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

The Federal Reserve tracks numbers like who has what amount of assets and money. It recently noted the number of U.S. households with net assets of $1 million or more grew a staggering 63% between 2019 and 2022. Canada — says Credit Suisse — saw millionaire numbers jump 23% in 2021.

The point being that there are more millionaires in North America than we’ve ever seen.

In December Chubb released the first of what’s going to be an annual data report titled, Wealth Report. In the first report, Chubb interviewed 800 individuals with assets to invest totaling at least $500,000.

The majority of those interviewed — 79% — had assets between $1.5 million and $50 million. And they all talked about risk and the possibility of property damages and theft of art, collectibles and other items.

Of those surveyed, 80% said they own fire art, jewelry, wine and cars. But they’re often not properly protected for theft and other loss causes. The report said this is especially true of younger people.

“Many young collectors own valuable articles and assets before they buy their first house, and may not think about insuring those items – this creates a challenge for insurers to find new ways to establish a relationship with them,” the report said.

Those surveyed were also worried about being the victim of a liability lawsuit. Chubb said 92% have concerns about the size of a settlement if they’re sued. Sadly, of those worrying about the liability lawsuit, just 36% have an excess liability insurance policy.

Here’s how the more wealthy among us are getting advice on risk:

  • 73% rely on financial advisors and wealth managers
  • 71% manage things on their own
  • Just 59% say they rely upon an independent insurance agent to protect themselves

All that leads to questions about how an insurance agent can help wealthy clients, and

Chubb’s Wealth Report says you can attract them to you by: 

1. Being available to meet face to face

2. Being available to answer questions

3. Offering advice on risk prevention and have a complete, and educated understanding of the risks they face

4. Making sure the risks they have are adequately covered

5. Keeping the client up to speed on possible gaps in their coverage

6 Offering a selection of the best carriers and products for their needs

7. Making the purchase of insurance as easy as possible

8. Having lots of empathy when something bad happens and a claim needs to be filed

9. Being digitally savvy so these clients can manage their insurance online

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