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

Every day we learn a little bit more about generative AI. Basically, that’s artificial intelligence that can do a lot of what humans do and can be trained to write and send texts, create images and other content-based data.

Salesforce Research is a customer relationship management business and software provider. It checked in with workers in all kinds of different industries in the United States, the United Kingdom, India and Australia and asked how employees are feeling about the use of generative AI.

The results are not surprisingly mixed.

Younger people are more comfortable with it and older people are not. No surprise there. What is more of a surprise is the number of people who want to use it in the workplace to make their work time easier but want it left out of their personal lives.

Here are the details of the survey:

  • 61% plan to use, or are currently using AI
  • 83% of CEOs and C-suite execs claim they know how to use generative AI and also keep data secure
  • Just 29% of individual contributors — the non-CEOs and C-suite responders — to the survey feel this way
  • Of those planning to use generative AI, close to 60% say they don’t know how to use it using trusted data sources, or how to make sure that sensitive data remains secure
  • 73% say generative AI brings with it new security risks
  • 67% say generative AI will help them better use other technology investments like other AI and machine-learning models
  • 68% say generative AI will help them better serve their customers

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