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

At this point no one knows if this is a national trend from cities with a homelessness population problem, politically-driven crime and other social issues, but for the leadership of the city of Seattle, Washington, this has to be a huge concern.

A poll conducted by the Seattle Times and Suffolk University finds that 33% of Seattle’s residents said they’re seriously considering moving to greener pastures. While 67% said they’re staying, 37% of the 33% blamed impossible to afford housing and 34% of the 33% said they’re very worried about their personal safety.

Why people are considering abandoning the city is often tied to income levels and to home ownership.

  • 44% of renters are move likely to consider moving than a homeowner
  • However, 27% of homeowners said they want to move
  • Those with incomes under $20,000 a year cited unaffordable housing costs as the reason to leave
  • This group is also more likely to experience homelessness and housing insecurity than those with higher incomes

People with incomes of $250,000 or more a year, and who want to leave the city cited public safety as their main concern.

Of those wanting to move:

  • 80% said Seattle is a poor place to live
  • 66% don’t feel safe in their neighborhoods
  • 65% say they want to leave because the city isn’t making progress in getting the homeless off the streets
  • That 65% say things with the homeless are getting worse
  • 60% say the quality of education in public schools is getting worse

For the 66% that are staying:

  • 88% rated Seattle as a great place to live
  • 72% feel safe in their neighborhoods

Good news for city officials from the two-thirds wanting to stay but the 28% who say they’re not leaving, and that don’t feel safe in their neighborhoods, has to be a bit of a worry.

Another problem faced by Seattle residents is the cost of living in the city. It has risen 20% since 2020. The metro home price index is 40% higher than it was in 2018. Fortunately, that figure is now down from the 50% in 2022.

Wages for most workers are not keeping up with cost increases.

Oh, the survey also got political.

  • Republicans are more likely than Democrats to want to move
  • 53% of Republicans say they want to leave
  • Just 24% of Democrats feel that way

And where do people want to go and where are they going? The top destinations are Phoenix, Arizona and Spokane, Washington.

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