FAQs

Your Progress Tracker is the go-to place for all of your designation progress questions and status. You’ll have access to it once you’ve opened an Institutes account. On this dashboard you’ll see your status within your current designation, as well as the cross-credits you’ve gained in other designations, as well as personal info, grades, and more.

Your Student ID number can be found in your Account Profile.

Go to the Sign In page and then click on the Reset Your Password link. Provide an email address on file, and an email will be sent with instructions on resetting your password.

Call Customer Success at (800) 644-2101 or email CustomerSuccess@theinstitutes.org.

Many of our students join the Institutes’ Chat on Facebook. It’s a great place to interact with other students, find support and advice, post questions, and keep up-to-date on what’s going on.

To learn more about designations and studying visit the How Do I Get Started page.

You can register for your exam online on your designation page, through your Progress Tracker, or call Customer Success at 1-800-644-2101. You can visit the Exam Information page for more information.

All students qualify for $80 off virtual exam fees if they purchase before the exam window opens.  Additional special fee reductions are available for

Students, Teachers and Regulators

You qualify for 50% off the standard exam registration fee if you are engaged full time as:

• A teacher or student in an accredited college or university in the US or its possessions
• An employee of a state or federal insurance regulatory agency (including IRES) in the US or its possessions

You must submit the exam registration form and a letter from your college registrar, department head, or government employer specifying full-time status each time you register. Restrictions apply; the following do not qualify for reduced fee:

• CAS exams.
• Full-time students who are also employed full time. 
• Segmented exams.

Active Duty Military and Reservists

You qualify for 50% off the standard exam fee if you are either a full-time active-duty member, or a reservist, in the United States military (Air Force, Army, Coast Guard, Marines, and Navy). We require proof of status for eligibility.

While deployed in a combat zone outside the continental United States, The Institutes will provide free exams and study materials to full-time active-duty members of the United States military. For eligibility, we require proof of status and proof of deployment orders.

For further information, please contact Customer Success at CustomerSuccess@TheInstitutes.org.

If testing at your home or office is not an option, you can test at any place with an internet connection. Some suggestions include a public library, a shared workspace, a coffee shop, or even the office of your local insurance agent.

You may see a variety of types of questions on both your simulated exam and credentialing exam to see how well you can apply your knowledge. Click here for frequently asked questions about exams.

If you have earned a master's degree or non-Institutes professional certification, you may be able to waive courses in your designation. For details check and complete our Waiver Form. 

Review the  International Education Exemption Application for qualifications or restrictions on international study waivers. 

You will have access to your online course materials for one year after your purchase date, at which point they will expire.

NOTE: Online materials and exams are for your use only; sharing account credentials puts your progress and privacy at risk.

f you need to request a refund, you must do so within 30 days of purchase and prior to accessing the course. Please note that online courses cannot be credited or refunded once accessed. 

Any printed materials must be returned within 30 days in the same condition received - the sender is responsible for return shipping and shipping charges will not be refunded.

Custom products are not eligible for return or a refund.

Designation programs are updated to reflect changes in risk and insurance. It's up to The Institutes to determine if prior courses are considered relevant toward the updated program and it is possible that a previous course credit will no longer apply to the updated program.

CEU Unlimited gives you 12 month access to over 150 courses approved for producers and adjusters licensed in property and casualty or life and health with no state reporting fees and no hidden fees. Subscribers save 50% on live CEU webinars. Find out more.

You can have your completion certificate resent by logging into your account and going to the My Grades page.

For the majority of states, if you are licensed to sell insurance or adjust claims, you are required to earn continuing education (CE) credit to maintain your license. If you are not currently licensed, you do not need to request CE for your exams or courses. CE credit amounts are awarded by the State. Whether it's for an approved online course or exam, CE credits are requested at the time of ordering.

Please see our State CE Credits page to find information about which courses are approved for CE and how many credit hours they're approved for. To check if CE was filed for a course you've already completed, please click on the Course History tab under your Grade History page.

To place an order for your employees, please sign into your profile, and then go to the Order for My Team page. Key People can order physical materials or register for online exams for multiple customers at once.

If you are logged in and receive an error message when accessing that page, you may not have authorization to order for your company yet. To check on your authorization or for information on how to become a Key Person, contact your account manager or Customer Success at 800-644-2101 or customersuccess@theinstitutes.org for further assistance.

To opt in or out of receiving marketing communications via email, go to My Account and select Preferences. You can edit your preferences at any time.