Introductory Courses

Topics in Introduction to Property and Casualty Insurance (INTRO): What Insurance Is, How Insurance Is Sold, What Underwriting Is, How Insurance Service Is Provided, How Claims Are Handled, What Is in an Insurance Policy, What Personal and Commercial Insurance Are, and How Premiums Are Determined

Topics in Introduction to Claims: Insurance Basics, The Claim Function, Factors Affecting the Claim Environment, The Claim Process, Automobile First-Party Claims, First-Party Property Claims, and Workers Compensation Claims

Topics in Introduction to Risk Management: Losses and Loss Exposures, The Risk Management Process, Risk Financing, Risk Control Techniques, The Risk Manager’s Role, Risk Management in an Organization, Pre- and Post-Loss Goals, and Personnel Exposure

Topics in Introduction to Underwriting: Underwriting as Decision Making, Personal Lines Underwriting (Auto and Homeowners), Commercial Lines Underwriting (Property and General Liability), and Measuring Underwriting Results

Program Options: All introductory courses are available as self-study programs via printed textbooks and course guides. Introduction to Property and Casualty Insurance is also offered online via Institutes Online.

We Recommend Introductory Courses for: Those new to property-casualty insurance, including administrative and support staff, agents/brokers, assistants, call center staff, claim adjusters, customer service representatives, insurance industry vendors, trainees, and underwriters

Exam Information: Introductory course exams are offered as exams-on-request (EOR) and can be administered in two ways. You can take the multiple-choice exam:

1. By computer at an Institutes-approved on-site testing location or at a Prometric Testing Center during one of The Institutes’ four testing windows.
2. As a pen-and-paper exam at your workplace at any time.

Introduction to Property and Casualty Insurance, Introduction to Underwriting, and Introduction to Claims exams consist of 50 objective questions and examinees have two hours to complete each exam.

The Introduction to Risk Management exam consists of 40 objective questions and examinees have two hours to complete it.

Introduction to Property and Casualty Insurance

Introduction to Claims

Introduction to Risk Management

Introduction to Underwriting

Bottom-Line Benefits

• Increase operational efficiency by being able to deliver consistent fundamental knowledge across the organization and functional areas
• Gain confidence and a sense of accomplishment by learning essential concepts that help enhance productivity
• Prepare for career-long professional development by building a strong foundation in basic insurance principles

E-mail: customerservice@TheInstitutes.org

Phone: (800) 644-2101

Fax: (610) 640-9576

Customer Service hours intro Monday through Friday, 8:00 a.m. to 6:00 p.m. eastern time.