Personal Insurance: Portfolio Management | The Institutes

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Personal Insurance: Portfolio Management

Personal Insurance: Portfolio Management
API 29
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Learn how to develop personal insurance products and services.


  • Forces that define personal insurance products and services
  • The personal insurance market
  • Developing personal insurance products
  • Underwriting profitability for personal insurance
  • Pricing personal insurance products
  • Reunderwriting personal insurance portfolios
  • Exploring big data analytics
  • Portfolio management technology
  • Responding to environmental changes

Course Level


Suggested Self-Study Time

4-6 weeks



Get the Tools You Need to Succeed

Each course is supported with textbooks, practice exams and more

Bottom-Line Benefits

Demonstrate your commitment to your career.

Stand out as a qualified professional by effectively underwriting profitability for personal insurance. 

Enhance customer satisfaction and retention.

Continuously meet the evolving needs of your customers with a strong understanding of the changing insurance environment.

Effectively apply best practices to your everyday work.

Make better business decisions by learning how to confidently manage personal insurance portfolios. 

“From my perspective as a hiring manager, these designations are a window into an individual's work ethic and clearly demonstrate an ability and a drive that is needed to excel in today's demanding environment...” 


Jeff Cruey, CPCU, CIC, ARe, AU, AMIM 
Vice President—Commercial Lines
Ohio Casualty Insurance Co. 

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