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 insurance quote company, Policygenius took a look at AI and at who actually trusts this new, and controversial technological innovation. When it comes to AI and the insurance customer experience, people aged 18 to 34 are about three times more likely to trust AI than insureds 55 and up.

When it comes to specific insurance, 34% of auto and home and renter customers say they trust AI to do application, customer service and claims functions without human supervision. Those insureds who’ve purchased insurance online are more likely to trust AI than those that haven’t.

That leads to the 25% saying they won’t trust AI at any point and for ANY insurance function.

Breaking it down, most consumers are okay with AI reviewing applications. However, just 25% fully trust AI to do all the work without some sort of human oversight.

  • 24% fully trust AI to do all customer service tasks without human oversight
  • 43% do not trust AI with all of those functions

And just 21% trust AI to manage their claims and damage assessments and payouts.

While AI is somewhat controversial for consumers, McKinsey & Co. has done research that says the use of AI for pricing, customer service, underwriting and claims could cut expenses for an insurer by up to 40%. Source link: —