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

Liberty Mutual and Safeco did a survey on March 8th. It was in honor of International Women’s Day. The survey is titled, The 2023 Outlook: State of Women in Independent Insurance Agencies.

The results are rather enlightening.

It found that while more agencies these days have at least one woman in a leadership role, men still outnumber women in those roles by two to one. The number is staggering when considering that women make up more than half of the workforce for most insurance agencies yet less than a third of all agency owners and principals are women.

The good news is that between 2018 and 2022, the percentage of agencies with at least one woman in senior leadership, or in a principal role jumped by 12% to 47%. The bad news is that female employees are often overlooked for promotions or development opportunity.

Here are more stats of interest:

  • 80% of millennial and Gen Z men working in important insurance roles are excited about their future in the agency
  • Just 56% of women in those age groups could say that
  • Over 50% of men in those groups say their manage is actively developing them for a leadership role
  • Just 38% of women think that

Christina Walker of Liberty Mutual wrapped up her company’s thoughts about the survey.

“More women in agencies are ready to be leaders,” she said. “They are hungry to share their expertise and are uniquely positioned to connect with customers and transform their agencies.”

Source link: Insurance Journal —