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

Last year a wildfire caused by the U.S. Forest Service set off the largest wildfire in the history of the PIA Western Alliance state of New Mexico. Hundreds of homes were destroyed in the fire.

Since then, the Federal Emergency Management Agency (FEMA) has been slow in responding to the needs of the people who were hugely impacted by the Forest Service’s mistakes.

The delays have raised the ire of New Mexico’s congressional delegation. House Representative Teresa Leger Fernandez and Senator Martin Heinrich and Senator Ben Lujan sent a letter to FEMA and the Department of Homeland Security demanding that regulations be finalized that will release $4 million in recovery funds to the families and businesses impacted by a government mistake.

Worse, FEMA continues to miss self-imposed deadlines.

“Every day that passes without compensation to the victims delays their ability to begin rebuilding after losing so much,” the letter said. “We ask that you put yourself into the shoes of those who’ve waited more than a year after the fire started.”

Source link: Insurance Journal —

Fixing the Wildfire Crisis in the West — $930 Million to Start

The Biden administration is spending $930 million in 10 states in the West to help reduce the number of fires experienced. The money will be used to clear trees and underbrush from forests managed by the federal government. The point of the second year of the program — the administration says — is to prevent …

Fixing the Wildfire Crisis in the West — $930 Million to Start Read More »