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

January 9 was the start of the 2023 Oregon legislative session.  This was the day of ceremonial gathering when members were sworn in and officers elected.  Senator Rob Wagner was voted in as Senate President and Rep. Dan Rayfield as Speaker of the House.  Newly-elected Governor Tina Kotek was sworn in and delivered her inaugural address – see link below.  Pre-session filed legislative bills were first-read and then assigned to committees.  Following that, training sessions will make up the rest of the week.  Committees begin meeting next week.

Gov. Tina Kotek sworn into office –

Oregon Live 1-9-2023

You can find all the pre-session filed bills on the Oregon Legislative website, Oregon State Legislature (  I have read through all 2,000 or so bills to make a list for PIA, and then our PIA Oregon Government Relations Committee will hold a conference call to set positions and prioritize them.  There will be a lot more bills introduced in the days to come.

Issues sure to be raised come from the Division of Financial Regulation.  They have already held a discussion group on their proposed legislative bill to ban certain elements used in insurance rating.  They will also introduce a bill to require insurance companies to give credits for hardening of homes in wildfire-prone areas; they have introduced a draft which insurers don’t much like, and hopefully the Division will listen to insurers’ suggestions.  There will be many other issues of interest, and PIA will publish our list of bills so you can see what we will be facing this session.

It is important that you know who your state senator and state representative are in the districts where you live and also where you work.  You can find out by completing the online form at 2023 Find Your Legislator (  PIA will be asking you to contact legislators by email, phone or in person.

Speaking of in person, while the Capitol will be open this session, it is undergoing major construction, so access and space are very limited.  You can always watch hearings online and testify that way, too.  You must sign up to testify in advance, so be sure to read the requirements on the various committee pages on the legislative website.

Finally, let me introduce you to our PIA Oregon Government Relations Committee:  Chairman Patrick O’Keefe (Bend), Kelsey Wood (Roseburg), Doug Hartley (Silverton), Wendy Abel-Hatzel (Coos Bay), and Paul Haulbrook (Oregon City).  If you would like to join our committee, please let me know.

Happy New Year! 
Lana Butterfield
PIA Oregon Lobbyist

Fourth Quarter 2022 Commercial Rates — Looks like the Rest of 2022

MarketScout has just released an analysis of commercial insurance rates for the fourth quarter of 2022. The firm says the composite rate jumped 5.1%. That’s down a small amount from the 5.28% rise in the third quarter. The positive conclusion for 2022 means commercial rate increases have gone steadily up for six straight years. The …

Fourth Quarter 2022 Commercial Rates — Looks like the Rest of 2022 Read More »

A Problem that Keeps Growing Worse — Replacing Workers that are Retiring or Leaving

The nation’s unemployment rate isn’t bad right now. For the last several months it has been low and in December the rate was 3.5%. For the insurance industry the rate is sitting at around 2.1%. At least that’s according to a report issued in the third quarter of 2022 by The Jacobson Group and Aon’s, …

A Problem that Keeps Growing Worse — Replacing Workers that are Retiring or Leaving Read More »

Around the Western Alliance States for week of January 9th, 2023

California — Lara Wildfire areas & Flooding & Insurance: With powerful winter storms increasing the threat of mudslides, especially for people in wildfire burn areas who are even more vulnerable, Insurance Commissioner Ricardo Lara issued a formal Notice to insurance companies reminding them of their legal duty to cover damage from any future mudslide or …

Around the Western Alliance States for week of January 9th, 2023 Read More »