متعهدو التأمين ضد حوادث الممتلكات المعتمدون (CPCU)

Bottom-Line Benefits

• Enhance professional confidence by building a strong foundation in underwriting principles and a broadened understanding of advanced underwriting techniques
• Build a more profitable book of business by developing a disciplined approach to underwriting commercial property and liability exposures
• Shape a solid book of business through effective risk selection of commercial liability insurance

We Recommend AU For: Agents/brokers, commercial underwriters, under­writing managers, line of business supervisors, and reinsurance professionals

To earn AU you must complete:

AU65—Commercial Underwriting: Principles and Property AU66—Commercial Underwriting: Liability and Advanced Techniques INS23—Commercial Insurance.

Program Notes

Sequence: We recommend that you understand commercial insurance coverages before taking AU65 and AU66. We recommend taking the course one of the following sequences: INS 23, AU65, and AU66; or CPCU551, CPCU 552, AU65, and AU66; or CPCU551, AU65, CPCU552, and AU66.

Completion information: You may earn the AU designation by taking AU65, AU66, and INS 23, or by taking AU65, AU66, and CPCU551 and CPCU552

Associate in Claims (AIC)

Bottom-Line Benefits

• Reduce time and costs by improving technical claim-handling skills
• Improve customer satisfaction and retention with soft skills like communication and negotiation
• Help avoid costly lawsuits by learning good faith claim handling
• Reduce costs associated with coverage disputes by gaining in-depth policy knowledge

We Recommend AIC For: In-house claim adjusters, field claim adjusters, insurance litigators, senior customer service representatives, agency principals, and third-party administrators

To earn AIC, you must complete:

AIC 33—Claim Handling Principles and Practices

AIC 34—Workers’ Compensation and Managing Bodily Injury Claims AIC 35—Property Loss Adjusting

AIC 36—Liability Claim Practices

Program Notes

Sequence: When pursuing this designation, we recommend taking AIC 33 first.

Completion information: You may choose one of the following alternate paths to earn AIC:

• Personal Lines Auto and Liability: AIC 33, 34, and 36, plus either CPCU553 or 555 or INS 22
• Personal Lines Homeowners: AIC 33, 35, and 36, plus either CPCU553 or 555 or INS 22
• Commercial Lines Liability: AIC 33, 34, 36, and CPCU552
• Commercial Lines Property: AIC 33, 35, 36, and CPCU551

Gross-credits: AIC courses provide elective credit for the Associate in Marine Insurance Management (AMIM) and Associate in Surplus Lines Insurance (ASLI) designation programs.

Associate in Insurance Services (AIS)

Bottom-Line Benefits

• Improve service quality by gaining an understanding of customer needs and motivations
• Increase productivity and efficiency by learning to identify and improve key business processes
• Ensure consistency by learning to effectively monitor and adjust to change

We Recommend AIS For: Administrative and support staff, agents/brokers, agency principals, claim adjusters, call center personnel, customer service representatives, line of business managers, and underwriters

You can earn a Certificate of Completion for passing the AIS 25 exam. Or you may choose to earn the AIS designation by completing one of the following options in addition to the AIS 25 exam:

• Accredited Adviser in Insurance (AAI)
• Associate in Claims (AIC)
• Associate in Commercial Underwriting (AU)
• Associate in Fidelity and Surety Bonding (AFSB)
• Associate in Marine Insurance Management (AMIM)
• Associate in Personal Insurance (API)
• Associate in Premium Auditing (APA)
• Associate in Reinsurance (ARe)
• Associate in Risk Management (ARM)
• Associate in Surplus Lines Insurance (ASLI)
• CPCU 510, 520, 551, 552, and 553
• CPCU 510, 520, 555, 556, and 557
• The Program in General Insurance (INS). Associate in Regulation and Compliance (ARC)

Bottom-Line Benefits

• Help to avoid costly fines and penalties by developing an understanding of the insurance regulatory environment
• Improve organizational compliance by learning how federal and state regulations affect insurance functions
• Foster compliance culture by giving managers needed tools to monitor employee regulatory compliance

We Recommend ARC For: Agents/brokers, agency principals, claim adjusters, finance and accounting personnel, line of business managers and executives, regulatory compliance specialists, risk managers, and underwriters