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


Duck Creek Technologies talked with people considering an auto or a homeowner’s policy purchase. It found — no surprise — that people prefer working locally to pick up that insurance.

Translation. They want a local agent, agency, or broker.

Close to half looking at homeowners or business insurance want an agent from an agency, and 35% are looking for a broker. Just 35% want to buy directly from an insurer. When it comes to autos and motorcycles, 59% favor working locally with an agent or an agency. Just 28% work through a broker and — sadly — 39% prefer to go direct to an insurer.

One complaint heard very loudly by Duck Creek is how often insurers and agents, brokers, etc. do NOT communicate with them. Unless it’s filing a claim, 32% don’t hear from insurers at all. This is especially true of 35% of consumers buying homeowners insurance.

Just 11% have communication a couple of times annually and 29% only hear from their insurer at renewal time.

The good news is that 69% believe their insurer — though it doesn’t communicate with them — cares about them.

Source link: —

Cyber Attacks & What Business Faces Going Forward

According to the cybersecurity company, SonicWall, 67.6% of all cyber-attacks around the world occurred in the United States. Broken down, it amounts to 421.5 million hits from 2020 to 2021. That’s a 98% increase year-to-year. Worldwide, there were a stunning 623.3 million hits. That is almost 20 attempts a second. Ransomware is the most popular …

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Safe Driving — Your SUV or Pickup More Likely to Hit or Kill a Pedestrian

The Insurance Institute for Highway Safety (IIHS) recently took a look at pedestrian deaths caused by autos. It found SUVs and pickup trucks are more likely than a car to hit a pedestrian. And when they do hit a pedestrian, they’re much more likely to kill them. After examining thousands of single vehicle and single …

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The PIA Western Alliance & Alcohol — Consumption High in Several States

We just passed St. Patrick’s Day. It’s one of those holidays where alcohol flows freely. While it is one of those holidays that leads to a lot of imbibing, it’s not the only one. When it comes to alcohol consumption, the World Population Review says the U.S. ranks number 25 when it comes to drinking. …

The PIA Western Alliance & Alcohol — Consumption High in Several States Read More »