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 PIA faithful — agents and companies — will gather in Spokane, Washington on September 27-29 for the annual joint conference with the Independent Insurance Agents & Brokers of Washington (IIABW).

And a splendid time will be had by all.

The fun starts on Wednesday with the annual golf tournament. Not into golfing? New this year is paint and sip at Pinot’s Palette.

No agent and company conference anywhere can ever top anything done by the PIA and the Washington joint conference. While some might be as good, none are better and that is why that statement is so very, very true.

So, agents/brokers, CSRs, and marketing reps, go to the link below and to our website, register to attend and then mark your calendars.

As always, the annual joint conference has plenty of information shared by industry experts. There are also ample opportunities to network with fellow agents and company representatives. And all of it is wrapped around and set in one of the finest hotels in the Northwest.

While it’s always lots of fun, and a great way to spend a few days away from the office, the main reason we all gather each year is to learn something. Here’s a link to take to you to this year’s agenda —

By the way, this is the only annual statewide industry event in Washington that gives hundreds of agents/brokers the opportunity to meet with and learn from insurance companies, wholesalers and other companies they do business with.

Click this link to register —

Want to exhibit? There’s still some room — click this link for more information —

Sponsorships are still available, too. Go to this link for information —

Here’s information about the Davenport Grand Hotel —

Golf anyone? —

For more information —