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

With marijuana increasingly being made recreationally legal, more and more companies are being formed to sell the product. That has led to more requests for insurance, and questions about where to purchase such insurance.

The National Association of Insurance Commissioners (NAIC) has updated its 2019 white paper on the topic and has adopted the Regulatory Guide to Understanding the Market for Cannabis Insurance: 2023 Update.

The original white paper was done by the NAIC Cannabis Insurance (C) Working Group of the Property and Casualty Insurance (C) Committee. In addition to insurance issues, it — and the update — take an in depth look at issues surrounding the cannabis industry and how the product is regulated around the country.

As it becomes more acceptable and legal as a recreational drug, and as one used for medicinal purposes, the committee found a deep need for businesses to provide services for cannabis producers. They also need insurance.

The paper also looks at how regulation has changed from state to state. However, it does not advocate for marijuana use. The paper’s point is the affordability and availability of insurance.

Here are some highlights of the paper:

  • Most commercial insurance for cannabis producers and stores is found on the non-admitted market
  • Smaller industry businesses suffer most from a lack of admitted options
  • Insurance gaps exist in the emerging areas of the cannabis industry

Read the Regulatory Guide to Understanding the Market for Cannabis Insurance: 2023 Update white paper in its entirety —

Source link: NAIC —