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 is hearing a bill regarding credit scoring that will ban many insurance risk factors in rating policies that the Professional Insurance Agents (PIA) oppose. In other words, this is a ban on credit scoring with alot more additives.

The hearing on this bill is Wednesday morning, February 22nd at 8:00 AM

PIA Oregon — and other insurance associations, and associations and individuals that are informed and educated on the value of credit scoring — oppose such a ban because it does just the opposite of what proponents think a ban will do.

Banning credit scoring will cause auto insurance rates to rise for everyone.

As PIA’s Oregon lobbyist, I am asking you and other agents in your office to please write a short email opposing HB 2920 to all members on the House Business and Labor Committee. The contact list is below.

Your agents should send their email separately rather than as a group. Also, if you send an email, please send a blind copy to either or, or to both

Here is a description of HB 2920 and the link below gives you the official bill description.

If passed by the Legislature, and if it becomes law, HB 2920 will prohibit insurers from considering other specified information in determining eligibility, rates or premiums for motor vehicle liability insurance policy. The “other specified information” in the bill is using credit history to determine eligibility, rates or premiums for motor vehicle liability insurance.

HB 2920 will permit an insurer, under specified circumstances, to consider an abstract of an individual’s non-employment driving record when evaluating individual’s application to obtain or renew motor vehicle liability insurance.

Becomes operative on January 1, 2024. Takes effect on 91st day following adjournment sine die.

The bill is being heard by the House Business and Labor Committee on 2/22/2023 8:00 AM, HR F.  Here is the agenda: Business and Labor House 2023 Regular Session – Oregon Legislative Information System (

Please send your emails to this list and blind copy to or or to both.