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

In 2024, at the end of his six term in office, Washington Insurance Commissioner Mike Kreidler is going to call it quits. At the present time, Kreidler is the nation’s longest serving commissioner.

Kreidler made the announcement to quit in an email to his staff.

“Serving alongside you as Insurance Commissioner for Washington state has been, and continues to be, the greatest honor of my life,” Kreidler said in the email. “I’ve always said it was the best job I’ve ever had, and I still feel that way today.

PIA Western Alliance Executive Vice President Kim Legato said the PIA Washington wishes Kreidler the best.

“Though we have disagreed with the commissioner many times, and especially on his contentious credit scoring stance, and ill-conceived edicts on the same subject, we wish Commissioner Kreidler a long and happy retirement,” she said.

Kenton Brine is the president of the NW Insurance Council. He, too, wished Kreidler well.

“NW Insurance Council congratulates Commissioner Kreidler on his plans to retire after a long career of public service. Despite controversial stands on some insurance issues and unfortunate disruptions to the Washington insurance market over recent years, we respect Commissioner Kreidler’s passion and long-standing commitment to protect insurance consumers,” Brine told Weekly Industry News. “We will continue to work with the Commissioner and OIC staff over the remainder of his term, and will be ready to forge relationships and dialogue with new leadership as we seek to improve the competitive P&C insurance market and bring greater choice in products and prices for Washington consumers.”

Kreidler says he’s proud of his accomplishments.

“The list of issues we’ve tackled could go on and on, but at the end of the day, I think of the individual people we help—the thousands of families we’ve advocated for, day after day. That, above all else, is what makes me the most proud of this agency and of all of you,” the commissioner said. “Now, it’s time for someone else to step forward and carry on this agency’s important consumer protection work.”

Kim Legato agrees it’s time for change.

“PIA Washington is now hoping that candidates who have insurance background experience consider running for this position. It’s vital the industry issues we face come with a balanced approach with an agent and carrier perspective.”, she said.

Source link: Washington Department of Insurance —