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CPCU 556: Building a Competitive Edge in Personal Lines

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Overview Skills You’ll Gain Exam Prep Tools FAQs

NEW: CPCU 556 Now Includes Bonus Content on AI!

Learn the basics of AI, how to prompt large language models, how it's impacting risk management and insurance, and more. You’ll find the AI in Action bonus content in the Assignments section of your course. But don't worry — this won’t be on your exam!

Overview

Overview

Develop and implement personal lines marketing and underwriting strategies to effectively promote products to customers. After completing CPCU 556, you’ll gain skills to assess personal lines portfolios, evaluate loss exposures, control losses and expenses, and more.

6-8 WEEKS
Strategic

Skills You’ll Gain

checkmark Understand personal lines marketing strategies to effectively promote products and services to customers

checkmark Assess each customer's unique loss exposures to tailor coverage accordingly

checkmark Analyze and make adjustments to a personal lines portfolio so you can strengthen your organization’s position in the marketplace

checkmark Evaluate personal lines insurer strategies to enhance profitability and increase business performance

Ready-Made Career Skills:

  • Portfolio Management
  • Business Performance Management
  • Insurance Marketing
  • Personal Lines Auto
  • Personal Insurance

Assignments

Assignment 1:
Marketing Personal Lines Products
30 Minutes
Assignment 2:
Analyzing Personal Auto Risks
30 Minutes
Assignment 3:
Assessing Residential Property Risks
50 Minutes
Assignment 4:
Evaluating Unique Personal Exposures
25 Minutes
Assignment 5:
Developing Personal Lines Underwriting Strategies
30 Minutes
Assignment 6:
Differentiating Personal Lines Products
30 Minutes
BONUS CONTENT:
AI in Action
Study Plan

Exam Prep Tools

CPCU 556 comes with proven, comprehensive study materials to help you take The Institutes Designations' exam with confidence:

  1. Online Course and Printed Course Book: Learn in the format that works best for you, depending on the course package you choose.
  2. 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.
  3. QuizMe App: A flexible and convenient way for you to take practice quizzes anytime, anywhere.
  4. Practice Quizzes: Quickly see where your knowledge gaps are with online practice quizzes for each assignment and for the full course. Plus, you can take them as many times as you want.
  5. 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.
  6. Discussion Boards: 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.
  7. Flashcards: Test yourself on key terms with printable flashcards to help you fit studying into your busy schedule.

Try CPCU For Free!

Sample the CPCU designation in just 30-60 minutes to make sure it’s the right fit for you!

FAQ

FAQs

  1. Does this course give me credit toward The Institutes Designations? Yes! CPCU 556 gives you credit toward the CPCU designation.
  2. How long does the course take? CPCU 556 typically takes students 6-8 weeks to complete.
  3. How is The Institutes Designations' exam structured? You will have 65 minutes to complete 50 questions, and your exam will be virtually proctored. Visit the Virtual Exam Proctoring page to learn how it works, common FAQs, technical requirements, and more. 
  4. What’s included in my course materials? The recommended course package includes the online course, a printed course book, a printable study outline, as well as assignment quizzes, QuizMe app, practice exams, a simulated credentialing exam, flashcards, and discussion boards. The online only package contains all of the same study tools except the printed course book.
  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

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