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


Those of us working in the business already know this but it’s nice to see a survey bear out this truth. Technology and a lot of online buying options have NOT changed the minds of consumers. They want to work with, and buy insurance from, an independent insurance agent.

In our case, it is an independent agent of the PIA.

One form of proof of this premise — other than the survey information we’re about to share — is what some of the direct-to-consumer model insurance companies. They’re moving their business model from strictly online contact to using agents.

And this isn’t just for the benefit of older consumers.

A survey done by Agent Hero says from Generation Z on up, consumers want to work with a person and not with a computer, or a phone. They find value in working with that agent. Here are some numbers:

65% of all consumers will use an agent in the future

81% of Baby Boomers will

79% of Generation X consumers will

84% of Millennials like agents and will keep using them

69% of Generation Z consumers who have worked with an agent will do so again

Here’s a link to the Agent Hero survey. You’ll find the conclusions found there, fascinating:


Source link: —

Washington’s Credit Scoring Ban: On Hold — Again

  The Professional Independent Agents of Washington (PIA), the American Property Casualty Insurance Association (APCIA), the Independent Insurance Agents and Brokers of Washington (IIABW) and the National Association of Mutual Insurance Companies (NAMIC) have successfully stopped Washington Commissioner Mike Kreidler’s second decision to ban credit scoring in Washington State. It was set to go into …

Washington’s Credit Scoring Ban: On Hold — Again Read More »

Your Clients & Maybe You — Small Business Big Target of Fund Transfer Fraud

  Coalition is a cyber insurer. The company recently released its 2022 Cyber Claims Report. In the report, Coalition talks about fund transfer fraud (FTF) and how it’s increasing at an exceptionally rapid rate. From 2020 to 2021, FTF frequency jumped 21% for companies with less than $25 million in annual revenue. For those with …

Your Clients & Maybe You — Small Business Big Target of Fund Transfer Fraud Read More »