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

Members of the California Legislature are lobbying California Insurance Commissioner Ricardo Lara to do something to help residents find affordable homeowners and renters insurance. The letter to Lara was penned by 18 state senators on February 6th.

“As you know all too well, the homeowners’ insurance market in California is experiencing severe disruption due to increased climate-related risks, particularly wildfires,” the letter said. “Homeowners association (HOA) communities and residents of condominium developments in wildland-urban interface (WUI) areas of the state are facing particular difficulty accessing coverage because of the high concentration of risk.”

Like homeowners, some condominium owners are struggling to find coverage and others can’t afford the drastic jump in rates and also can’t accept the lower coverage limits.

“Constituents have reported special assessments of thousands of dollars per year, and in some cases, premiums of nearly $1,000 per unit, per month just to maintain the master policy of their housing development,” the group said. “This is an untenable situation, potentially affecting millions of California homeowners.”

The 18 senators are calling on Lara and the California Department of Insurance to increase the commercial limits of the state’s FAIR Plan from $8.4 million to $20 million.

Lara’s response was on Social media.

“Expanded coverage options for HOAs and community associations, including a stronger FAIR Plan, is a top priority for my new term,” he wrote. “We have to hold insurance companies accountable to covering Californians. We want them to be part of the solution, not the problem, and work with us to protect homeowners and businesses.”

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