Agents & Brokers

Gain the knowledge and skills needed to stay current with market trends and provide better advice and counsel to your clients.

Go beyond continuing education

Continuing education every two years is a requirement in most states, but earning additional designations through The Institutes can increase your credibility and help you build a strong book of business.

25% of agents and brokers are expected to retire within the year. Are you ready to step in and stand out?

82% of program completers said earning an Institutes designation added value to their roles.

87% of Institutes designees recommend The Institutes' courses.

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Agents & Brokers

Designation Most Popular

Associate in Risk Management

Distinguish yourself by learning how to apply a holistic, strategic approach to risk assessment and treatment by focusing on optimizing the risks inherent to organizations.

 

 

Topic Course

Successful Starts for Producers

Build a foundation of basic risk management and insurance principles and increase confidence in your new role. Develop your skills and enhance your insurance IQ with a solid understanding of the journey from prospect to customer.

Designation

Professional Risk Consultant

Kick-off your career as a producer by gaining the perspective you need to effectively consult with a variety of clients on their unique risks.

Topic Course

Successful Starts for Producers

Build a foundation of basic risk management and insurance principles and increase confidence in your new role. Develop your skills and enhance your insurance IQ with a solid understanding of the journey from prospect to customer.

Topic Course Most Popular

Introduction to Risk Management and Insurance

Confidently serve your customers with an understanding of basic risk management and insurance principles. Build a foundation in insurance functions and regulation, the risk management process, and the claims and underwriting decision processes.

Designation

Professional Risk Consultant

Kick-off your career as a producer by gaining the perspective you need to effectively consult with a variety of clients on their unique risks.

Designation Most Popular

Associate in Risk Management

Distinguish yourself by learning how to apply a holistic, strategic approach to risk assessment and treatment by focusing on optimizing the risks inherent to organizations.

 

 

Designation Most Popular

CPCU

Gain confidence and make better business decisions through a broad understanding of the relevant and emerging concepts in risk management and today’s insurance landscape. Drive results and enhance your credibility through strong knowledge of coverage applications, various risk transfer tools, data analysis, and more.

Topic Course Most Popular

Blockchain in Insurance

Explore the basics of blockchain, the existing and theoretical use cases, and the ways you can apply concepts to real-world situations. Arm yourself with a better understanding of how this technology will affect your day-to-day business operations.

Designation Most Popular

CPCU

Gain confidence and make better business decisions through a broad understanding of the relevant and emerging concepts in risk management and today’s insurance landscape. Drive results and enhance your credibility through strong knowledge of coverage applications, various risk transfer tools, data analysis, and more.

Designation Most Popular

Associate in Risk Management

Distinguish yourself by learning how to apply a holistic, strategic approach to risk assessment and treatment by focusing on optimizing the risks inherent to organizations.

 

 

Seminar

Executive Education

Stimulate strategic leadership thinking focused on risk management and insurance with The Institutes’ Executive Education at the University of Virginia Darden School of Business.

Earning a designation is no small undertaking, but it's definitely worth the time and effort. In addition to demonstrating your technical industry knowledge, a designation shows your commitment to bettering yourself and advancing your career.

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Courtney Cleavenger , CPCU

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Onboarding a New Team of Producers?

We've got you covered with Producer Accelerator, a unique program designed to bring your new producers up to speed so that they can validate faster. Supporting them through their first 3 months on the job, this program includes:

  • Risk and insurance content
  • Soft skill training specific to selling
  • Overall business knowledge
  • Mentor guides to align training with your organization

 

Learn More

You might also be interested in

Topic Course
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Insurance Essentials

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Gain a basic understanding of risk management and insurance concepts. Master key terms and definitions, understand the different types of insurance, and learn how insurance affects society and the economy.

Designation
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Associate in Insurance Services

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Learn the continuous improvement principles that will help you attract new clients while retaining current customers. Customize the program to meet your specific technical insurance knowledge needs by selecting from the program's several completion options.