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

As we all know, several non-insurance companies are now selling insurance. And the trend is growing. Amazon sells insurance. Google sells insurance. Others are circling the industry like sharks and are ready to dive in and participate.


The popularity of doing business digitally is fueling the push. Theory says you can easily write a complicated insurance policy online in a few minutes. Agents know that’s not really a good idea.


Amazon users do not. Neither do those going to Google. And the people using the Internet to purchase complex insurance policies other places do not. That’s unfortunate, but it appears to be reality.


Even — the digital arm of National Underwriter — appears to think the advancement of technology makes this a palatable idea.


“Insurers should expect leading tech companies such as Google and Amazon to extend their influence into the sector,” PropertyCasualty360 wrote. “By leveraging their information and analytics to state firms, these companies could create a new stream of digital resources. Carriers can turn to such firms and form partnerships through which nice insurance products can be personalized. Tech companies bring a burst of creativity to the insurance market, setting a new standard in product distribution.”


At the same time, such action has the potential to put a huge hole in the independent agency system.


What do people think of the idea of purchasing important insurance from companies like Amazon and Google? did a survey and looked at how people would react to being offered insurance by Amazon, Facebook and Google. It asked if people would — for example — purchase renters or homeowners insurance from Zillow. Or how about health insurance from CVS? Tesla for auto insurance anyone?


Most of the 1,500 people surveyed trust Amazon but do not trust Facebook or Google for an important insurance purchase.


  • 55% said they trust Amazon for an insurance purchase
  • Just 46% said the same about Google
  • 38% trust Facebook for an insurance purchase


As for specific types of insurance:


  • 66% said they’d bag a traditional insurer to buy auto insurance from Tesla, Ford, or Honda
  • 34% would not
  • 61% of renters and homeowners said they’d buy their insurance from Zillow or a like company
  • 39% would not
  • 59% noted they’d be interested in looking at CVS or Walgreens for purchasing health insurance
  • 41% said they would not and would use traditional health insurers
  • 51% would buy disability insurance from an HR company or a payroll company
  • 49% would not


Of all the maybe-maybe-not questions asked, consumers were most interested in picking up auto insurance from an automaker.


As for the reality of things, Tesla has been selling an auto insurance product in California since 2019 and since has put one out for consumers in Texas and Illinois. It is looking at expanding into the PIA Western Alliance state of Washington in the very near future.


It also might not be too long before CVS and Walgreens start selling health insurance. CVS just purchased Aetna and both companies are now looking at a product that will bring down health insurance costs.


Walgreens is also getting into the health insurance act.


Source link: —

Around the PIA Western Alliance State

Washington — High Street Buys Insurance Services Group: High Street Insurance Partners has purchased Insurance Services Group. ISG has offices in Edmonds, Sequim, Port Hadlock, Mount Vernon and Redmond. Its 25 employees offer commercial and personal lines insurance in a dozen states. No purchase price was released. Source: Business Insurance —