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

It’s the flu and cold season. And it’s the next incarnation of COVID season, too. We also have to worry about RSV. So how are we — the American people — addressing this year’s sickness worries?

The Annenberg Public Policy Center of the University of Pennsylvania asked that question and found that 35% of us are worried about contracting RSV and/or COVID. Another 39% said they’re only worried about the flu.

And though those worries are there, are we doing anything about them? Annenberg Public Policy Center director, Kathleen Hall Jamieson said just 21% say they’ve gotten a flu shot this season.

That’s below last year’s 26% at this time.

“Because getting a flu shot yearly not only helps to protect us from serious infection but also predicts our acceptance of other CDC-recommended vaccines, the drop in reported flu vaccination we see reflected in our panel is worrisome,” she said.

Those taking the survey are split when it comes to COVID-19 vaccinations.

  • 44% said they’re unlikely to get the jab
  • 40% said they’ll likely get a COVID booster
  • Just 8% said they’ve already gotten a shot

As for the COVID-19 vaccine, just 20% say they’ve gotten one so far and 25% of those surveyed say they haven’t gotten one yet but plan to get one soon.

RSV is another issue. A vaccine has been approved for seniors and 55% of those surveyed say they’ll recommend that a friend, family friend, or a relative over 60 get the RSV shot.

Source link: The Hill —