Underwriting Courses and Programs
Explore a comprehensive list of courses tailored to the needs of underwriters. Whether you’re looking to grow your foundational, technical, or leadership skills, our programs are designed to help you stay ahead of evolving trends, gain on-the-job claims skills, and gain practical knowledge in underwriting principles.
Use these links* to find the appropriate level for your career experience:
Recommended
Not sure where to start? Take a look at a few of our most popular courses that address the key skills everyone in an underwriting role should master.
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Associate in Commercial Underwriting (AU™)
Course Title PDU Price Description Course No. AU 60-Evaluating Commercial Underwriting Risks 16-20 $399-$499 Learn how emerging technology has transformed underwriting so you can put commercial underwriting principles into practice today. C60 AU 61-Underwriting Organizations' Property Risks 16-20 $399-$499 Build a comprehensive approach to commercial property underwriting and learn how to best assess risk so you can protect companies against unexpected physical damage. C61 AU 62- Underwriting Organizations' Liability Risks 16-20 $399-$499 Learn how to evaluate commercial liability risk and help protect companies against unforeseen challenges that could be devastating to their business. C62 -
Associate in Commercial Underwriting–Management (AU-M™)
Course Title PDU Price Description Course No. AU 67- Managing Underwriting Success 16-20 $399-$499 Strengthen your leadership and management skills while learning competitive underwriting strategies. C67 -
Essentials Online Courses
Course Title PDU Price Description Course No. Underwriting Essentials 4 $99 Build the skills to assess risk, make smart coverage decisions, and collaborate effectively with colleagues. ESSN-UND
Foundational
If you’re new to risk management and insurance or starting a new role, our foundational courses and programs will help you gain a deeper understanding of RMI fundamentals.
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AI Online Courses
Course Title PDU Price Description Course No. Enhancing Marketing Strategies With AI 3.2 $79 Better segment and target customers by learning how AI can transform marketing strategies, helping you stand out from the competition. AI-MKTG Sharpening Commercial Underwriting With AI 3.2 $79 Streamline operations by learning how AI can help evaluate commercial risks, leading to more personalized service to commercial customers. AI-COMM Streamlining the Sales Process With AI 3.2 $79 Better serve your clients by discovering how AI streamlines policy renewals to increase customer retention and boost efficiencies. AI-SALE -
Essential Business Skills for Insurance Professionals
Course Title PDU Price Description Course No. Fundamental Business Skills 1 $25 Gain a competitive edge by combining key skills like basic finance and time management with effective interpersonal communications and emotional intelligence. BUS 212 Management Training 2 $50 Learn the basics of employment law, performance management, and coaching. Develop the interpersonal skills and the perspective to help you deliver on organizational expectations. BUS 215 Follow-Up Coaching 1 $25 Maximize the benefits of employee training by understanding how to develop your employees. Managers and prospective managers will see the fundamentals of performance management in action. BUS 216 Overview of Insurance 2nd Ed 1 $25 Gain new skills and confidence in your understanding of essential insurance concepts and how to apply them to your everyday work. BUSSKL-001 -
Essentials Online Courses
Course Title PDU Price Description Course No. Claims Essentials 4 $99 Learn how to support customers with their losses and understand how claims fits into the insurance value chain. ESSN-CLM Insurance Essentials 4 $99 Set yourself up for success with a strong foundation of risk management and insurance knowledge. ESSN-INS Sales & Marketing Essentials 4 $99 Learn how to connect with customers, differentiate insurance products, and support revenue growth at your organization. ESSN-SAL Underwriting Essentials 4 $99 Build the skills to assess risk, make smart coverage decisions, and collaborate effectively with colleagues. ESSN-UND -
General Insurance
Course Title PDU Price Description Course No. Ethical Decision Making in Risk and Insurance Free Build an ethical framework and gain skills to effectively navigate ethical dilemmas and foster integrity in risk management and insurance. 311CE Insurance Ethics Part of PTC1 Package Equip yourself to fairly resolve problems, effectively communicate with customers, and adhere to laws and regulations with this comprehensive exploration of ethical conduct. PTC1-603-CE Introduction to Risk Management and Insurance 6.8 $170 Gain an introduction to insurance principles, underwriting, claims, and risk management. It is ideal for professionals who are new to the insurance business or who work in nontechnical positions RMI 315 Seeing What's Possible with Parametric Insurance 3 $75 Learn from industry experts why parametric insurance is emerging as an effective option for closing coverage gaps and increasing resilience for a diverse range of individuals, businesses, and communities. PAR 201 -
Insurance Fundamentals
Course Title PDU Price Description Course No. Cyber Risk Fundamentals 3 $75 Discover how cyber risk loss exposures are covered and how to effectively manage your client’s emerging cyber loss exposures. CYB 201 Insurance Business Fundamentals 2 $50 Learn about the benefits of insurance to its purchasers, the functions within insurance organizations, and more. CFBS1 Insurance Ethics Fundamentals 1 $25 Learn frameworks for resolving ethical dilemmas and how to conduct yourself competently and ethically to ensure that consumers receive the benefits they expect. CFET1 Insurance Fraud Prevention Fundamentals 1 $25 Gain an understanding of the ways in which insurers, law enforcement agencies, regulators, and legislators detect and prevent insurance fraud so you can collaborate with others to combat this costly crime. INSFRD-001 Insurance Policy Fundamentals 2 $50 This course introduces you to the structure of an insurance policy so you’ll feel confident reading and interpreting a wide range of policies, which are fundamental skills in risk and insurance. INSFND-001 Insurance Ratemaking Fundamentals 1 $25 Ratemaking is the projection of past loss experience into rates that will, it is hoped, develop future premiums that will pay for losses and expenses and provide a margin for profit and contingencies. CFRT1 International Insurance Fundamentals 3 $75 Better serve your customers by understanding the fundamentals of international insurance programs. SPEC 211-CE Making Underwriting Decisions 2 $50 Build a foundation in underwriting by learning the basic underwriting process and understanding how to make underwriting decisions in a range of coverage situations. INTRO-003 Reinsurance Fundamentals 1 $25 In this introductory course, learn about the basics of reinsurance and how insurers utilize it to fulfill their operational and financial goals by transferring insurance risk. INSFND-002 Risk Management Fundamentals 2 $50 Learn how risk management helps people and organizations to realize the opportunities and avert the threats associated with risk RM202 Surplus Lines Fundamentals 3 $75 Confidently explain the transaction process used by surplus lines intermediaries so that you can better serve clients with risks that the standard market doesn’t accept. SPEC 210-CE Underwriting Fundamentals 1 $25 Discover the pivotal role underwriters play in shaping insurance products, pricing strategies, and customer selection, all while navigating limited resources and regulatory constraints. INSFND-003 -
Insurance Principles
Course Title PDU Price Description Course No. Insurance Policies, 7th Ed 2 $50 Gain an overview of insurance policies, like the elements of a contract, the characteristics and structure of insurance policies, and both property and liability policy provisions. PRIN 202 Insurance Regulation, 7th Ed 2 $50 Discover how regulations govern the practices of insurers per state, how insurers develop insurance rates, the role of NAIC, and more. PRIN 203 Loss Exposures, 7th Ed 2 $50 Get a better understanding of property and liability loss exposures, including the basis for legal liability and net income loss exposures and ideally insurable loss exposures. PRIN 205 Underwriting and Ratemaking, 7th Ed 2 $50 This course provides a better understanding of the underwriting and ratemaking process by examining underwriting activities and the underwriting process, underwriter management, ratemaking, and premium determination. PRIN 208 Understanding Insurance, 7th Ed 2 $50 Gain a better understanding of the framework of insurance by discussing the major roles of insurance, common types of insurance, and functional areas of an insurer. PRIN 209 -
Introduction Courses
Course Title PDU Price Description Course No. Fundamentals of Property-Casualty Insurance 3 $75 Get an introduction to insurance principles. Ideal for professionals who are new to the insurance business or who work in nontechnical positions in the industry and would like to learn more about the insurance mechanism. GEN 201 Fundamentals of Underwriting 2 $50 This course provides an introduction to underwriting. It is ideal for professionals who are new to the insurance business or who work in nontechnical positions in the industry and would like to learn more about the insurance mechanism. UND 201 -
MICRO-COURSES - Business Acumen
Course Title PDU Price Description Course No. The Insurance Business 1.5 $37 Discuss the evolution of insurance, the benefits of insurance, why insurance is regulated, insurer solvency, and the prevention of destructive competition. ML 002 The Insurance Product 1.5 $37 Learn about how insurance policies are structured, preprinted and manuscript forms, self-contained and modular policies, and other documents that a policy can contain. ML 003 What Underwriters Do 1.5 $37 Explore what underwriting is, what field underwriters do, what corporate underwriters do, the impact of technology on underwriting, and more. ML 004 -
MICRO-COURSES - Foundations
Course Title PDU Price Description Course No. Micro-course: Insurance Basics 1.5 $37 Build a solid foundation of insurance fundamentals and gain an understanding of the key elements of how insurance works, as well as how it benefits society. SAOIF1 Micro-course: Insurance Financial Basics 1.5 $37 Gain an overview of insurance transactions, as well as insights into insurer profits and how they are used. SAOIF2 Micro-course: Insurance Operations 1.5 $37 Gain an overview of insurance companies and the roles of their producers, as well as regulation and ethics as they apply to the insurance landscape. SAOIF3 -
MICRO-COURSES - New Hire Onboarding P&C Content
Course Title PDU Price Description Course No. Micro-course: Industry Overview 1 $25 Understand the basics of the risk management and property-casualty insurance landscape, including the nature of risk and the fundamentals of pooling before describing a typical insurance transaction. ONB 203 Micro-course: Financial Overview 1 $25 Dive into the financial side of insurance, including how and why insurers earn profits, how to measure an insurer’s profits, the importance of return on surplus, and how insurers spend premiums. ONB 204 Micro-course: Ethics and Regulation 1 $25 Explore insurers’ ethical and legal requirements. Learn how insurance benefits society, describes the importance of ethical behavior from both insurers and insureds, and outlines the United States insurance-regulation framework. ONB 205 Micro-course: Insurer Departments and Their Tasks 1 $25 Explore the differences between centralized and decentralized organizational structures, including various departments unique to the insurance industry. ONB 206 Micro-course: Categories of Insurers and Services to the Insurance Industry 1 $25 Explore the three main types of insurance: property-casualty, life and health, and reinsurance. Learn about the various forms of insurer ownership and the different roles producers play. ONB 207 -
Associate in Insurance (AINS®)
Course Title PDU Price Description Course No. AINS 101-Increasing Your Insurance IQ 14 $349 Put insurance basics into practice and gain the ability to collaborate with colleagues from different departments. C101F AINS 102-Understanding Personal Insurance 14 $349 Learn the basics of key personal coverages and how insurer roles work together to deliver personal insurance solutions. C102F AINS 103-Exploring Commercial Insurance 14 $349 Learn commercial coverage fundamentals and how different insurer roles interact with businesses to select coverage and pay claims. C103F
Technical
If you want to advance in your role and become an expert in your field, our technical courses and programs will provide you with in-demand and in-depth skills you can use right away.
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Commercial Insurance
Course Title PDU Price Description Course No. Business Income Insurance, 5th Ed 2 $50 Gain a better understanding of business income insurance. The course examines business income loss exposures, BIC-insuring agreements, and additional coverages and extensions. COM 202 Commercial Crime Insurance & Equipment Breakdown Insurance, 5th Ed 2 $50 Gain a better understanding of commercial crime and equipment breakdown insurance, including commercial crime insuring agreements, limits and deductibles, exclusions and conditions, and more. COM 203 Inland Marine and Ocean Marine Insurance, 5th Ed 1 $25 Gain a deeper understanding of inland and ocean marine insurance, including nonfiled and filed classes of inland marine insurance, and ocean marine insurance policies. COM 204 Businessowners and Farm Insurance, 5th Ed 1 $25 Get an overview of businessowners and farm insurance, including the buisnessowners policy, businessowners liability coverage, and farm insurance. COM 208 Specialty Coverages, 5th Ed 2 $50 Gain a deeper understanding of specialty coverage including liability insurance, insurance for-environmental, aircraft, and cyber risk-insuring foreign operations, and types of surety bonds. COM 209 Commercial General Liability Insurance, 6th Ed 5 $125 Learn the essentials of Commercial General Liability (CGL) coverage. COMINS-001 Commercial Auto Insurance, 6th Ed 4 $100 Get a better understanding of commercial auto insurance through the examination of BACF covered autos, BACF liability coverage, physical damage coverage, and more. COMINS-002 Workers Compensation and Employers Liability Coverage, 6th Ed 1 $25 Discover how workers compensation and employers liability coverages work, including how to determine whether a policy covers a claim. COMINS-003 Commercial Property Insurance 1 $25 Examine commercial property insurance including real property and business personal property coverage forms and limits, coverage extensions, optional coverages, endorsements, conditions, and more. COMINS-004 -
General
Course Title PDU Price Description Course No. Managing Absence and Productivity Issues 4.4 $110 Learn best practices for developing absence management strategies and other tools for driving employee productivity. IFEBP 031-OL Overview of Workers Compensation 2 $50 Understand how the workers compensation system has evolved so you can manage employer liability, explore coverage options, and apply the right remedies under federal law. CLM 376 Rating, Regulations, and Reinsurance, 2nd Ed 4 $99 By understanding insurance ratings, regulations, and reinsurance, you'll be better able to make decisions on appropriate types of reinsurance coverages. CIRR2 -
MICRO-COURSES - Commercial General Liability
Course Title PDU Price Description Course No. Micro-course: Analyzing Commercial Liability Loss Exposures 1 $25 Explore an analysis of the legal foundations of four commercial liability loss exposures: premises and operations liability, products and completed operations liability, automobile liability, and workers compensation and employers liability. SABA13 Micro-course: Emerging Liability Risk - Environmental 1 $25 Dive into an analysis of three aspects of environmental loss exposures: legal foundations for environmental liability, environmental statutes, and environmental risk management. SABE14 Micro-course: Understanding CGL Coverage 1 $25 Explore how the coverage provided and components of commercial general liability insurance protect organizations facing potential liability risk. SABZ01 Micro-course: CGL Coverage A 1 $25 Determine whether a described claim meets the conditions imposed by the Coverage A insuring agreement of the Commercial General Liability Coverage Form. SABZ02 Micro-course: CGL Coverage A Exclusions 1 $25 Determine whether any of the exclusions labeled a. through q. under Coverage A of the Commercial General Liability Coverage Form eliminate coverage for a described claim. SABZ03 Micro-course: CGL Coverage B 1 $25 Determine whether a claim scenario meets the conditions imposed by the Coverage B insuring agreement of the Commercial General Liability Coverage Form and whether any of the Coverage B exclusions eliminate coverage. SABZ04 Micro-course: CGL Coverage C 1 $25 Determine whether a claim scenario meets the conditions imposed by the Coverage C insuring agreement of the Commercial General Liability Coverage Form and whether any of the Coverage C exclusions eliminate coverage. SABZ05 Micro-course: Understanding Excess Liability Protection 1 $25 Gain an understanding of why excess and umbrella liability policies are needed and how they differ. SABU09 Micro-course: Umbrella Liability Protection 1 $25 Explore how excess and umbrella liability insurance can be layered in a liability insurance program and how problems can arise, and it includes a case study. SABU10 Micro-course: Applying CGL Coverage Topics - Who Is an Insured; Applying CGL Limits; Applying CGL Conditions 1 $25 Learn how to select appropriate endorsements to the Commercial General Liability (CGL) Coverage Form to meet either an insured’s or an underwriter’s needs. SABA14 Micro-course: Applying CGL Coverages - Modifying the CGL Coverage Form; Other CGL Coverage; Determining if the CGL Covers a Claim 1 $25 Learn how to select appropriate endorsements to the Commercial General Liability (CGL) Coverage Form to meet either an insured’s or an underwriter’s needs. SABA15 -
MICRO-COURSES - Cyber Risk
Course Title PDU Price Description Course No. Micro-course: Holistically Managing Cyber Risk 1.5 $37 Explore the cyber risk management environment and the tools to manage it holistically. ML 017 Micro-course: Addressing Cyber Risk with Insurance 1.5 $37 Learn how insurance can address cyber risk. ML 018 -
MICRO-COURSES - Digital Literacy
Course Title PDU Price Description Course No. Micro-course: Communicating Like a Professional 1.5 $37 Learn how to communicate professionally in the digital workplace through emails, presentations, and insurance-related documents. DL 201 Micro-course: Appropriately Sharing Business Information 1.5 $37 Learn how to discern which business information should be shared and how to protect sensitive data. DL 202 Micro-course: Thinking Critically on the Job 1.5 $37 Learn how to evaluate sources of information and think critically on the job. DL 203 -
Personal insurance
Course Title PDU Price Description Course No. Personal Insurance Overview, 3rd Ed 2 $50 Examine elements of loss exposure (property and liability), personal financial planning loss exposures, the risk management process and techniques, and common policy provisions and analysis. PER 201 Automobile Insurance and Society, 3rd Ed 1 $25 Gain a better understanding of automobile insurance and society, including the compensation of auto accident victims, no-fault auto laws, automobile insurance for high-risk drivers. PER 202 Personal Auto Insurance Policy, 3rd Ed 5 $125 Explore everything you need to know about personal auto insurance policies. PER 203 Homeowners Insurance Policy, 3rd Ed 3 $75 Increase your knowledge of the selection of homeowners forms that vary according to the types of property eligible for coverage and type of coverage provided. PER 204 Dwelling, Mobile Home, Flood, Windstorm, 3rd Ed 1 $25 Get a better understanding of dwelling fire insurance, mobilehome insurance, and government property plans. PER 205 Personal Inland Marine, Watercraft, Umbrella, 3rd Ed 1 $25 Get a better understanding of inland marine floaters, watercraft insurance, and personal umbrella insurance. PER 206 -
Property Claims Practices
Course Title PDU Price Description Course No. Determining Whether Coverage Applies, 2nd Ed 2 $50 Learn about determining coverage for a property claim, types of property, determining insurable interest, identifying and protecting insurable interests, and more. CLM 420 Handling Coverage Issues, 2nd Ed 1 $25 Determine how to avoid mistakes in coverage decisions, avoiding waiver and estoppel, coverage denials, and declaratory judgment actions. CLM 421 -
Accredited Customer Service Representative (ACSR™)
Course Title PDU Price Description Course No. ACSR 321-Becoming a Successful CSR 12 $299 Anticipate client expectations, master methods to exceed them, and understand how your superior service grows revenue. CACSR321F ACSR 332-Addressing Coverage Inquiries 12 $299 Review the HO-3 policy and personal liability options to address client questions on coverage options. CACSR322F M-AB 132-Understanding P&C Ratemaking and Pricing 3.2 $79 Explore the purpose of personal rate regulation and rate-making principles. Explain how underwriters use rating plans to tailor insurance pricing on commercial accounts. M-AB 132F M-AB 134-Exploring Today's Risk Management and Insurance Landscape 3.2 $79 Assess cyber risk and data liability exposures. Explore how big data and technology influence RMI strategy. Understand why parametric insurance has emerged and how it works. M-AB 134F M-AB 135-Closing Business Income Coverage Gaps 3.2 $79 Explore BI coverage and differentiate between provisions in business income and extra expense insuring agreements. Understand additional coverages and their limits. M-AB 135F M-AB 123-Understanding Supplemental Personal Lines 3.2 $79 Understand what personal lines cover and where your clients may be exposed to risk. Familiarity with standard personal lines products is helpful in the completion of this course, but not required. M-AB 123F -
Associate in Personal Insurance (API™)
Course Title PDU Price Description Course No. API 320-Evaluating and Underwriting Personal Lines Risks 16 $399 Better serve your customers by learning how to properly tailor personal lines coverages to each of their unique loss exposures and needs. CAPI320 -
Associate in Commercial Underwriting (AU™)
Course Title PDU Price Description Course No. AU 60-Evaluating Commercial Underwriting Risks 16-20 $399 - $499 Learn how emerging technology has transformed underwriting so you can put commercial underwriting principles into practice today. C60 AU 61-Underwriting Organizations' Property Risks 16-20 $399 - $499 Build a comprehensive approach to commercial property underwriting and learn how to best assess risk so you can protect companies against unexpected physical damage. C61 AU 62- Underwriting Organizations' Liability Risks 16-20 $399 - $499 Learn how to evaluate commercial liability risk and help protect companies against unforeseen challenges that could be devastating to their business. C62 -
Associate in Commercial Underwriting–Management (AU-M™)
Course Title PDU Price Description Course No. AU 67- Managing Underwriting Success 16-20 $399 - $499 Strengthen your leadership and management skills while learning competitive underwriting strategies. C67
Leadership
If you’re looking to grow your expertise and become a trusted voice within risk management & insurance, our leadership courses and programs will help develop your mindset and skills in strategic decision-making and more.
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MICRO-COURSES - Leading and Managing People
Course Title PDU Price Description Course No. Micro-course: Cultivating Successful Teams 1.5 $37 Explore how you can motivate key stakeholders, manage organizational change, and lead with the emotional intelligence required to keep your teams at the top of their game. ML 013 Micro-course: Positioning Employees for Success 1.5 $37 Become equipped to recruit the right employees, align their performance with strategic goals, and cultivate leaders for long-term growth. ML 014 Micro-course: Connecting with Stakeholders 1.5 $37 Explore the fundamentals of effective communication and collaboration, equipping you to effectively deliver your message. ML 015 -
Associate in Management (AIM™)
Course Title PDU Price Description Course No. AIM 330-Leading in an Evolving Risk Environment 16 $399 Learn how to manage a team and mitigate enterprise risks in your day-to-day work. Successfully lead a team, advocate for your employees, collaborate with stakeholders, and build an engaged culture within your company. CAIM330F AIM 331-Managing Strategic Threats and Opportunities 16 $399 Learn how to strategically leverage data so you can contribute to your organization’s growth and success. Effectively interpret risk data and connect risk to strategy, protect data assets, and implement a data analytics strategy. CAIM331F -
CPCU®
Course Title PDU Price Description Course No. CPCU 500-Becoming a Leader in Risk Management and Insurance 16-20 $399 - $519 Gain tangible leadership skills to help you take the next step in your career. Make strategic business decisions, confidently lead teams, think critically to develop solutions, and recommend risk management approaches. C500F CPCU 520-Meeting Challenges Across Insurance Operations 16-20 $399 - $519 Build the foundation you need to understand the business of insurance, so you can better collaborate and prepare for real-world scenarios to improve your operational effectiveness. C520F CPCU 530-Applying Legal Concepts to Insurance 16-20 $399 - $519 Develop skills to minimize your organization’s legal risks and successfully navigate the ever-changing insurance landscape while familiarizing yourself with United States property-casualty law. C530F CPCU 540-Contributing to Insurer Financial Performance 16-20 $399 - $519 Learn how to apply key accounting concepts and principles in your day-to-day work to make strategic financial decisions and improve your organization’s bottom line. C540F CPCU 550-Maximizing Value With Data and Integrity 16-20 $399 - $519 Learn how to leverage data and technology to drive strategic decisions, strengthen the insurance value chain, and elevate your organization's competitive advantage. C550F CPCU 551-Managing Commercial Property Risk 16-20 $399 - $519 Learn how to think critically about commercial property loss exposures so you can confidently develop and recommend the right solutions for your customers. C551F CPCU 552- Managing Commercial Liability Risk 16-20 $399 - $519 Learn how to analyze customers' commercial liability loss exposures so you can recommend the best coverage options. Gain skills to help you evaluate cyber exposures, recommend risk management strategies, and more. C552F CPCU 555-Advancing Personal Insurance Products 16-20 $399 - $519 Gain the skills you need to clearly explain and recommend personal insurance options. Analyze home and personal auto loss exposures, identify life and health insurance gaps for customers, recommend personal investment strategies, and more. C555F CPCU 556-Building a Competitive Edge in Personal Lines 16-20 $399 - $519 Develop and implement personal lines marketing and underwriting strategies to effectively promote products. Gain skills to assess personal lines portfolios, evaluate loss exposures, control losses and expenses, and more. C556F CPCU Matriculation 3.6 $90 CPCU Matriculation is a requirement to earning the CPCU designation, and includes content covering the CPCU Canons, as well as digital forms that validate your professional experience and ethical standards. MATRIC-OL
*Looking to order a course that isn't linked / available on the website? Please reach out to Sales@TheInstitutes.org with the course title and number you’re interested in.