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

Agents? Company people, know someone thinking of starting one? If they live in the PIA Western Alliance states of Washington or California, getting things off the ground is going to be tough.

The business consulting company, Venture Smarter did some research and found Washington is the second most difficult state in which to start and maintain a small business.

California is ranked fourth.

This is the criteria that Venture Smarter used to make the rankings:

  • Average LLC filing cost
  • Annual LLC filing renewal fees
  • Average corporate tax rate
  • Average sales tax rate
  • Minimum wage
  • Average weekly wage
  • Average annual commercial rent per square foot
  • Labor force as a percentage of the population

New York is the most expensive with a score of 79.07 out of 100.

Washington’s score is 76.54 out of 100. The $15.74 minimum wage gives the Evergreen State the highest hourly minimum wage in the study. It costs $190 to set up an LLC, the fifth highest in the country.

Averaging 2.8% — and tied with Arizona — Washington has the 8th highest sales tax.

Fourth ranked California scored 69.79 out of 100. The Golden State has the second highest average minimum wage at $15.50. Commercial rent costs per square foot rank second. That price is $32.99 per square foot.

California also has the 5th highest corporate tax rate in the nation at 8.8%. The good news is that getting an LLC is much cheaper than other states and only costs $70.

Number one New York has per foot rent costs that are higher than all other states at $38.92 per square foot. New York also had the highest average weekly wage at $2,015.

Filing an LLC in New York is $200. It ranks fourth and is tied with Alabama. New York has the fourth highest average sales tax rate. It is 4.5%. The average hourly minimum wage is $14.20.

The most affordable state to set up and maintain a small business — should you want to move there — is Mississippi.

Source link: Insurance Journal —