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

Over the last few years we — as a nation — have been moving less and less. Statistics from the Census Bureau said the trend has been moving downward for the last decade.

Still, in 2022 — the last year statistics are available — 8.2 million of us moved from one state to another. StorageCafe — the storage unit advisor — said most of that moving was done by millennials who made up over 34% of the moves.

A huge percentage of that 34% moved to the warmer climates of Texas, Georgia and Florida.

A lower cost of living and better job prospects are the reason.

Millennials aren’t the only generation focusing on the South. It is the only region in the nation with a positive net migration. The South saw a population gain of 689,436 in 2022. By contrast, the Midwest lost 102,788 people, the Northeast dropped 306,689 people and the West region saw a population loss of 279,959.

The PIA Western Alliance state of California had the biggest population loss of 345,925. New York is second with a negative 247,561, Illinois ranked third in the drop with 109,585. New Jersey and Maryland ranked fourth and fifth in overall losses with a minus 92,076 and 61,891 respectively.

StorageCafe did an analysis of the 2022 data and found the top 10 states for population growth in 2022. Arizona is the only PIA Western Alliance state in the top 10. It ranks fourth.

1. Florida

Incoming migration: 736,000

Outgoing migration: 497,000

Net migration: 238,000

2. Texas

Incoming migration: 661,000

Outgoing migration: 489,000

Net migration: 172,000

3. North Carolina

Incoming migration: 345,000

Outgoing migration: 266,000

Net migration: 79,000

4. Arizona

Incoming migration: 282,000

Outgoing migration: 205,000

Net migration: 77,000

5. Georgia

Incoming migration: 327,000

Outgoing migration: 252,000

Net migration: 74,000

6. South Carolina

Incoming migration: 222,000

Outgoing migration: 154,000

Net migration: 69,000

7. Connecticut

Incoming migration: 146,000

Outgoing migration: 82,000

Net migration: 64,000

8. Tennessee

Incoming migration: 228,000

Outgoing migration: 182,000

Net migration: 47,000

9. Alabama

Incoming migration: 137,000

Outgoing migration: 104,000

Net migration: 33,000

10. Oklahoma

Incoming migration: 114,000

Outgoing migration: 85,000

Net migration: 28,000

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