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

Last week PIA National and National Underwriter (NU Property & Casualty) released the results of their annual independent agent survey.

Close to 750 agents responded between November of last year and January of this year. The links below are some takeaways from the Seventh Annual Independent Insurance Agent Survey.

One of the links has comments on the survey from PIA National Executive Vice President and CEO Mike Becker. One of his comments had to do with the strongest form of competition that an independent agent faces today. It’s the direct writer.

Becker said agents feel their much different in a number of areas:

  • At 86.6%, relationships are what agents feel is the biggest difference between them and their direct writer competitors
  • Service came in second at 79.3%
  • Expertise was the third most picked difference at 63.7%
  • Advice was fourth with 54.5% saying the personal advice given is the top difference between a direct writer and the agent

“The continuing success of independent agents and the growth of the agency distribution system, even in more challenging times, should not come as a surprise,” Becker wrote. “Professional independent insurance agents are in a business built on relationships and provide service to clients that draws on their unique expertise.”

Here are the links to parts one and two of the survey and to Becker’s conclusions.

Part One: The 2023 NU/PIA Independent Insurance Agent Survey |

Independent insurance agents: Thriving in difficult times —

Part Two: The 2023 NU/PIA Independent Insurance Agent Survey |

Insurance agents face and overcome challenges —

Analysis and commentary: 2023 Agent Survey |

Insurance professionals win with optimism

By Mike Becker — full article—

For those of you wanting to wait for more time to go through what’s in those links, PIA National composed a news story on the survey.

“Many respondents reported having a good year despite more widespread difficulties,” PIA National wrote. “For instance, nearly 67% of agents’ businesses grew in 2022, with 25.7% reporting growth of more than 10%. About seven out of 10 respondents said their earnings also grew over the last year.”

A huge percentage of the respondents talked about the current, very difficult, economic climate and how it impacts them, the agencies the own or work for, and their clients.

“More than one in three survey respondents said their clients have decreased coverage to save money,” PIA National noted. “Conversely, around 25% of respondents explained that their clients have increased insurance coverage to match the market in terms of replacement rates and costs. Respondents reported that “avoiding burnout,” “finding com

Source link: PIA National —

PIA Oregon’s Lobbying Efforts — Another Positive Reason for Membership in the PIA

There are many reasons for membership in the PIA. The reasons run from insurance products, access to affordable E&O, education, relationships with companies and other agents and more. One of the many is the association’s connections to what’s happening politically in each of the states we represent. In this case, it’s Oregon. PIA Oregon Lobbyist …

PIA Oregon’s Lobbying Efforts — Another Positive Reason for Membership in the PIA Read More »

Prior Authorization — Big Delays Causing Big Problems

The American Medical Association has a big complaint. It says 94% of physicians have reported that care was skipped by a patient because of long delays in preauthorization requirements by health insurers or state regulators involving health insurance. Here’s what the AMA had to say about its physician survey that took place in December of …

Prior Authorization — Big Delays Causing Big Problems Read More »

Around the Western Alliance States – March 13, 2023

California — Agents & Fraud CE: The California Department of Insurance is now requiring agents to take one hour of anti-fraud continuing education every two years. Here’s what the law says. The California Department of Insurance hereby notifies you that sections 1749, 1749.3, 1749.31, 1749.32, and 1749.33 of the California Insurance Code were amended to …

Around the Western Alliance States – March 13, 2023 Read More »