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

BOISE, ID (June 15, 2023) – The Idaho Department of Insurance will hold a public meeting to receive comments on DOI’s Intent to Promulgate Rulemaking on Tuesday, June 27, 2023, from 2:00 pm to 4:00 pm (MT). Both in-person and phone or virtual participation are available. Nine rules are being considered as part of the DOI’s plan to review each rule every five years.

There are no specific rulemaking changes planned by the DOI at this time except for evaluation and amendment consistent with the Governor’s Executive Order 2020-01: Zero-Based Regulation. It is anticipated that stakeholders may propose and advocate for rulemaking changes as part of the negotiated rulemaking process. The DOI intends to carefully consider all changes proposed by the public so long as they are consistent with the rules’ statutory authority and the Governor’s Executive Order.

The following rule chapters are germane to this rulemaking:

  • 18.01.02 – Schedule of Fees, Licenses, And Miscellaneous Charges;
  • 18.04.04 – Rule to Implement the Managed Care Reform Act;
  • 18.04.08 – Individual Disability and Group Supplemental Disability Insurance Minimum Standards Rule;
  • 18.06.01 – Rules Pertaining to Bail Agents;
  • 18.06.02 – Producers Handling of Fiduciary Funds;
  • 18.06.03 – Rules Governing Disclosure Requirements for Insurance Producers Fees;
  • 18.07.06 – Rules Governing Life and Health Reinsurance Agreements;
  • 18.07.10 – Corporate Governance Annual Disclosure; and
  • 18.08.01 – Adoption of The International Fire Code.

The full notice is published in the June 7, 2023 Idaho Administrative Bulletin, starting on page 56, and additional information will be posted to the DOI’s website at

In-person participation for the public meeting is available at:

Department of Insurance, Conference Room A

700 W. State St., 3rd Floor

Boise, ID 83702

Web meeting link:

Meeting ID: 228 131 916 245

Passcode: hNKMzz Interested parties may submit comments via email to