AU 67: Managing Underwriting Success

Overview Skills You’ll Gain Exam Prep Tools FAQs

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

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

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

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

Effectively 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

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

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.
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!
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.
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.
Flashcards: Test yourself on key terms with flashcards that help you fit studying into your busy schedule.

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) designation.
How long does the course take?
- AU 67 typically takes students 6-8 weeks to complete.
How is The Institutes Designations' exam structured?
- Virtual exams are timed. You will have 65 minutes to complete 50 questions.
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.
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

*Exam windows that close on a weekend will be extended to the following business day.