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

PIA National has been at odds with the Federal Insurance Office (FIO) since it was established in 2010 under the Wall Street reforming, Dodd-Frank Act. The association believes it is a federal overreach and has constantly reminded members of Congress, and the FIO, that insurance is regulated by the states and not by the federal government.

The latest tussle between insurers and insurance associations like the PIA is when the FIO announced it would be collecting data on climate-related risks directly from P&C insurers.

Needless to say, that decision went over like a lead balloon.

Insurers and insurance associations like the PIA, the American Property Casualty Insurance Association (APCIA) and the National Association of Mutual Insurance Companies (NAMIC), and others immediately fought the FIO decision.

Legislation was introduced in Congress to reign in the FIO in September of last year. PIA National supports the Insurance Data Protection Act, a bill that makes clear just how much power the FIO has to collect data and subpoena insurers.

The sum total of power? It’s zero.

The FIO has now backed off and says has reached an agreement to collect the data it needs from the National Association of Insurance Commissioners (NAIC).

Jimi Grande is NAMIC’s senior vice president of federal and political affairs. He thinks the FIO and NAIC decision is a good one.

“State regulators have examined the critical impact of climate change on insurance markets and consumers for over a decade and continue to do so,” Grande said. “Agreements between the states and FIO will help ensure that state regulators, who best understand what is needed, collect climate-related data. It will also insulate their effort from federal intrusion on state-based insurance regulation.

Source link: Insurance Journal —

Do it Now — PIA National & National Underwriter’s 6th Annual Agent Survey

The 2023 National Underwriter Property Casualty (NUPC)/PIA Independent Agent Survey is underway. The survey is easy to do, takes just a few minutes and will be open through January 10, 2023. All PIA members — and that includes you, the PIA Western Alliance member agents — are encouraged to participate. The 6th annual survey is …

Do it Now — PIA National & National Underwriter’s 6th Annual Agent Survey Read More »

Join us for an exclusive PIA member session on customer retention and growth!

PIA National is inviting you to an important agency growth session. It is titled, The Path to Agency Growth? It’s All About Customer Retention. The program features special guest speaker, Chris Paradiso, Paradiso Financial and Insurance Services. The session will discuss: Join us for an interactive session. Register here for the January 10th session here: …

Join us for an exclusive PIA member session on customer retention and growth! Read More »