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AU 67: Managing Underwriting Success

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Overview

Overview

Strengthen your leadership and management skills while learning competitive underwriting strategies. After completing AU 67, you’ll be able to use different techniques to build consensus in your organization, develop your underwriting team, manage an insurer’s book of business, leverage underwriting data to make strategic decisions, and more.

6-8 WEEKS
Strategic

Skills You’ll Gain

checkmark Recruit and develop talent so you can build a high-performing underwriting team and exceed customer expectations

checkmarkAlign your team’s performance with the insurer’s goals so your employees understand their impact on the organization

checkmarkLeverage various sources of data so you can determine appropriate premiums and benefits for customers

checkmarkEffectively manage a book of business so you can ensure customers are satisfied with their coverage and experience

Ready-Made Career Skills:

  • Strategic Hiring
  • Supervisory Skills
  • Business Relationship Management
  • Data Analysis
  • Strategic Leadership
  • Account Management

Assignments

Assignment 1:
Cultivating Organizational Alignment
30 Minutes
Assignment 2:
Developing Employees
35 Minutes
Assignment 3:
Dissolving Organizational Boundaries
20 Minutes
Assignment 4:
Devising Competitive Underwriting Strategies
45 Minutes
Assignment 5:
Managing an Insurer’s Book of Business
35 Minutes
Assignment 6:
Leveraging Underwriting Data
20 Minutes
Study Plan

Exam Prep Tools

AU 67 comes with proven, comprehensive study materials to help you pass The Institutes Designations' exam with confidence:

  1. Printable Study Outline: Perfect for taking notes, the printable study outline has key points for each assignment and review questions (and answers!) to help you test your knowledge as you move through the course.
  2. Practice Quizzes: Quickly see where your knowledge gaps are with online practice quizzes for each assignment and for the full course. You can take them as many times as you want! 
  3. Simulated Exam: Designed to give you the full experience of your final exam, the simulated exam is a timed exam that you can take only once. It mimics the exam structure and level of questions you’ll find on the actual exam. Students who take their Institutes simulated exam pass their exams at higher rates than students who don’t.
  4. Discussion Boards: Better understand how concepts you’re learning apply to real-life, professional experiences by connecting, gaining tips, and sharing best practices with other individuals in your field.
  5. Flashcards: Test yourself on key terms with flashcards that help you fit studying into your busy schedule.
FAQ

FAQs

  1. Does this course give me credit toward The Institutes Designations?
    • Yes! AU 67 gives you credit toward the Associate in Commercial Underwriting – Management (AU-M) and Associate in Data Analytics (AIDA) designations.
  2. How long does the course take?
    • AU 67 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 printable study outline, assignment quizzes, practice exams, and a simulated credentialing exam. Depending on the package you choose, you may receive a printed course book 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