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

Scary but true. The U.S. Census Bureau says nearly half of us have no retirement savings. For most insurance professionals, retirement planning is a must, and most of you have some sort of plan in place.

However, for many women, retirement is farther in the future than for most men.The investment management firm T. Rowe Price said the balances of women in 401(k) accounts is about 65% of what men have in theirs.

Also, annually, women put 43% less in their plans than men. Women contribute an average of $5,421 compared to men putting about $9,578 in theirs.

Nationwide Insurance found that 62% of women plan to retire much later than men, or not at all. Of those with a retirement date in mind, Lowell Smith, the CEO of the retirement provider, Iralogix, says 30% have only enough money saved up to last one to three years.

“We weren’t expecting just how dire the situation is for women and the extent to which they’ve fallen behind in their retirement preparations,” Smith said. “What’s especially harrowing is how quickly even those who have saved for retirement are going to exhaust their savings.”

One big problem for women — as we all know — is that they typically live longer than men. Health issues then become a problem that eats up retirement funds. The Milliman Retiree Health Cost Index says women retiring at age 65, and living to age 90, will likely spend $300,000 on healthcare.

Men retiring at the same age and living to age 88 will see healthcare costs hitting about $264,000.

So why are women so far behind? Here’s a list gathered from a number of sources and why they start their careers at a definite disadvantage.

  • Women usually have more student loan debt than men
  • They make less money when they enter the job market
  • Caregiving often derails careers

Currently, women are 60% of the enrolled college students in the U.S. And the education they’re getting often doesn’t pay off when you consider the cost of getting that education.

The average student loan debt for women is $30,296. For men that figure is $29,621. And — by the way — the Education Data Initiative says men are much more likely to get education financial help from their parents than women.

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