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

The Oregon Legislature has adjourned. PIA Oregon Lobbyist, Lana Butterfield and her government relations committee worked very, very hard to defeat some ill-conceived, and ill-advised, and potentially damaging legislation — legislation pushed by trial lawyers.

“The insurance industry really dodged a bullet when HB 3242 (unfair claims settlement practices) was defeated by one ‘no’ vote in the last hour of the legislative session, which was a great surprise to many after a pitched battle with the trial lawyers,” Butterfield told Weekly Industry News. 

One of the most important bills defeated in this session was the credit scoring ban HB 2920. It died early in the session.

“In fact, it never even got a work session partially due to PIA members’ fierce and determined opposition,” she said.

To use the terms “fierce and determined” is being modest.

At the end, PIA worked with other agent groups to protect agent interests during the conference committee process but it is your voice — that of the agents and members of the PIA Oregon — that mattered most.

As usual, the real problem for the independent agents of the PIA and the insurance industry is are the always aggressive trial lawyers. “This session we were able to defeat both of their bills, which along or together would have been very harmful to the insurance industry and consumers,” Butterfield said.

And why? Again, because of the hard work of the independent agents of the PIA.

“PIA’s grassroots ability to communicate with legislators and committee members was instrumental in that success, as was your willingness to testify in public hearings, either in writing or in person,” she said, “We couldn’t have done it without you. Your voice really counts, and you delivered when it mattered.”

The fact that trial lawyers are a big part of the problem is not lost on many in the Oregon Legislature.

Suzanne Weber is a Republican senator from Tillamook, Oregon. She and Republican Sen. Dick Anderson of Lincoln City, Oregon and Sen. Daniel Bonham of The Dalles, Oregon all say that trial lawyers and their push for profits are at the heart of the problem.

And that’s not only for the insurance industry but for consumers.

“Oregon already has one of the strongest consumer protection statutes in the nation when it comes to insurance,” Weber told the Oregon Catalyst. “We need to be honest about what this bill (HB 3242) is about: lining the pockets of trial lawyers. It is a recipe for frivolous lawsuits.”

Anderson agrees. “We already know the challenges with our clogged court system — we have discussed it many times this session,” he added from the same interview. “House Bill 3242 is not a good deal for consumers and will only further burden our struggling justice system.”

Bonham says the agenda of the trial lawyers isn’t helping anyone.

“Proponents of House Bill 3242 proclaim that it will benefit consumers, but in reality, it will cost consumers and fill the pockets of their attorneys,” he noted. “After two nearly two years of skyrocketing inflation, the last thing we should be doing is raising costs for Oregonians.”

Source link: Oregon Catalyst —

PIA Montana & the Joint IIAM Conference — Celebrating Insurance Nerds

The 2023 PIA Montana and Independent Insurance Agents of Montana Joint Conference is July 18th and 19th at the beautiful Fairmont Hotsprings in Fairmont, Montana. It’s not something Montana agents — or agents from nearby states — will want to miss! As always, the joint conference brings together agency principals, producers, support staff and carrier …

PIA Montana & the Joint IIAM Conference — Celebrating Insurance Nerds Read More »

A New Rule — Washington’s Kreidler & Insurance Premium Increases

Washington state Insurance Commissioner Mike Kreidler held five sessions on how insurers explain premium increases. The meetings were held with insurers, consumers and interested parties. Those who’ve followed Kreidler’s insurance actions lately, the outcome was a given. After getting “input” from the aforementioned people, Kreidler has adopted a new rule that goes into effect in …

A New Rule — Washington’s Kreidler & Insurance Premium Increases Read More »

Around the PIA Western Alliance States – Week of June 26, 2023

Idaho — Idaho DOI to Allow for Temporary Resident Insurance Producer Licenses: Director Dean L. Cameron has authorized the Idaho Department of Insurance to allow applicants for resident insurance producer licenses to request a temporary license, pending review of their criminal history reports. Idaho Code requires applicants for resident insurance producer licenses to submit their …

Around the PIA Western Alliance States – Week of June 26, 2023 Read More »