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

Pacific Gas & Electric (PG&E) is going to face manslaughter charges over four deaths from a wildfire in Northern California that killed four people.

The fire in question is the Zogg Fire. It started in September of 2020 when a tree fell on a PG&E distribution line. It burned 88 square miles of the state just South of the Oregon border. Along with killing four people, the fire destroyed over 200 homes and businesses.

PG&E pleaded not guilty to all of the charges.

A judge in Shasta County tossed out 20 charges but ruled last week that PG&E will go to trial on 11 felony and misdemeanor charges. Of those, some are for involuntary manslaughter.

At issue — say fire officials — is PG&E’s failing to remove the tree. It is one of two that was tagged for removal. In a news release, the company admits that its equipment caused the fire but says it did not commit a crime.

“We continue our work to make it safe and make it right, both by resolving claims from past fires and through our work to make our system safer every day,” the news release said.

No officials from PG&E will be tried when the case goes to trial. The company is on trial and not individuals within the company.

Source link: Associated Press —