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

The Federal Trade Commission (FTC) says it’s going to crack down on those companies sending out endless — and unwanted — robocalls and telemarketing calls. Operation Stop Scam Calls is being led by the FTC and involves 101 other federal and state law enforcement agencies.

This includes the attorneys general for all 50 states and Washington D.C.

Samuel Levine heads up the FTC consumer protection bureau and he notes that over 180 enforcement actions and initiatives are part of the new crackdown. “We don’t know too many people out there who enjoy getting scam calls,” Levine said. “A single unwanted call is one too many.”

One of the purposes is to catch those doing lead generating by promising free rewards for responses, or to get someone a job interview. All of that is designed to gather personal information that can be sold.

Much of what the FTC and these law enforcement agencies are trying to prevent is already illegal. The National Do-Not-Call Registry was created in 2003 and 246.8 million of us told the FTC we don’t want robocalls or telemarketers bothering us.

They still do.

That answer leads to an important question. Will this action make things better? Time will tell but it’s doubtful that very many of us think it will.

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