API 29—Personal Insurance: Portfolio Management and Issues

Bottom-Line Benefits

• Improve performance by understanding how to balance increasing customer expectations in products and services with insurer needs for profit and expense control
• Underwrite personal lines portfolios for profitability and growth by learning underwriting elements, techniques, and best practices
• Meet insurer and stakeholder expectations by learning to follow regulatory guidelines

API 29 Topics:

• Forces That Define Personal Insurance Products
• The Personal Insurance Market
• Competing in the Personal Insurance Market
• Developing Personal Insurance Products
• Underwriting Profitability for Personal Insurance
• Pricing Personal Insurance Products
• Reunderwriting Personal Insurance Portfolios
• Gaining Efficiencies in Personal Insurance Operations
• Responding to Changing Customer Needs
• Responding to Social and Regulatory Issues of Personal Insurance
• Responding to Current Issues

Sample Course Materials

• View a PDF of all API 29 chapters from both required textbooks
• View a PDF of an API 29 chapter excerpt

 
Promotional Material

• View the API program flyer

Additional Course Resource

• Find a public API class

Additional Knowledge Solutions

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