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

Friday, September 9, 2022 Newsline Edition can be found HERE

The Joint PIA Washington-IIABW Conference — The Last Minute is Here!

The Professional Independent Agents of Washington (PIA) and the Independent Insurance Agents & Brokers of Washington (IIABW) have held a joint conference in Washington since 2011. It’s the only event of its kind each year in Washington. This year’s conference is September 11-13 at one of Washington’s most beautiful resorts, the Suncadia Resort in Cle …

The Joint PIA Washington-IIABW Conference — The Last Minute is Here! Read More »

Update — Judge Issues Final Ruling on Credit Scoring

  The final ruling is just a formality. On July 22nd, Thurston County Superior Court Judge Indu Thomas unofficially ruled that Washington Insurance Commissioner Mike Kreidler’s attempts to ban credit scoring exceed his authority. The commissioner has twice stepped out and, unilaterally, banned the use of credit scoring to assist in setting insurance rates. He …

Update — Judge Issues Final Ruling on Credit Scoring Read More »

Life for an Independent Agency — Business is Good!

A new survey from Keystone Agency Partners (KAP) highlights one of the reasons you are the successful owner of a smaller independent insurance agency, or are working for one. It says you can provide better service to your clients because of the ability to develop closer, personal relationships. *52% of those smaller independent agency owners …

Life for an Independent Agency — Business is Good! Read More »

The NAIC is Seeking 2023 Consumer Representatives

As insurance professionals, we’re always being asked by the organizations that represent us to nominate other insurance professionals for this award or that. Here’s your opportunity to nominate one of your clients for an important — and very needed — position with the National Association of Insurance Commissioners (NAIC). The NAIC is currently looking for …

The NAIC is Seeking 2023 Consumer Representatives Read More »