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

California’s Shasta Superior Court Judge Daniel Flynn has dropped all charges against Pacific Gas & Electric in connection with 2020’s Zogg Fire. The fire was started when a tree fell over a PG&E power line. It killed four people — including an 8-year old child — and destroyed 200 homes and businesses.

In a separate deal, PG&E has settled with the Shasta County District Attorney’s office and will pay Shasta County $50 million.

The 2021 investigation determined that the fire was caused by a pine tree that fell onto a PG&E distribution line. Shasta and Tehama counties sued and said PG&E failed to remove the tree when it was marked for removal two years before. That led Shasta County DA, Stephanie Bridgett to charge the company with criminal negligence.

PG&E said at one time the tree was scheduled to be removed but later it was deemed to be okay.

Judge Flynn disagreed with the DA and said prosecutors did not present enough evidence that PG&E engaged in criminal conduct.

Under the separate agreement with Bridgett and Shasta County, PG&E said it will give $45 million to organizations that will help rebuild local communities and assist people doing the rebuilding. A $5 million penalty was assessed and given to the county.

“I am unwilling to gamble with the safety of Shasta County,” Bridgett said. “I have a responsibility to the community and needed to secure what I can for all the citizens to prevent future wildfires, prevent future deaths and devastation, and to be as prepared as our county can be if another one occurs.”

As for PG&E, spokeswoman, Patti Poppe said, “We stand behind our thousands of trained and experienced coworkers and contractors working every day to keep Californians safe. We feel strongly that those good-faith judgments are not criminal.”

Source link: Associated Press —