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 year Aon does a risk management survey and contacts several thousand C-suite leaders and executives to get their opinions. This year’s survey got information from 3,000 of them from 61 countries.

Aon CEO Greg Case said cyber attacks and business interruption were numbers one and two again this year. 

“The world is more volatile, reflecting a series of profound transitions across trade, technology, weather and workforce issues that have awoken business leaders to the increasingly interconnected nature of risk and people challenges,” he said.

Moving up the list this year is the inability of executives to attract and retain talent.

Case said “competitive employee value propositions and well-being strategies” have become very, very important to corporations as many are experiencing “chronic” employee shortages and demands from employees wanting a better work-life balance.

Those demands could lead to shortages in the workforce.

Aon’s survey also noted — surprise — that risks due to climate change and from artificial intelligence are missing from the top-10. Andy Marcell is Aon’s CEO of risk capital and CEO of reinsurance solutions. He wonders if risk managers just aren’t aware of the effects these two issues can have on a corporation.

“What is more confounding are the risks that are noticeably unaccounted for in leaders’ assessments of the challenges they must address, notably climate risk,” Marcell said. “What leaders need now are insights from advanced analytics and modeling alongside innovative parametric solutions that will help them make better decisions today and protect them in the future.”

Here are the top-10 concerns from the survey:

1. Cyber attack or data breach

2. Business interruption

3. Economic slowdown – Slow economic recovery

4. Failure to attract or keep top talent

5. Regulatory – legislative changes

6. Supply chain or distribution failure

7. Commodity price risk – materials scarcity

8. Damage to brand – reputation

9. Failure to innovate – meet customer needs

10. Increasing competition

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