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 American Medical Association has a big complaint. It says 94% of physicians have reported that care was skipped by a patient because of long delays in preauthorization requirements by health insurers or state regulators involving health insurance.

Here’s what the AMA had to say about its physician survey that took place in December of last year:

  • As we just noted, 94% of patients had care delayed
  • 80% say advance treatment approvals led to early treatment abandonment
  • 31% found preauthorization criteria set by state regulations or individual insurer parameters are rarely or never evidence-based
  • 33% found that prior authorization led to a serious adverse event
  • 9% reported delays in prior authorization led to permanent bodily damage or death

As for the effectiveness of prior authorizations:

  • 86% say preauthorization does lead to a higher overall utilization of healthcare resources
  • 64% say the preauthorizations have led to ineffective initial treatments

By the way, on average the nation’s doctors say they handle 45 preauthorization requests a week. The contend they spend two business days each week managing those authorizations. Of those responding, 35% say they have had to hire additional staff devoted exclusively to the administrative duties attached to prior authorization requests.

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