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 U.S. Chamber of Commerce’s first quarter small business index is quite revealing. It seems the nation’s small businesses are now as concerned with being a victim of a cyberattack as they are supply chain problems and disruptions or another pandemic.

The why is many small businesses now being the targets and victims of ransomware, email compromises and phishing attacks. Unlike big business and large corporations, small business owners don’t really have the time, the money, or the resources to defend against a cyber attack.

Thomas Sullivan is the vice president of small business policy at the chamber. He said the chamber index found 60% of small business owners concerned and things have grown so bad that many small business owners are now investing in cybersecurity tools and consultants.

“In 2018, if I had said ‘phishing tests,’ people would think they’d be going to a Bass Pro Shop,” Sullivan said. “Now, small-business owners know exactly what I’m talking about, and that is huge progress.”

Here are some more stats from the survey:

  • 66% say they’re concerned about cyber threats
  • 58% are also very concerned about supply chain disruptions
  • 71% of professional service organizations are very concerned about cyberattacks
  • 74% of organizations with between 50 and 400 employees are very concerned
  • 48% of small business owners trained their staff on cyber security awareness and protections in 2023

Here’s the worst statistic from the survey — 27% of small business owners say they are one disaster away from shutting down.

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