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

Finding and keeping employees is a continuing challenge for the insurance industry. An analysis of federal statistics by Ward Benchmarking and the Jacobson Group found employment in insurance in 2022 is up 1.83% over 2021.

While employment is up, the number of job openings is up as well. Jacobson Group CEO Greg Jacobson said at year’s end in 2022, there were 386,000 insurance jobs open.

“Carriers have had a difficult time keeping up with the turnover, primarily as it relates to retirements,” he said. “And then we also (are) seeing more and more employees going to alternative employers.”

Jacobson says all this in spite of the industry spending more money on wages. On average insurers and agencies issued pay hikes of 4% in 2022. In some sectors of the business — the Bureau of Labor Statistics says — wage increases hit 6%.

The 2% difference — Jacobson noted — is accounted for because of people starting jobs at new companies at higher wages. 

There’s another issue hurting insurance. Turnover in 2022 was 14.7%. While that’s huge, Jacobson said turnover slowed considerably in the second half of the year when the economy started to get a bit shaky.

By the way, most of the turnover is voluntary and not from layoffs, or firing.

Jeff Rieder of Ward Benchmarking talked a bit about the volatile economy and hiring. He said hiring these days depends on how well a specific company is doing at the time.

“Commercial lines organizations and specialty organizations in particular are expected to see continued growth whereas many of the personal lines companies are getting hit harder with not only the increase in inflation and supply chain issues, but with many states not allowing adequate rate increases to offset that,” Rieder said.

Rieder also pointed out that the pandemic is still hitting life and health companies hard.

As for hiring, the Ward Benchmarking and Jacobson Group study found it’s getting easier to hire good talent. That said, it’s still a challenge to close the deal because a lot of potential workers are holding out for more working from home and better benefits.

One of the things asked most by people considering accepting a job is whether they can work most of the time from home, or is a home-office hybrid in effect. For insurance, Rieder said, it’s a push-pull scenario.

“I think that’s where companies are struggling. How can you build that culture if employees are not actually there to be a part of it,” he said.

The study found:

  • Just 4% of insurance companies expect workers to be in the office full time
  • 4% of companies say they’re completely virtual
  • 72% say they require workers to be in the office at least once a week

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