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

For the last couple of years, Washington Insurance Commissioner Mike Kreidler has been under attack from former employees and current employees of the Washington Department of Insurance. The gist of the complaints is a toxic work environment fostered by the insurance commissioner.

To address the issues raised by current and former employees, the commissioner hired Communications Resources NW to assess the workplace culture. Last week Kreidler met with his staff to assess the results.

The department issued a news release about the meeting. It said Kreidler felt such a survey was important considering how “tumultuous” the last year has been.

Here are some of the conclusions reached by the researchers at Communications Resources NW.

“When asked to describe the OIC in three adjectives, very few participants used only positive and neutral adjectives, with approximately three quarters of participants providing at least one negative adjective,” the Communications Resources NW report stated. “More than half of those surveyed and one third of those interviewed used no adjectives with clearly positive connotations.”

Communications Resources NW said most of those interviewed, or who just responded to the survey, said the alleged behavior of Kreidler is important to how they perceive the agency and their jobs within the agency. 

“Even though questions about the Commissioner’s alleged behavior were intentionally left to the end of the survey to avoid influencing earlier questions, most of the respondent comments were provided before direct questioning about the Commissioner, his alleged actions, and the impact of subsequent media coverage,” the report stated.

Here are some other findings:

  • Almost 64% of the respondents to the survey made at least one negative comment about Kreidler and/or his actions.

“Importantly, negative comments came from employees from across work groups, both those who reported positive perceptions of the culture within their work units and those who reported toxic or negative subcultures,” Communications Resources NW concluded.

  • Perceptions Commissioner Kreidler related to his alleged behaviors were uniformly negative.

“The majority of participants either had direct experience with the Commissioner’s behavior or reported being indirectly impacted because of the agency’s inability to attract new employees, behavior- related resignations, and the unwillingness of the State’s legislative/executive branch to work with the Commissioner and the OIC as a result of the Commissioner’s alleged behavior,” the report added.

  • Many if those responding said their concerns about Kreidler’s behavior happened before recent media coverage.

“Interviewed employees reported direct experience and/or anecdotal knowledge of the Commissioner berating, belittling, or demeaning staff and being hostile to receiving negative information,” Communications Resources NW said. “This has resulted in employee perceptions that the Commissioner is disconnected from the day-to-day operations of the OIC and surrounded by leaders who tell him what he wants to hear.”

In the news release, the Washington Department of Insurance noted that the consultants at Communications Resources NW interviewed 57 employees and received results of the survey from 71 of them.

The findings were shared with all 250 OIC employees during an all-staff meeting. Kreidler opened the meeting with personal remarks on the steps he’s taking to improve his relations with staff.

“The assessment also considered the OIC’s results from the state Employee Engagement Survey, conducted annually by the Office of Financial Management,” the commissioner’s news release stated. “The final report was not intended to be a report card, but to help the agency understand its current culture and present clear opportunities for improvement and growth.”

Source link: Washington Department of Insurance —

Source link: Washington Department of Insurance —

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 »

Special Report: Credit Card Debt — Growing Unmanageable for Some

Bankrate is a consumer finance company and it regularly tracks things like credit cards. The company recently took a look at several polls about credit card debt and determined that 46% of Americans are carrying credit card balances from month-to-month. That’s up from 39% just a year ago. NerdWallet is one of those companies. The …

Special Report: Credit Card Debt — Growing Unmanageable for Some Read More »

Around the PIA Western Alliance States – January 23rd, 2023

Oregon — The Oregon Division of Financial Regulation recently announced the following permanent rulemaking: ID 8-2022: Behavioral Health Parity rules, 2021 Or. Laws ch. 629 Amend Rules: 836-053-0012, 836-053-0320, 836-053-1403, 836-053-1404, 836-053-1405, 836-053-1407, 836-053-1408 ​Rules summary: Removes the definition of “mental or nervous condition.” Adds a definition for “behavioral health condition”, changes wording from “mental …

Around the PIA Western Alliance States – January 23rd, 2023 Read More »