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

PIA Connections PIA Nationals publication newsletter. This issue reveals the findings of the 7th annual NU/Independent Agent Survey. It’s an interesting read with suprising results – take a look:

Oregon Legislature Seriously Looking at Universal Health Care

Like Washington State and California, the Oregon Legislature is taking a serious look at implementing a universal healthcare system to provide health insurance for all Oregonians. A bill to set up the Universal Health Plan Governance Board to set the program up — SB 1089 — has passed the Senate Rules Committee and has been …

Oregon Legislature Seriously Looking at Universal Health Care Read More »

A Look at Federal Income Tax Refunds — 74% of Us Get One

In last week’s issue, Weekly Industry News looked at which states had the most individuals owing the Internal Revenue Service (IRS) money in their 2022 income tax returns. This week we are looking at the states with individuals getting the highest refunds once the IRS starts processing income tax returns. The news organization, Slacker, took …

A Look at Federal Income Tax Refunds — 74% of Us Get One Read More »

Non-Competes — PIA National Opposes Proposed FTC Ban

The Federal Trade Commission (FTC) wants to ban non-compete agreements. PIA National says that’s not a good idea and — along with the Council of Insurance Agents & Brokers (CIAB) and other industry organizations — is opposing the planned ban. The U.S. Chamber of Commerce considers the proposed ban a clear overreach. Here’s what the …

Non-Competes — PIA National Opposes Proposed FTC Ban Read More »

Biden Administration — The Flood Insurance Reforming Risk Rating 2.0 Needs Tweaking

Department of Homeland Security Secretary Alejandro Mayorkas says the National Flood Insurance Program (NFIP) reforming Risk Rating 2.0 — itself — needs reforming. In some circles — like most of the Gulf states and states along the East coast — the reforms have been very unpopular. Many in Congress — from both parties — are …

Biden Administration — The Flood Insurance Reforming Risk Rating 2.0 Needs Tweaking Read More »

Around the Western Alliance States – Week of April 24, 2023

Oregon — Help with 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 …

Around the Western Alliance States – Week of April 24, 2023 Read More »