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

Reagan Consulting tracks mergers and acquisitions in insurance. A recent report from the company says M&A activity will be intense in insurance through the rest of the year.

This despite huge economic challenges facing the country.

“There are still a significant number of well-capitalized buyers in the market anxious to do deals,” the Reagan report said. “As a result, we expect robust deal activity to continue in 2023 and accelerate from the 99 transactions completed in the first quarter.”

M&A activity in the first quarter of this year was down 26.7% from the 135 in 2021. It was down 43% from the 174 in the fourth quarter of 2022.

The average valuation in the first quarter hit 12.5 times earnings before interest, taxes, depreciation and amortization for a brokerage earning $3 million to $5 million a year. Even better, privately held brokers had organic growth of 11.1% in the first quarter. That’s the best growth rate since Reagan Consulting started doing these surveys.

Public brokers had first quarter organic growth of 9.7%.

The best financial news came in commercial P&C lines. They had first quarter organic growth of 11.7%. That’s the second highest rate in the history of the survey. The hard market, inflation and an economy that’s humming along are the reasons.

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