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 Rutgers Center for Risk and Responsibility at Rutgers Law School took a look at the insurance departments around the country to find out who is doing the best job of giving consumers information about their policies, what those policies cover, the cost of their policies and the quality of the carrier.

Here’s what the researchers think a state insurance department needs to be doing. The top 10 best insurance departments in the country are — apparently — doing most of these things.

  • Have a website that clearly presents useful information to homeowners
  • Posting information about homeowners policies offered by all the insurers in the state on the department website
  • Make a form available to consumers to help define homeowners coverage to use as a checklist
  • Require all homeowners insurers to complete the form for each available policy and have it posted on the department website
  • Have a tool on the website where premiums can be compared by policy type
  • Post information on complaints to show how each company performs in comparison to other companies
  • Post information on how companies pay claims

Those are the standards Rutgers used to rank all insurance departments in the country. The insurance departments in two PIA Western Alliance states made the top-10 list. California sits on top and Nevada is ranked 6th. 

1. California — 4.5 stars

2. Texas — 4.5 stars

3. Maine — 4 stars

4. Missouri — 4 stars

5. Oklahoma — 4 stars

6. Nevada — 3 stars

7. Louisiana — 3 stars

8. Colorado — 3 stars

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