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 Western Alliance states of Montana and Oregon are gearing up for their two conferences. No conferences anywhere have better education, more opportunities to meet with companies, vendors and to network with other agents, than a PIA-sponsored conference.

Here’s a look at the PIA Oregon conference coming up on June 5th in Hood River, Oregon.

There are still plenty of opportunities to exhibit and sponsor. Go to the links below to do one or both.



So far, here’s who’s coming:

Capital Premium Financing

Enterprise Mobility

Gorst & Compass Insurance

Imperial PFS

Pennsylvania Lumbermens Mutual Ins. Co.



Red Shield Insurance

Rothert Insurance


Tokio Marine HCC Surety Group

XPT Specialty

Also, join us for a golf tournament at Indian Creek Golf Course on Wednesday, June 5.

Here’s the Oregon conference agenda:

Wednesday June 5, 2024

12:30 pm Golf Tournament – Indian Creek Golf Course

 5:30 pm  Welcome Reception & Golf Awards Hotel River Terrace

Exhibitor Setup

Thursday, June 6, 2024

8:30 am – 9:30 am   Breakfast – Exhibits open

9:30 am – 11:30 am  Insure Tech – Everything AI and more

11:30 am – 1:00 pm  Awards Lunch – Exhibits open

1:00 pm – 3:30 pm   General Session – Conversations for Impact –Challenging the way you think through difficult times

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

Evening in Hood River – Wine and Cider event

Friday, June 7, 2023

8:00 am – 9:30 am   Breakfast with keynote Speaker Dan Weedin – Being Resilient Through Disruption – Exhibits Open

9:30 am – 12:30 pm   CE Breakout: Are your clients ready for the next disaster? Preparing your clients for after the fact with Speaker Kathy Fraley

To learn more about the PIA Oregon conference, check out this information on the PIA Western Alliance website:

The PIA Montana Agent Conference will be at the fabulous Fairmont Hot Springs Resort August 7.

There are also plenty of opportunities to sponsor and exhibit at the Montana conference. Go to the links below to do one or both.



Here’s the Montana conference agenda:

Wednesday, August 7, 2024

2:30 pm – 4:30 pm                    PIA of MT Board Meeting

4:30 pm – 6:00 pm                    Welcome reception, Dinner on your own

Thursday, August 8, 2024      

8:00 am –  9:00 am                   Registration, Continental Breakfast with Exhibitors

9:00 am – 12:00 pm                  CPIA 1: Position for Success

9:00 am – 12:00 pm                  CE Workshop: Creating an Internal E&O Loss Control  Program for your Agency

12:00 pm – 1:30 pm                   Awards Lunch                                                           

1:30 pm – 5:30 pm                     CPIA 1: Position for Success, continued, 7 CE

1:30 pm – 4:30 pm                     CE: Navigating Insurance Operations in Today’s Hard Market

4:30 pm – 6:30 pm                     Reception with Exhibitors & Dinner BBQ


Friday, August 9, 2024

8:00 am – 10:00 am                    Breakfast, Topic TBD

         Meeting of the Agents Alliance of Montana

To learn more about the PIA Montana conference click this link: