Introduction to Underwriting

Click here to return the main Introductory Courses.

Bottom-Line Benefits

  • Increase underwriting 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 underwriting concepts that help enhance productivity
  • Prepare for career-long professional development by building a strong foundation in basic underwriting principles

Level: Beginner

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.

The Introduction to Underwriting exam consists of 50 objective questions and examinees have two hours to complete it. When you pass the exam, you’ll earn a Certificate of Completion to show your commitment to professional development.

Introduction to Underwriting Topics:

  • What Is Underwriting?
  • Underwriting as Decision Making
  • Personal Lines Underwriting: Auto
  • Personal Lines Underwriting: Homeowners
  • Commercial Lines Underwriting
  • General Liability Underwriting
  • Commercial Property Underwriting
  • Underwriting Results
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 Service hours are Monday through Friday, 8:00 a.m. to 6:00 p.m. Eastern Standard Time.
Order today! Before making your selections, first choose the testing window and the
course from the dropdowns below to ensure you order the correct study materials.
Study Materials:
Please Select Window:

 Click here to view exam registration information.
Important InformationCourse Guides and textbooks are revised periodically. Check with Customer Success (800-644-2101) if you think you might use the study material(s) you ordered for an exam given beyond the date you selected above.

Quick Links