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

Cyber Liability – Is Your Agency At Risk?

A cyberattack can put a small business out of business. Having the right insurance can help a company stay in business.

Did you know? Several states around the country have implemented legislation that requires agencies to have a Cyber Liability Policy and Cyber Mitigation Plan in place?

Is your agency ready? Agencies large and small must recognize the need to be prepared for any type of cyber breach.

You may think you have comprehensive Cyber Liability coverage with your E&O Policy, but that is not always the case. There may be limits or missing elements of coverage that a stand-alone Cyber Policy provides.

That’s why PIA is responding – to give PIA Members a complete program to be prepared with a 4 part approach.

Cyber Risk from A to Z  – Grow your knowledge of cyber risks and the issues they can cause. This section covers 7 risks and includes examples and quizzes to test your understanding.

Cyber Risk Insurance Protection –  Insurance is a big part of cyber risk. Learn about the various aspects of insurance: what it covers, how to sell it, what questions to ask your customers, and programs you can check out. Cyber Privacy Insurance for your agency.

Cyber Risk Assessment – One of the most important steps you can take is to assess your own agency’s risk. This means looking at your operations and how you work with vendors.  You can sign up for a custom assessment to see where you have vulnerabilities. The cost is $549.


Cyber Resources for Your Agency –  Check out a variety of tools and vendors to help you protect your agency and your customers. If you’re just getting started, head to the beginner section. If you’ve been working on security, check out the advanced section.

PIA Members can also prepare their clients with the same great policy that can earn you a 12.5% commission.  Cyber Liability For Your Clients

Toggle from the drop-down menu above or the direct links in the text above to learn more.