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API 29: Personal Insurance: Portfolio Management

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Learn how to effectively manage a customer’s insurance policy portfolio so you can minimize costs and ensure comprehensive coverage. After completing API 29, you’ll be able to better develop and price personal insurance products, understand big data analytics, and more.


Skills You’ll Gain

checkmark Develop the most cost-effective and comprehensive coverage strategy for your customer based on their specific needs

checkmark Gain a thorough understanding of how big data analytics and technology are revolutionizing underwriting, premium estimation, and more

checkmark Learn how your company can leverage data to increase its profitability by identifying opportunities for new personal insurance products

Ready-Made Resume Skills:

  • Personal Property
  • Liability Insurance
  • Big Data Analytics
  • Portfolio Management
  • Personal Insurance
  • Insurance Policies


Assignment 1:
Forces that Define Personal Insurance Products and Services
35 Minutes
Assignment 2:
The Personal Insurance Market
25 Minutes
Assignment 3:
Developing Personal Insurance Products
30 Minutes
Assignment 4:
Underwriting Profitability for Personal Insurance
35 Minutes
Assignment 5:
Pricing Personal Insurance Products
25 Minutes
Assignment 6:
Reunderwriting Personal Insurance Portfolios
25 Minutes
Assignment 7:
Exploring Big Data Analytics
30 Minutes
Assignment 8:
Portfolio Management Technology
35 Minutes
Assignment 9:
Responding to Environmental Changes
30 Minutes
Study Plan

Exam Prep Tools

The recommended course package comes with proven, comprehensive study materials to help you pass The Institutes Designations’ exam with confidence:

  1. Textbook and Online Course: Whether you still enjoy using a textbook, or prefer to get the content digitally, learn in the format that works best for you.
  2. Practice Quizzes: Quickly see where your knowledge gaps are with online practice quizzes for each assignment and the full course. And bonus—take them as many times as you want.
  3. SMART Study Aids: Test yourself on key terms with flashcards that help you fit studying into your busy schedule, or use review notes to help you retain what you’ve learned.


  1. Does this course give me credit toward The Institutes Designations?
    • Yes! API 29 gives you credit toward the Associate in Personal Insurance (API™) designation.
  2. How long does the course take?
    • API 29 typically takes students 6-8 weeks to complete.
  3. How is The Institutes Designations’ exam structured?
    • Virtual exams are timed. You will have 65 minutes to complete 50 questions.
  4. What’s included in my course materials?
    • Your course materials include a textbook, online course, and practice exams. Depending on the package you choose, you may receive SMART study aids as well.
  5. How do testing windows work?
    • We offer The Institutes Designations’ exams in 4 testing windows throughout the year. You can complete your exam at any time in the testing window that you registered for. Access your exam from your account when the window opens and complete any time until 11:59 p.m. ET on the final day of the window.
      • Quarter 1: January 15 – March 15
      • Quarter 2: April 15 – June 15
      • Quarter 3: July 15 – September 15
      • Quarter 4: October 15 – December 15