“Professional development with The Institutes opens doors and expands the horizon of opportunities available to you. Institutes designation programs and courses teach you how to think more broadly and in the process help you gain recognition from your peers and management.”

Randall Clinger, CPCU, ARe
Vice President,
Head of Marketing
Swiss Re America Holding Corporation

Personal Insurance

Understanding the conditions or situations that present the possibility of loss, how losses occur, and the consequences of loss, puts you in a better position to manage your clients' personal loss exposures. After completing the Personal Insurance courses, you'll be able to analyze an insurance policy before a loss occurs in order to ensure that the policy adequately covers the loss exposures it is intended to address.

Available Personal Insurance courses are listed below. Click each course name for information and a list of topics covered. For your convenience, you can take one, a few, or all of these courses. The choice is yours!

Personal Loss Exposures and Risk Management
Topics covered in this course include elements of loss exposures, assets exposed to loss, and more.

Personal Auto Insurance Policy
Topics covered in this course include the personal auto policy, provisions in Part A—Liability Coverage, and more.

Homeowners' Insurance Policy
Topics covered in this course include the structure of the Homeowners policy (HO-3), factors important to rating homeowners insurance, and more.

Auto Insurance—Meeting a Society's Needs
Topics covered in this course include compensating auto accident victims, no-fault auto laws, and more.

Health and Disability Insurance
Topics covered in this course include types of disability income insurance, sources of health insurance for individuals, and more.

Dwelling, Mobilehome, Flood and Windstorm Insurance
Topics covered in this course include the DP-3 policy, the National Flood Insurance Program, and more.

Homeowners Policy Variations, Endorsements, and Rating
Topics covered in this course include coverages provided by ISO homeowners policy endorsements, the HO-5 Comprehensive Form, and more.

Life Insurance
Topics covered in this course include the need for life insurance, various types of life insurance, and more.

Personal Inland Marine, Watercraft, and Umbrella Insurance
Topics covered in this course include coverages provided by personal inland marine policies, coverages provided by the typical personal umbrella policy, and more.

Personal Loss Exposures and Financial Planning
Topics covered in this course include the importance of retirement planning, types of tax-deferred retirement plans, and more.

We Recommend These Courses for: People in all functional areas of property-casualty insurance, managers or supervisors, customer service representatives, call center staff, and administrative and support staff.

Bottom-Line Benefits

  • Improve efficiency by learning the fundamentals of personal insurance and how to apply them
  • Increase customer service skills with an enhanced knowledge of auto and homeowners contracts and endorsements
  • Provide better customer support through an understanding of personal risk management

Level: Intermediate

Cost: $20 per Professional Development Hour (PDH). Information on PDHs provided can be found here.

Phone: (800) 644-2101 (U.S. and Canada)
(610) 644-2100 (Outside the U.S. and Canada)
Fax: (610) 640-9576
Mail: The Institutes
720 Providence Road
Suite 100
Malvern, PA 19355-3433
Customer Success is available Monday through Friday, 8 a.m. to 6 p.m. eastern time.

For retail ordering information, contact Customer Service or shop online. Or take a look at our full catalog.

E-mail: CustomerSuccess@TheInstitutes.org
Phone: (800) 644-2101

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

Interested in corporate multi-user information, volume discounts, or learning management system (LMS) compatibility? Contact the Institutes´ Regional Sales Executive in your area.

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