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

Big News — PIA National & AIMS Society to Merge

The National Association of Professional Insurance Agents (PIA National) and the American Insurance Marketing and Sales Society (AIMS Society) are going to merge. A formal agreement was signed by both organizations and has been approved by the members of each association.

The purpose — say the two associations — is to redefine the future of insurance education.

Both PIA National and the AIMS Society have a deep history of providing top-flight education for independent insurance agents. PIA National Executive Vice President and CEO Mike Becker said the PIA has been known as the “education association” for several decades. The PIA has long encouraged — and sponsored — professional development via the affiliate chapters like the states in the PIA Western Alliance.

AIMS started in1968 as The Firemark Society (FMS). Its goal was to give training, information and networking opportunities to independent insurance agencies and agents. For the last few decades the AIMS Society has exclusively been dedicated to marketing and sales education for the insurance industry through the Certified Professional Insurance Agent (CPIA) designation.

This is a big win for PIA, the AIMS Society, and the insurance industry,” Becker said.Our organizations will build upon the CPIA designation framework and utilize PIA resources to further empower the insurance professional of the future.”

The merger — Becker added — more or less returns the CPIA to the PIA.

The strategic partnership between our organizations is especially appropriate, as the CPIA designation was originally offered exclusively by PIA until 1996, when PIA transferred it to the AIMS Society,” Becker said. So the partnership we are announcing today is not only a coming together, but also a coming home.”

For the PIA and its members, the merger is a good thing, and it is a positive on many levels. The merger gives the PIA its own professional designation program and could be used as a tool to drive membership.

It puts PIA in the forefront of the professional designation world.

AIMS president, Dulce Suarez-Resnick agrees the merger is an excellent idea, and is a very good move for the independent insurance agents of the PIA.

The AIMS Society is excited to partner under the PIA umbrella to expand program offerings for the benefit of independent insurance agents and the entire insurance industry,” Suarez-Resnick added.This alliance positions both organizations as forward-thinking, with a focus on the future.”

Source link: PIA National —

Source Link: Property Casualty360-

Source Link: Insurance Journal-

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