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

In 2023 immigrants started more new businesses than U.S. born citizens. The rate at which they established those businesses is double that of people born here. And many aren’t citizens.

The opening statements of this story come from a study of federal government labor statistics and census data done by UCLA professor and economist, Robert Fairlie.

Here’s what he found:

  • 670 out of 100,000 immigrants — or 0.67% — launch new businesses every month in the United States
  • The overall average for adults in the U.S. is 0.35%
  • Latinos started more businesses than any group at 0.6% — or 600 out of every 100,000
  • The number is 0.34% for African Americans
  • The number is 0.31% for Asian Americans
  • The number is 0.28% for white Americans

Gustavo Suarez owns and operates TREZ,  the nation’s first payroll platform for Latino businesses in the U.S. He said when they arrive, most immigrants have a mindset “of wanting to improve their lives, of wanting something better, of wanting to create impact.”

They apparently do. Those businesses — a recent Stanford Latino Entrepreneurship report said — contribute $800 billion to the U.S. economy.

  • The median growth rate for Latino businesses was 25% from 2019 to 2022
  • It was just 9% for white and other non-Hispanic owned businesses
  • Federally-backed loan programs to Latino businesses hit a record $3 billion in 2023
  • That number is double over 2021’s loans

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