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

PIA National has published its 2023 Policy Priorities. The priorities — says PIA National Vice President of Government Relations Jon Gentile — focus on a variety of issues important to the independent agent and agency members of the PIA, and to the independent agency system.

“In consultation with PIA members across the country, we have developed these Policy Priorities for this year,” he said. “While these items are our top priorities for 2023, PIA is always working to promote the interests of our independent agent members, wherever those interests take us.”

Here are the association’s priorities:

  • Crop Insurance: PIA supports the federal crop insurance program, which is a highly technical program that relies on the expertise of independent insurance agents. With the Farm Bill, which includes the federal crop insurance program, up for renewal in September 2023, PIA will work to ensure the program is not subjected to budget cuts.
  • Flood Insurance: PIA supports the long-term reauthorization of the National Flood Insurance Program (NFIP) with needed reforms. The NFIP will expire on September 30, 2023 absent action from Congress. PIA will continue to seek long-term Congressional reauthorization of the NFIP to provide consistency to consumers and to avoid a lapse in the program.
  • Repeal of the Federal Insurance Office (FIO): To prevent the continued expansion of the FIO’s authority, and to prevent its further intrusion on states’ power to regulate the business of insurance, the FIO must be fully repealed. PIA will continue to encourage members of Congress to introduce and support FIO repeal legislation in both chambers.
  • Cannabis Safe Harbor: PIA strongly supports the Secure And Fair Enforcement (SAFE) Banking Act, which would protect insurance agents and carriers from federal criminal liability for engaging in the business of insurance with cannabis-related entities in states where cannabis is legal.
  • Tax Issues: PIA supports legislation which would make permanent the 20 percent tax deduction presently available to some S corporations, also known as passthrough corporations.
  • Healthcare Issues: PIA supports policies that improve independent agents’ ability to sell health insurance and demonstrate the value of employer-sponsored health coverage to the health insurance industry.
  • Consumer Data Privacy:  Rep. Patrick McHenry (R-NC), the new Chairman of the House Financial Services Committee, has indicated that passing a data privacy bill will be among his top priorities early in the new Congress. 

PIA will work to prevent Congress from passing intrusive federal law in this area; the development of a prescriptive federal legislative regime that would preempt and disrupt existing state law would be disastrous for the state-based insurance regulatory structure.

For additional information, visit PIA’s webpages on our 2023 Policy Priorities —

Source link: PIA National —