a large percentage of people — 27% — still value human involvement over technology.’s CEO Roi Amir said the irony is that a high percentage of people want speed and accuracy in settling a claim but don’t like the idea of that speed and accuracy coming from a machine.

“The benefits of AI in insurance are undeniable, but this research highlights some critical factors that insurers must consider to ensure no customer is left behind,” he said. “Customer service can’t just be about speed and efficiency — insurers need to meet the full customer need, bring them along the digital transformation journey, and support them in understanding the role of AI to bridge a widening trust gap.”

That leads to the conclusion that insurers need to take some time and really think this through.

“As competition for customers continues to intensify, insurers need to think about the customer experience more holistically, and that must include empathy and education,” Amir concluded. “It is the collective responsibility of everyone in the insurance industry to be transparent and informative about how technology is used to make decisions. Those that do stand to reap significant financial and reputational rewards.”

Source link: Insurance Business America —