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

We’re down to the last couple of weeks of the Cascadia Region Earthquake Workgroup’s (CREW) survey. We decided to keep it open until May 17.

If you sell homeowners or renters insurance policies, please take this 5-minute survey to help CREW understand your experiences and opportunities for discussing earthquakes and earthquake insurance with consumers.

CREW ( is surveying insurance agents who sell homeowners or renters insurance in the western United States in order to gain insight from their experiences and help emergency managers and earthquake preparedness educators engage more effectively with both agents and consumers. Funding for this project is provided by a grant from FEMA’s National Earthquake Hazards Reduction Program.

Take the 5-minute survey:

Learn more about the survey project and see the questions without taking the survey:

All responses are anonymous. The survey will be open until May 17. Once the analysis is complete, you’ll be able to access the results on the project page.

The total number of respondents so far is 797:

Alaska .5%

Arizona .3%

California 12.9%

Colorado 1.1%

CNMI .4%

Hawaii .3%

Idaho 4.6%

Montana .8%

Nevada 1.4%

New Mexico .5%

Oregon 44.9%

Utah 1%

Washington 28%

Wyoming .8%

Educating Consumers on Earthquake Insurance — A 5 Minute Survey

CREW (Cascadia Region Earthquake Workgroup) needs insurance agents in the Western states to take a 5-minute survey about your role in educating consumers about earthquake insurance. Your responses will help emergency managers and earthquake preparedness professionals engage more effectively with insurance agents and consumers, and to design successful disaster preparedness messaging and public education campaigns. …

Educating Consumers on Earthquake Insurance — A 5 Minute Survey Read More »

Independent Agents — Take an Important Earthquake Insurance Survey

CREW is the Cascadia Region Earthquake Workgroup. It wants independent insurance agents that sell homeowners and renters insurance in Western states to participate in a survey on earthquakes and insurance. It’s a five-minute survey to help CREW learn more about your experiences and opportunities for discussing earthquake insurance and earthquake risk with consumers. The information …

Independent Agents — Take an Important Earthquake Insurance Survey Read More »