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

PIA Oregon is looking for this year’s agent of the year and company person of the year. You most certainly know someone in your agency, or a company person, that are deserving of an award.

All PIA members are eligible to receive this award. So get to work and nominate that someone in your life who deserves to be the agent of the year or company person of the year.

The Agent of the Year Award is the PIA’s way of saying thank you and recognizing that special individual whose accomplishments exemplify the best qualities an independent insurance agent can possess: integrity, dedication and commitment to the members and goals of the PIA.

As an organization, we offer no greater recognition than the PIA Agent of the Year.  

Past recipients include Wendy Abel Hetzel, Chris DeVito, Dawn Roberts, Patrick O’Keefe, Doug Hartley, Cathy Rottle, Brian Lackey, Kelsey Wood, Pete Lackner, Tim Ban-gert, Ron Baker and Hope Rose.

Each year PIA members benefit from the contributions of time, money and expertise that come from our insurance company partners. In recognition of those contributions, the PIA honors one individual whose active involvement with PIA helps drive their company to support our efforts with our members.

All PIA member company employees are eligible for this award, and that includes marketing and claims representatives, managers and others. Past recipients include Scott Esqueda, Pat Morill, Frank Lukacs, Garn Kemp, Mike Joy, Anthony Rozic, Steve Shields, Cameron Deiss, Peter Razey, Jim Brown and Dave Iwata.

Click the link below and fill out the form and then return it by Friday May 3rd to 3205 NE 78th Street, Ste 104, Vancouver, WA 98665

Or you can fax it to 360-571-7600 or email:

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