Personal Insurance: Underwriting and Marketing Practices | The Institutes

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Personal Insurance: Underwriting and Marketing Practices

Personal Insurance: Underwriting and Marketing Practices
API 28
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Understand personal lines insurance principles and practices.


  • Introduction to personal insurance
  • Marketing personal insurance
  • Personal insurance underwriting
  • Underwriting personal autos
  • Underwriting miscellaneous vehicles
  • Underwriting residential property
  • Underwriting personal liability
  • Underwriting personal inland marine and personal watercraft
  • Underwriting personal umbrella

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

Confidently handle complex customer needs.

Exceed customer expectations with your enhanced ability to underwrite personal autos, residential property and personal liability. 

Demonstrate your value to your organization.

Prove that you are a valuable asset to your organization with a strong understanding of personal lines risk selection techniques.

Enhance your professional image.

Solidify your dedication to your career by effectively incorporating marketing techniques into the underwriting process.

“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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