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

These days data privacy is an important topic to consumers and to business. California was the first state to address the issue of businesses gathering and selling consumer data.

Since then other states have joined the push.

Surprisingly, there still has been no rush by the federal government to insist on more protections. So the states are left to craft their own versions of data safety and policies on data gathering.

Two PIA Western Alliance states, Oregon and Montana have now joined the handful of states where data privacy has become a government concern.

Montana’s Consumer Data Privacy Act goes into effect on October 1, 2024. The act has a lower compliance threshold than most states doing this law. It targets companies processing personal information of 50,000 or more consumers, or processing the data of 25,000 or more customers, and that are getting 25% of gross revenue from the sale of that data.

The law gives businesses a very short window to comply, and a much shorter one than most other states. Companies have just 16 months between the passage of this law and its going into effect.

Montana is also putting a ban on TikTok and other social media companies.

The Oregon Legislature passed the Oregon Consumer Privacy Act during last year’s session. It was passed in July of 2023 and goes into effect in July of 2024.

While the law is very similar to the laws passed in Delaware and Colorado, the Oregon act differs in that it looks specifically at data for transgender and nonbinary individuals, and pays close attention to citizenship and immigration status.

They are put under the sensitive data umbrella.

Oregon’s law limits entry-level exemptions for organizations regulated by the Health Insurance Portability and Accountability Act — also known as HIPAA, or the Gramm-Leach-Bliley Act (GLBA).

It does, however, give some data- level exemptions for those organizations.

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