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

Hearing on Bad Insurance Bills

Public hearings on HB 3242-A and 3243-A were held in Senate Judiciary Committee on April 18 and 19.  These bills could increase the cost of resolving claims, which can impact the cost of insurance for homeowners, drivers, renters, business owners, and medical professionals. According to the Division of Financial Regulation, they may also impact insurance agents.

An amendment is being proposed to exclude insurance producers from HB 3242-A in the definition of “or other person” by inserting “a person other than an insurance producer licensed under ORS chapter 744 who is acting in good faith on behalf of a client.”  PIA is not sure this will actually exempt agents, who legally represent the insurance company.  We are working with the proponents to find better language. 

Your Help Is Needed

PIA is definitely opposed to HB 3243-A.  Please write to the committee members and select floor votes if you haven’t done so already.  You can send each one this email:

Sen. (last name):

Please vote “no” on HB 2343-A, which includes insurance in the definition of real estate, goods and services that are subject to penalties for unlawful trade practices.  This bill, according to the Division of Financial Regulation, will also impact my insurance agency.  As a small business, my agency cannot afford more lawsuits.

This also means increased costs for insurance companies – which leads to increased premiums for consumers. Enabling a second cause of action for any claim will increase litigation in Oregon, delaying ultimate settlement and recovery for claimants.

Thank you for your consideration.


(Your name and contact information)

Send to:

Senator Floyd Prozanski, Chair

Senator Kim Thatcher

Senator Sara Gelser Blouin​

​Senator Dennis Linthicum

Senator James I. Manning Jr.

Senator Mark Meek​​

​Senator Elizabeth Steiner

Senator Aaron Woods