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 PIA Oregon/Idaho Conference is May 18th and 19th at beautiful Mt.Hood Resort in Mount Hood Village, Oregon. The annual Dave Iwata Golf Tournament is the day before on the 17th.

From the networking to the always incredible trade show, the PIA Oregon/Idaho conference is always time well spent.

The annual general session will feature Oregon Insurance Commissioner Andrew Stolfi. He will give you a State of the Industry update on the issues that affect you and your agency.

After his address, you’ll get a Legislative update from our very active PIA Lobbyist, Lana Butterfield and from Kenton Brine, President of the NW Insurance Council. The pair will keep you abreast of the broader industry trends and issues as well as PIA Legislative committee update.

Here’s the agenda:

Wednesday May 17, 2023

8:00 AM                              Joint Board Meeting

12:30 PM                             Golf Tournament

6:00 PM                               Hospitality/Golf Awards                              

Thursday, May 18, 2023                                             

8:30 AM – 11:30  AM      Ethics in the Workplace 3 CE ID, OR

8:30 AM – 11:30  AM      Oregon Insurance Regulation: Working                                                                  together to build a resilient Oregon 3 CE OR

12:00 AM – 1:30 PM       Awards Lunch                                                  

1:30 PM – 3:00 PM          General Session

3:00 PM – 6:30 PM          Happy Hour with Exhibitors                    

6:30 PM – 9:00 PM          Texas Hold ‘Em  & Bingo                              

9:00 PM                               Hospitality Suite                             

Friday, May 19, 2023

8:00 AM – 9:00 AM        Continental Breakfast

9:00 AM – 12:00  AM    Ethics in the Workplace 3 CE ID, OR

9:00 AM – 12:00  AM    Oregon Insurance Regulation: Working                                                                  together to build a resilient Oregon 3 CE OR