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

Nationwide recently did a survey of insurance agents and business owners. That survey found that other than when it comes to the economy, the majority of agents and middle-market business owners have a positive outlook for the future.

The why of the negatives in the survey comes from continuing high inflation, high prices for some materials, labor costs that are growing, tight supply-chain issue and rising interest rates that make loans and credit more expensive.

All that makes some businesses — and agencies — looking at ways to cut costs.

Here are the findings from Nationwide’s survey about the economy:

  • 75% of middle market businesses say inflation is their biggest concern
  • 81% of small businesses rate the nation’s economy as negative
  • 61% of middle market business owners rate the nation’s economy as negative
  • 59% of insurance agents rate the nation’s economy as negative

As for their own businesses, Nationwide found:

  • 55% of small business owners rate the future of their business as positive
  • 74% of mid-market businesses rate the future of their business as positive
  • 73% of insurance agents feel positive about the condition of their business

On inflation:

  • 72% of small business owners say inflation has hurt their business
  • 75% of middle market businesses say the same thing
  • 50% of small business owners have been negatively impacted by rising interest rates
  • 62% of mid-market business owners have been negatively impacted by rising interest rates


  • 66% of all business owners are expecting a recession before the end of 2023
  • 70% think it will be as bad as the Great Recession of 2009
  • 57% of insurance agents expect a recession by the end of 2023
  • 74% think it will be as bad as the Great Recession

All business owners — Nationwide’s survey found — are experiencing economic pressures that are forcing them to look at ways to cut the cost of doing business. The price of insurance isn’t one of the costs those businesses are looking at as a negative.

However, many of the businesses responding to the survey say they are in discussions with agents about their coverage. Of those, 27% have specifically requested that their agents to send them quotes that will help lower their costs.

Source link: Nationwide —