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

Small business owners need insurance companies insuring them that specialize in small business insurance. Forbes Advisor’s editors Jason Metz and Amy Danise took a look at insurers that focus on small business and picked the 10 best of the bunch.

“When you’re buying small business insurance, your coverage decisions depend on your business’s type and size,” Metz and Danise said in the article on these insurers. “Common types of small business insurance include general liability, commercial property and workers compensation insurance.”

The U.S. Chamber of Commerce told the two editors and Forbes Advisor that small businesses need to do a deep look at their insurance coverage every year. “The most common mistake that many business owners make,” the chamber said, “is to blindly renew their insurance policies without taking their changing needs into account.”

These are the lines of insurance these small businesses will cover and the lines of insurance small businesses need to consider when looking at coverage.

  • General liability
  • Commercial property liability
  • Workers’ comp
  • Commercial auto insurance
  • Errors & omissions
  • Inland marine
  • Cyber liability
  • Short-term liability
  • Medical malpractice

Here are the top 10 best small business insurers working today according to Forbes Advisor. They’re rated by a 0 to 5 star system:

1. Allianz — 5 out of 5 stars

2. Allstate —  5 out of 5 stars

3. Clear Blue Insurance Group — 5 out of 5 stars

4. Farmers — 5 out of 5 stars

5. Acuity — 4.5 out of 5 stars

6. CNA — 4.5 out of 5 stars

7. Frankenmuth Insurance — 4.5 out of 5 stars

8. Travelers — 4.5 out of 5 stars

9. Chubb — 4 out of 5 stars

10. Cincinnati Insurance — 4 out of 5 stars

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