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

The 2023 PIA Montana and Independent Insurance Agents of Montana Joint Conference is July 18th and 19th at the beautiful Fairmont Hotsprings in Fairmont, Montana.

It’s not something Montana agents — or agents from nearby states — will want to miss! As always, the joint conference brings together agency principals, producers, support staff and carrier representatives for the largest insurance meeting in Montana.

The two-day event focuses on ways to inspire the combined memberships of the two organizations via engaging discussions, incredibly useful workshops and motivational speakers.

All of this — and more — at the fabulous Fairmont Hot Springs.

And what better way to celebrate Insurance Nerd Day than with us at Fairmont Hot Springs?

This year the  traditional trade show has been replaced more — and we think — better concentrated networking. It takes networking to a whole different level with teams, roundtables and fun!

And it wouldn’t be a conference for Nerds if we didn’t include an important legislative update and information on cyber, AI and what’s happening in insurance technology.

Here’s the conference agenda

Tuesday, July 18, 2023

 9:00 AM – 9:50 AM — Welcome Ice Break – Meet your Team

10:00 AM – 11:50 AM  — General Session

  • Claims from an E&O perspective
  • Pop Up discussion – Bob Biskupiak, Deputy Commissioner of Insurance
  • Nightmare Claims – CL/PL

11:50 AM – 12:00 PM — Break

12:00 PM – 1:15 PM — Awards Luncheon

1:30 PM – 3:30 PM — General Session

  • Technology – Speaker Matt Slade, NetStar Inc.
  • Pop Up discussion – Sales Presentation
  • Technology – Billings Tech Guys
  • Pop Up discussion

4:00 PM — Putt Putt Golf Tournament

5:00 PM — Corn Hole Tournament

6:00 PM — BBQ

Wednesday, July 19, 2023

7:00 AM – 7:45 AM — PIA Board Meeting

7:30 AM – 8:30 AM — Breakfast

8:30 AM – 10:45 AM — General Session

  • Opening remarks and team cheer winners
  • Round Table – “Speed Dating”

10:50 AM – 11:50 AM

  • CE (Pending Approval) : Legislative Update – Scott Tuxbury, Presenter

12:00 PM – 1:15 PM — Box Lunch and Discussion

1:30 PM – 3:00 PM — Technology and You – Matt Slade, NetStar Inc.

For questions or if you need additional information please contact Connie Jacobson with IIAM at 406-442-9555 ext 101, email or Melissa at the PIA at 888-246-4466 ext 116, email  We would love to hear from you!

Click this link to register —

For more information —