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

Personal lines insurance is growing more expensive by the quarter. Not only are insurers struggling with rates, they’re fighting to keep people from leaving them to go to a company offering a lower rate.

And though that rate isn’t often that much lower, J.D. Power and Associates says — when it comes to homeowners insurance — 57% of people who changed carriers in 2022 did so for a more rate-friendly policy.

So who do you trust? And how important is trust to retaining cliental? It’s critical says Bill Martin, president and CEO of Plymouth Rock Home Assurance.

“We are in the process of a correction that isn’t over, and won’t be over in 2024,” Martin said. “It is going to keep going, and that is because we are still catching up to our costs like the increasing prices for construction materials and labor.”

He thinks we’re in for another 18 months of rising rates. They’ll be a bit less high than last year but rising nonetheless.

With that, here is J.D Power’s list of the most trusted home insurers in the country:

1. State Farm

Net trust quotient score: 105.3


Net trust quotient score: 105

3. Farmers Insurance

Net trust quotient score: 99.6

4. Allstate

Net trust quotient score: 98.8

5. Nationwide

Net trust quotient score: 97

6. Liberty Mutual

Net trust quotient score: 95.8

7. Travelers

Net trust quotient score: 94.7

8. Progressive

Net trust quotient score: 94

9. The Hartford

Net trust quotient score: 93.9

10. American Family

Net trust quotient score: 91.7

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