“Professional development with The Institutes opens doors and expands the horizon of opportunities available to you. Institute 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 Communications
Swiss Re America Holding Corporation

Insurance Essentials

Insurance Essentials is designed for professionals who are new to the industry or who are not involved in hands-on, day-to-day technical insurance operations. It provides a basic understanding of insurance concepts and operations.

Insurance Essentials equips you with a solid foundation in insurance from a technical standpoint, adding value to your role and your organization.

By completing this course, you’ll enhance your understanding of insurance through practical content and features, including:

  • Streamlined topics for a manageable learning experience
  • An engaging, animated video format
  • “What You Have Learned” videos in each assignment for maximized learning

Recommended for: Employees who are new to the risk management and insurance industry

Topics Include:

  • Introduction to insurance and risk management
  • The role of insurance
  • Insurer profitability
  • Insurance industry companies and roles
  • The typical insurance transaction
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.
Insurance Essentials -Online Course w/Exam (OL)

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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