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

Willis Towers Watson (WTW) just released its assessment of third quarter commercial insurance rates. An overall average hike of 6.1% isn’t far off from similar reports.


According to WTW’s director of insurance consulting and technology, Yi Jing, commercial property had an average rate hike hitting double-digits. So did excess-umbrella liability.


Continuing on an upward trajectory, rates in the third quarter reflected a subtle shift from the prior quarter,” Jing said. While the overall increase rate was somewhat similar to the prior quarter, some coverage lines experienced notable double-digit increases.”


While commercial and personal lines rates continue to rise, brokerage Woodruff Sawyer is predicting a softening of the hard market as we go into 2024. The prediction is for single-digit rates for all P&C lines.


Ivans is thinking the same thing and predicts that increases for property insurance will be dropping.


Woodruff Sawyer’s report says the move toward single-digit rate increases will depend a lot on inflation and catastrophe losses, and with reinsurance costs. Contributing to the challenges in the property market is valuation,” the report said. Some insureds have not been proactively increasing replacement cost values, and when large industry losses occur, it has a negative impact on the entire industry.”


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