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

All PIA eyes are looking toward Spokane, Washington and the upcoming joint Professional Independent Agents of Washington (PIA) and the Independent Insurance Agents and Brokers of Washington conference (IIABW).

The 12th annual event is September 26-29 at the historic Davenport Grand Hotel.

PIA events are not just informative but they’re also a total blast. And — while all PIA events are fun — some might say that the annual Washington conference is the best one of all!

So if you’re from a surrounding state — like let’s say — Norther Oregon and the Portland area, Idaho’s panhandle, or Western Montana or even Northern California, this one is worth attending.

You won’t be able to get CE but you will be able to connect with agents and company people from around the region and the connections, and the back and forth on insurance things alone, are worth the trip!

Also, for agents and company personnel living in Washington, this conference is the only annual statewide industry event in Washington. So it’s not something you’ll want to miss. As always it gives agents, brokers and company personnel the opportunity to meet with and learn from each other.

Like all PIA and IIABW conferences, there’s education to not only help you with those all important CE credits, but to improve your industry knowledge, or to help you remember things you may have forgotten. 

But most importantly, the conference is about you connecting with agents and company personnel to network with and learn from in a fun setting. And — like all PIA events — the annual conference is a total blast.

Below is a link to register and attend.

Register online to attend. No log in required!

Print Registration form —

Golf —

For more information —

Letter to the Editor — California’s Insurance Mess

California agency owner, Tony Verreos of VERREOS Insurance Agency in Brisbane, California sent Weekly Industry News a letter. His concern, the growing number of insurers leaving California’s homeowners insurance market. Verreos’ comments centered on a letter sent to California Insurance Commissioner Ricardo Lara from several senators from the California Senate and comments from Senate Minority …

Letter to the Editor — California’s Insurance Mess Read More »

A Great Gig if You can Get One — The Top-Earning Insurance Company CEOs

Most CEOs get a basic salary. As you know, bonuses and stock options are also usually tacked on to the annual income. For insurance CEOs, the basics, bonuses and stock options almost always mean six to seven-figure incomes. S&P Global Market Intelligence took a look at CEO salaries for insurers in 2022 and came up …

A Great Gig if You can Get One — The Top-Earning Insurance Company CEOs Read More »

Your Auto, Privacy & Security — Mozilla’s Privacy Not Included Project

Most newer autos have computer systems that communicate with those driving the vehicle. It’s a convenience that helps the driver with a number of things. The Mozilla Privacy Not Included project says it not only helps the driver, but it helps the auto manufacturer and whoever that manufacturer decides to share that information with. Mozilla’s …

Your Auto, Privacy & Security — Mozilla’s Privacy Not Included Project Read More »

Oregon’s Work Comp Costs Drop for the 11th Straight Year

Oregon employers are going to pay fewer dollars for workers’ compensation coverage than they did this year. The 2024 rates will average 6.7% less. That’s the edict of the Oregon Department of Consumer and Business Services (DCBS). The reason this is a more global story is because the reduction is the 11th straight year that …

Oregon’s Work Comp Costs Drop for the 11th Straight Year Read More »

Around the PIA Western Alliance States – Week of September 11, 2023

California —  CAARP Advisory Committee & COIN Advisory Board Appointments: Insurance Commissioner Ricardo Lara announced several appointments to help drive forward the California Department of Insurance’s mission to protect consumers. These appointments include naming new members Colbie McRae, Gloria Mitchell, and Vinh Truong to the Curriculum Board; Michael Golden to the California Automobile Assigned Risk …

Around the PIA Western Alliance States – Week of September 11, 2023 Read More »