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

There is a growing concern over juries issuing what are being called “nuclear verdicts.” These are verdicts for assorted transgressions that have leaped into the millions of dollars.

The corporate PR firm, Marathon Strategies defines nuclear verdicts as legal-system abuse and says they have contributed greatly to rising business insurance costs. The company came to that conclusion after reviewing 900 cases against corporate defendants between 2009 and 2023.

The verdicts were of $10 million or more and impacted a variety of industries.

  • Since 2009 verdicts from state and federal courts against corporations totaled $169 billion
  • Since 2009 over half of these verdicts came from the PIA Western Alliance state of California and Texas, Florida, and Pennsylvania
  • The nuclear verdicts involved 100 different industries.
  • Most common were chemical production, oil and gas, telecommunication services, IT consulting and semiconductor manufacturing.

Here are the totals in the top-5 states:

1. Texas

Total amount from 2009 to 2023 — $45 billion

2. Florida

Total amount from 2009 to 2023 — $33.2 billion

3. California

Total amount from 2009 to 2023 — $25.23 billion

4. Missouri

Total amount from 2009 to 2023 — $11.83 billion

5. Pennsylvania

Total amount from 2009 to 2023 — $11.34 billion

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