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

Last week the PIA Western Alliance announced an important collaboration with the MarshBerry company, FirstChoice. It is a huge benefit to the members of the 10 states in the PIA Western Alliance.

PIA Western Alliance Executive Vice President Kim Legato said the agreement gives the association’s members access to MarshBerry’s industry expertise and extensive resources.

“MarshBerry’s FirstChoice program pays the highest carrier commissions available and as long as your agency remains a member in good standing with the Western Alliance, you can participate in lucrative FirstChoice profit sharing benefits,” Legato told Weekly Industry News. “The FirstChoice program is $500 per month and includes all of MarshBerry’s extensive services. The enhanced profit sharing revenue, bonuses and overrides will easily pay for the FirstChoice monthly fee.”

Using Marshberry’s FirstChoice program will add additional profits to your agency and increase its value.

The bottom-line?

“This is an incredible benefit to members of Western Alliance,” Kim Legato told Weekly Industry News. “If you’re reading this, and you’re not a member, now would be a good time to check out this benefit, and other benefits, that come from membership in the PIA Western Alliance.”

These are just some of the benefits of the partnership:

  • You own your book of business 100%
  • As a PIA Western Alliance member you receive 100% of commission directly from the carrier
  • The profit share is paid from $1 of aggregated premium
  • There are additional bonus incentives and overrides
  • And there are no additional start up fees — just pay the monthly FirstChoice fee and your membership with Western Alliance is included
  • The member portal houses information on premium, bonuses, carrier information, and operational resources
  • FirstChoice has a dedicated Risk Manager to assist you with carrier relationships, strategic carrier planning and industry information
  • FirstChoice also has a risk placement team for admitted small and middle market commercial along with limited high value home
  • Carrier training and education support is also offered
  • FirstChoice also offers technology consultation to assess systems, website, social media, advice on data bench marking to show you how your agency stacks up
  • Resource support includes check lists, human resources, and agency management information
  • And there is an annual “In Motion” member meeting

As you can see, this is more than just a market access partnership.

“The PIA Western Alliance seeks to enhance the building blocks necessary for our members by providing products, services and partnerships to stay competitive,” Legato said. “This partnership aligns perfectly with our mission to empower our members with the tools and knowledge they need to succeed in a competitive market.”

Legal Reforms, Trial Attorneys & Third-Party Litigation

Stef Zielezienski is the executive vice president and chief legal officer for the American Property Casualty Insurance Association (APCIA). His organization and Munich Re US commissioned a Harris Poll on legal reforms and found that 90% of us want legal reforms. Of those surveyed, 88% say there needs to be more transparency from all of …

Legal Reforms, Trial Attorneys & Third-Party Litigation Read More »

PIA Oregon’s Agent and Company Person of the Year

Lauren Olson, the Senior Commercial Lines Account Manager of Cascade Insurance Center in Bend is PIA Oregon’s 2024 agent of the year. The agent of the year award is the PIA way of saying thank you and recognizing that special individual whose accomplishments exemplify the best qualities an independent insurance agent can possess: integrity, dedication …

PIA Oregon’s Agent and Company Person of the Year Read More »

More Oregon Wildfire Losses for Berkshire Hathaway

Warren Buffett’s Berkshire Hathaway owns PacifiCorp. It provides power to individuals and businesses in Oregon and Northern California. Over Labor Day Weekend in 2020, wildfires sprung up and PacifiCorp was found to be at fault for the fires for not shutting off power during high winds. The company just settled 403 claims for $178 million. …

More Oregon Wildfire Losses for Berkshire Hathaway Read More »

California Consumer Groups Attack Insurance Reforms

California Governor Gavin Newsom has put an insurance trailer bill into his proposed budget. For those not knowing, a trailer bill makes statutory changes needed for budget implementation if a majority in both of the Legislatures houses approve. As you know, California’s homeowners insurance market is in free fall. The governor has hinted that Insurance …

California Consumer Groups Attack Insurance Reforms Read More »

Summertime Driving — Hot Weather, Hot Tempers & Bad Habits

Summer technically arrives in a couple of weeks. Realistically, summer is already here. And with it comes more driving as we travel to rivers, beaches and to favorite vacation destinations. Going along with all that travel is snarled traffic, texting, talking on the phone and drivers not paying attention and a number of other dumb …

Summertime Driving — Hot Weather, Hot Tempers & Bad Habits Read More »

A Sign of the Times — Banning Humor on Billboards

The bureaucrats at the Federal Highway Administration have no sense of humor. They recently published a 1,100 page manual that covers everything you’d ever want to know about how signs and traffic control devices ought to be regulated. The administration clearly does not like, and wants to ban, ordinary signs and overhead electronic signs that …

A Sign of the Times — Banning Humor on Billboards Read More »

Around the PIA Western Alliance States – Week of June 10, 2024

California – Work Comp Written Premium Increase: The California Workers’ Compensation Institute says direct written premiums in the state have risen for the third straight year. In 2023 premiums hit $11.8 billion, up from $11.6 billion in 2022. It’s the highest figure since 2018. Source link: Business Insurance — Oregon — Wildfire Hazard Map …

Around the PIA Western Alliance States – Week of June 10, 2024 Read More »

Press Release: PIA Western Alliance, MarshBerry & You — A Very Profitable Marriage

The PIA Western Alliance and FirstChoice — a MarshBerry Company — have launched a collaboration designed to provide PIA Western Alliance members with enhanced access to MarshBerry’s extensive industry expertise and resources. PIA Western Alliance Executive Vice President Kim Legato said this will be an incredible benefit to Western Alliance members who choose to participate. …

Press Release: PIA Western Alliance, MarshBerry & You — A Very Profitable Marriage Read More »

Around the PIA Western Alliance States – Week of June 3, 2024

Oregon — PacifiCorp Sued by Wineries: Berkshire Hathaway’s PacifiCorp has been found guilty by a court for failing to cut power to 600,000 customers during high winds over Labor Day Weekend in 2020. Fires caused by blown down power lines killed 9 people and destroyed over 5,000 homes and other buildings while burning 1,875 square …

Around the PIA Western Alliance States – Week of June 3, 2024 Read More »