Learn how to use your EdAssist benefits on The Institutes Designations and exams.
The Institutes Knowledge Group helps people build foundational, technical, and leadership skills to stay ahead of evolving risk management and insurance trends. We offer more than 25 practical Institutes Designations, including CPCU®, all focused on the business of risk management and insurance.
Exam Testing Windows
We offer exams in four testing windows throughout the year with exam windows that close on weekends will be extended to the following business day.
| Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 |
|---|---|---|---|
| January 15th – March 15th | April 15th – June 15th | July 15th – September 15th | October 15th – December 15th |
You can complete your exam at any time in the testing window that you registered for . You can access your exam from your Institutes account when the window opens, and complete it any time until 11:59 p.m. ET on the final day of the window. PLEASE NOTE, for your EdAssist application you must list the final day of the exam window as the completion date.
Before You Apply
Before you're able to apply for your EdAsssit benefits, here's what you'll need to do:
- If you don't have an account with us, create an Institutes Account Profile.
- Explore our designations for the right fit for your educational needs. Popular designations include:
| CPCU | Assoc. in Claims (AIC) | Assoc. in Commercial Underwriting (AU™) |
|---|---|---|
| ASSOC. IN INSURANCE (AINS®) | ASSOC. IN DATA ANALYTICS® (AIDA™) | ASSOC. IN RISK MANAGEMENT (ARM™) |
Your educational path can vary by your role and your company's requirements. Talk to the professional development coordinator in your organization to learn more.
Apply Online with EdAssist - Reimbursement
If you are enrolling in a course using your company's tuition reimbursement program (not direct pay), all you need to do is enroll in your course; and follow your company's reimbursement instructions.
Apply Online with EdAssist - Direct Pay
If you are enrolling using your company’s direct pay program, follow the instructions below:
Before finalizing your course and exam purchase, you'll need to obtain a Letter of Credit (LOC) through EdAssist. If you need additional assistance with your application, please contact the EdAssist Employee Services team 8 a.m. to 8 p.m. ET, Monday through Friday, at (833) 211-2710.
Helpful Hints
- If you begin an application and need to make changes, you can do so with the help of an EdAssist Employee Services team member as long as the payment has not been made. (See contact information below)
- An Institutes Account Profile is necessary to generate quotes
Contact Info
EdAssist Support
- Website: You can submit and check the status of your applications 24 hours a day, seven days a week via the EdAssist portal via your employer’s HR site.
- Support Ticket: You can submit a support ticket online by clicking “Support” from the top navigation bar. Support form
- Live Chat: Submit a live chat to a Customer Service Representative 8 a.m. to 4 p.m. ET, Monday through Friday
- Specific Application: If you have a question or comment about a particular application, please use the application comments function to add notes directly on the application in question.
- Phone: You can contact a Customer Service Representative 8 a.m. to 8 p.m. ET, Monday through Friday, at 833-211-2710.
The Institutes Support
- If you have questions regarding The Institutes enrollment process, please email us CustomerSuccess@TheInstitutes.org
FAQs
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How do I submit a tuition payment request?
Complete the form through EdAssist from your Human Resource Benefits Portal to use this benefit.
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How much does it cost?
Employees receive a 20% discount. Please note: Exam retakes and exam transfer fees are not supported.
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How do I learn more about the program offerings?
1. Create an Institutes Account Profile.
2. Browse the Institutes educational focus area to explore the courses and resources offered.
3. Complete the form on this page to receive additional information, invitations to upcoming online info sessions, and updates.
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What is EdAssist?
EdAssist is an employer-sponsored benefit that helps eligible employees plan, pay for, and succeed at future education goals. The benefit is exclusively available to employees whose companies offer EdAssist as a benefit.
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How do I know if I am eligible to submit an application to use my tuition benefits?
Before you apply to your program, be sure you qualify. Contact EdAssist through your Human Resource Benefits Portal and review your education benefits policy and participant instructions.
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What if I need help with my EdAssist application?
You can submit and check the status of your applications 24 hours a day, seven days a week via the EdAssist portal.
You can submit a support ticket online via the Support form.
You can also submit a live chat to a Customer Service Representative Monday through Friday between 8 a.m. and 4 p.m. ET.
If you have a question or comment about a particular application, please use the application comments function to add notes directly on the application in question.
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How can I check the status of the approval of my EdAssist application?
After submitting your application, you will be notified in the EdAssist application portal and an email will be sent to your email account that your application has been received. You will receive a system-generated email sent to your account whenever your application status changes. You may also check the status of your application in the EdAssist portal 24/7.
Follow these simple steps:
Speak with your employer benefits department about your education benefits amount, eligibility requirements, and process.
Obtain any necessary documents from EdAssist to submit to (Provider Name). Speak with an Enrollment Coach – Fill out the Request for Information Form to learn more about designation courses, Micro-certs, topic courses, etc.
Complete your (Provider Name) application/account – click here to (create account or apply) Enroll in program – work with an Enrollment Coach to ensure you are cleared and ready to enroll. Provide any necessary documents to your benefits department.
Get More Info
Discover how The Institutes can help you launch or advance your RMI career. Fill out this form and we'll send you more information, invitations to upcoming online info sessions, and updates.
*Please note: Discounts are effective for purchases of future course materials and exams and will not be applied retroactively.
