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

Independent Insurance Agents and Brokers of America (the Big I) CEO Bob Rusbult has been terminated. He was going to retire in the next couple of months but was asked to step down early because of remarks he made at the organization’s annual conference in April.

The incident began with an interview session Rusbuldt did with Fox News host Jesse Watters. He’s known for making remarks on air that aren’t often considered politically correct. In the interview, Watters apparently questioned the gender of Vice President Kamala Harris.

Watters comments — and those of Rusbuldt — were so offensive that many people got up and left the room. What Rusbuldt said has not been reported but they were apparently offensive enough that the board asked him to retire early.

“It is disappointing to see Mr. Rusbuldt end his 37-year career at the Big ‘I’” in this way,” the association said in a news release. “Much more distressing, however, is the hurt and discomfort so many of our members, partners and staff experienced as a result of his remarks.”

The board said the Big I in no way condones or agrees with any of Rusbuldt’s statements but does take full responsibility for them.

“We deeply regret that this incident occurred at an event that is intended to celebrate our organization and its membership,” the board said it its statement. “We have been working with our DEI team internally and externally since the event on ways to foster a more inclusive and respectful culture and ensure that nothing like this ever happens again.”

Rusbuldt also apologized.

As for Watters — his PR team says he doesn’t have any recollection of what was said and “the unscripted Q&A participated in was well received with executives thanking him profusely afterward, enthusiastically taking photos, and presenting him with an award.”

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