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

Oregon employers are going to pay fewer dollars for workers’ compensation coverage than they did this year. The 2024 rates will average 6.7% less.

That’s the edict of the Oregon Department of Consumer and Business Services (DCBS).

The reason this is a more global story is because the reduction is the 11th straight year that the premium rate has dropped. That’s an amazing record.

The DCBS said programs that control costs, good benefits to workers that help employers carry insurance for their workers, dispute resolution and improved safety and health at the workplace are the main reasons rates keep dropping.

So, next year:

  • Employers, on average, would pay 90 cents per $100 of payroll for workers’ compensation costs in 2024
  • That’s down from 93 cents in 2023
  • It covers workers’ compensation claims costs, assessments, and insurer profit and expenses

And here’s more and maybe the most important fact:

  • The pure premium rate will drop by an average 6.7% under the proposal
  • In fact, the pure premium will have declined by 49% from 2015 to 2024

Next year’s drop — says the National Council on Compensation Insurance (NCCI) — is because of an improvement in loss experience and loss development patterns in the state.

Source link: DCBS —