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

Andrew Stolfi is the director of the Oregon Department of Consumer and Business Services (DCBS). He’s also the state’s insurance commissioner. Stolfi was recently given the Bonnie Burns Excellence in Consumer Advocacy Award at the National Association of Insurance Commissioners (NAIC) annual fall meeting on November 30th.

The PIA Western Alliance and PIA Oregon/Idaho congratulate Stolfi on his award.

The award is given each year to a state insurance regulator who has most effectively represented and advanced the interests of consumers to the NAIC.

Stolfi — by the way — chairs the NAIC’s Consumer Liaison Committee. It is the committee that gives the NAIC leadership consumer views on insurance regulatory issues.

In its news release on the matter, the DCBS said under Stolfi’s leadership, the committee has upped the value of Consumer Liaison Committee meetings and has improved the interaction between NAIC commissioners and regulators and consumer representatives.

Wayne Turner is an NAIC Consumer Representative and a senior attorney for the National Health Law Program.

“Commissioner Stolfi has been open, transparent, and committed to a participatory process in lifting up consumer voices and concerns at the NAIC,” Turner said. “He embodies the principle that consumer protection is the core of state insurance regulation.”

Stolfi also chairs the NAIC’s Consumer Board of Trustees.

“My name may be on this award, but I share this honor with all of the employees of DCBS who strive every day to better the lives of people in Oregon,” Stolfi said. “Consumer protection and empowering the consumer voice are key pillars of our jobs, which makes this recognition so incredibly meaningful. I also couldn’t be more thrilled to receive an award from and in the name of Bonnie Burns, who is quite simply a consumer advocacy legend.”

Source link: The Department of Consumer and Business Services —