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


A new year, yes, but the battle on credit scoring continues in Washington and may just be getting started in Oregon.

The PIA Western Alliance via PIA Oregon/Idaho and PIA Washington/Alaska is keeping tabs on a push in both states to ban credit scoring as a tool to set insurance rates.

Last year’s biggest story involved Washington Insurance Commissioner Mike Kreidler. He unilaterally put a three-year ban in place. A judge in a Thurston County, Washington court ruled that Kreidler did not have authority to do the ban.

Kreidler continues to march that direction anyway.

In Oregon, PIA Oregon Lobbyist Lana Butterfield said the Oregon Legislature will likely see action to ban credit scoring. Oregon Rep. Paul Holvey of Eugene plans on introducing a bill in this session.

Butterfield said the PIA Oregon is ready for the challenge and — when the time comes — she encourages PIA members, and non-members reading this, to email their legislators and express their opposition to his bill and to credit scoring.

The insurance industry relies on its insurance agents as its grassroots arm.  PIA has done great work in this way in the past and hopefully with your help will do so in the future,” she said.

Butterfield said the ban put into place by Kreidler resulted in a million Washingtonians seeing extreme rate increases and it could be worse in Oregon.


“Among the hardest hit have been retired seniors on fixed incomes,” she said. “The potential legislation in Oregon is said to prohibit insurers from considering specific information including credit history, sex or gender, marital status, education, and employment status when determining rates. That could have a much broader impact in Oregon than the credit score ban in Washington.”

Meanwhile, in Washington an undeterred Kreidler continues to lay the groundwork for a ban. Last year he held several hearings after the court ruling and will be holding more this year before moving to institute another ban.

PIA Washington agents have stayed on top of what Kreidler is doing and have actively opposed his decision to continue. Word has it that the Washington Legislature may take another look at what Kreidler is doing.

Washingtons legal code — based on a law and regulations passed by the Washington Legislature over 20 years ago — clearly lays out how credit scoring can be used. The PIA’s stance on the commissioner’s ill-conceived push is that he does not have authority to make law.

Auto Comprehensive Claims in California — A 40% Increase Since 2020

Mercury Insurance looked at comprehensive auto insurance claims from just before the onset of the COVID pandemic to today. Claims have risen 40%. Northern California is seeing twice as many claims as Southern California but both halves of the state are struggling. The company says Northern California’s smaller population is the reason. Much of the …

Auto Comprehensive Claims in California — A 40% Increase Since 2020 Read More »