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

The Federal Trade Commission (FTC) has voted 3-2 to ban non-compete agreements. Existing non-compete agreements — except those for senior executives — will be voided out when the rule finally takes effect.

The PIA is on paper as opposed to the ban.

“Not only will current non-compete agreements become invalid, but employers will have to notify employees in writing that those agreements are no longer valid,” PIA National wrote in a news release. “This will clearly affect insurance agencies wishing to keep producers from leaving and directly competing against them.”

The Democrats on the commission contend non-compete agreements keep individual worker wages low because they can’t easily switch jobs because they signed a non-compete agreement.

The FTC claims one in five of us have signed non-compete agreements. That totals 30 million employees in the U.S. In its decision, the FTC claims the ban will increase worker incomes by $488 billion in the next 10 years.

It will also create more than 8,500 new businesses each year of that decade.

Not so says the U.S. Chamber of Commerce. Immediately after the FTC issued the ban, the chamber filed a lawsuit in a federal court in Texas to ban the ban and keep the FTC ruling from being enforced until the courts make final decisions on whether it actually has the authority to make such a rule.

“Companies will face substantial legal costs as they are forced to resort to other tools to attempt to protect their investments,” the Chamber said. “And the economy as a whole will suffer as start-ups and small businesses are unable to prevent dominant firms from hiring their best employees and gaining access to their confidential information.”

As part of its justification for instituting the ban, the FTC said it solicited comments for a year and received 26,000 responses. Of them, 25,000 favored the ban.

The American Property Casualty Insurance Association (APCIA) also stepped into the fray. “APCIA is concerned that the current proposed rule invalidating non-competes will impact tens of millions of workers across all major industries, including the financial services sector and insurance,” the insurance group noted.

The FTC rule will likely face an uphill battle says Jeremy Merkelson of the law firm Davis Wright Tremaine. It represents employers. He said the FTC doesn’t have the authority to institute a rule when Congress has — over and over — declined to pass bans on non-compete agreements.

“I think the Supreme Court has all it needs to rule that the FTC’s big swing was not greenlit by the legislative branch,” Merkelson said.

PIA National’s Pete Hanson is currently updating the sample producer contracts that we offer to members for free in our member InfoHub at, and those will be updated shortly.

He said feel free to reach out to him at if you have questions or if, once it is available, you would like to receive a copy of the updated producer contract from PIA.

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