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

Insurance is one of those businesses where the ability to work from home makes as much sense as working full-time in an office. And insurers — and to a certain extent, some insurance agencies — like the idea of some sort of a set-in-stone hybrid work from home/work from the office set up.

That’s the conclusion of the Flex Index from an analysis of collated data and responses from 4,500 businesses and 30,000 offices. Those offices employ over 100 million people.

Insurers — says the Flex Index and the software firm Scoop CEO, Rob Sadow — said 52% favor a structured hybrid work environment that mixes set up times for remote work and work in the office.

“This isn’t that surprising, especially considering the size of many of these insurers,” he said. “There’s just certain parts of the job that can’t be replicated at home. Rather than giving employees the freedom to come into the office if they choose, [insurers] are now mandating in-person work for set days, the average being 2.53 days.”

Sadow that this is particularly important for new employees and younger, inexperienced workers.

“There’s just certain parts of the job that can’t be replicated at home,” Sadow said. “Being shoulder to shoulder, having unscheduled conversations that create opportunities for learning — these things are more organic but still effective.”

That said, companies with less than 500 employees are seeing some huge benefits from allowing workers to work remotely all the time.

“Real estate is very expensive, and start-ups or smaller businesses don’t have the capital to stick to an in-office plan like that,” Sadow said. “Full-time office work is becoming increasingly less relevant.”

Defining less relevant, in May of this year, just 16% of the participants in the survey required full-time office attendance. That’s an 8% drop from the information gathered in February.

Another thing to think about is employees. These days most are more attracted to a flexible workplace than one that is rigid.

Source link: Insurance Business America —