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

No doubt the numbers would likely be a lot different if reality said artificial intelligence is going to replace a CEO’s job. But since it’s just theory, close to half of the CEOs surveyed by the online learning company, edX for Business said AI ought to replace their jobs.

The survey was done with 800 CEOs and 800 knowledge workers and the report is titled, “Navigating the Workplace in the Age of AI.”

That same group of CEOs also predict that half of the skills existing in the workforce today will be irrelevant by 2025. Sadly, edX for Business CEO Andy Morgan said those same CEOs warned that 47% of the workforce is unprepared for maybe being irrelevant, for the future of work — a future that may become dominated by AI.

“With more companies moving full speed ahead toward an AI-driven workplace, leaders are faced with an important decision: Embrace AI or be left behind,” Morgan said.

Here’s more from the survey:

  • 87% of CEOs say they’re having trouble finding talent with AI skills
  • 77% say AI is upsetting their business strategy
  • CEOs think AI will replace a lot of business functions in their organizations
  • Only 20% of employees see AI as a threat to some, or all, of their role in the company
  • Many CEOs are embracing AI technology but at the same time worry about their company falling behind
  • 80% worry they won’t know how to use AI and are unprepared for the future of work
  • 82% of execs think workers with AI skills should be paid more
  • 74% of executives think workers with AI skills ought to be promoted more often
  • Surprisingly, 82% of CEOs think if someone in the company has AI skills they should be able to work for other companies, too
  • Sadly, just 24% of employees are using their company’s programs to learn AI skills
  • 39% of employees say it’s likely they’ll quit in the next year for a job that offers them better learning and development skills

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