LONG TERM PROGRAMS

INSTITUTE COURSES

The following programs are written and the examinations administered by the Insurance Institute of America and the American Institute for CPCU.

INTRO TO PROPERTY/CASUALTY
INSTITUTE COURSE
PERSONAL & COMMERCIAL LINES
MIA NOT FILED FOR THIS RENEWAL PERIOD
C.E. CREDITS:  16*

Objective:  Intended to meet the needs of a wide range of clerical, technical, and managerial employees, including those employed by insurance companies, agencies, brokerages and adjusting firms.   Designed primarily for employees who are new to the study of insurance, the course is appropriate for newcomers to the business as well as for more experienced employees with limited formal insurance education who would benefit from a general understanding of how the property/liability insurance business works.  Through this course, employees will learn their work complements the work of others.  Examples, anecdotes, and illustrations demonstrate the importance of each insurance role.

13 Weekly Assignments

CERTIFICATE PROGRAM

*Attendee may obtain 16 hours of continuing education credits by:

  1. Passing the National Examination
  2. Attending 11 of the 13 weekly classes.

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INTRODUCTION TO UNDERWRITING
INSTITUTE COURSE
PERSONAL & COMMERCIAL LINES
MIA NOT FILED FOR THIS RENEWAL PERIOD
C.E. CREDITS: 0

Objective
:  to better understand the underwriting decision-making process.  This program is a good introduction to the AU (Associate in Underwriting) program.

Become familiar with underwriting terminology, the steps in the underwriting process, the ways that process is applied in a variety of underwriting situations, and the part underwriting plays in the overall operations of insurers.  The text includes case studies to demonstrate the application of the underwriting process to four of the most popular lines of insurance:  personal automobile, homeowners, general liability and commercial property.

10 Weekly Assignments

THIS IS A CERTIFICATE PROGRAM.

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INS-21 PROGRAM IN GENERAL INSURANCE
PROPERTY & LIABILITY INSURANCE PRINCIPLES
INSTITUTE PROGRAM

PERSONAL & COMMERCIAL LINES
MIA NOT FILED FOR THIS RENEWAL PERIOD
C.E. CREDITS:  16*

Objective:  Property and Liability principles cover insurance principles and practices, laying the foundation for the study of insurance contracts in INS-22 and INS-23.

13 weekly assignments

Note:  Passing INS-21, 22 & 23 gives you a waiver for the AAI-81 program.

THIS IS A CERTIFICATE  PROGRAM.  IT LEADS A CERTIFICATE IN THE PROGRAM IN GENERAL INSURANCE.  THIS IS PART 1 OF A THREE SEMESTER COURSE.

*Attendee may obtain 16 hours of continuing education credits by:

  1. Passing the National Examination
  2. Attending 11 of the 13 weekly classes.

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INS-22 PROGRAM IN GENERAL INSURANCE
INSTITUTE PROGRAM
PERSONAL INSURANCE

PERSONAL LINES
MIA NOT FILED FOR THIS RENEWAL PERIOD
C.E. CREDITS:  16*

Objective:  Personal Insurance, analyzes personal loss exposures and personal insurance coverages, including the homeowners and other dwelling coverages, personal liability, inland marine, auto, life, health and government programs.

13 Weekly Assignments

Note
:  Passing INS-21, 22 & 23 gives you a waiver for the AAI-81 program.

THIS IS A CERTIFICATE  PROGRAM.  IT LEADS A CERTIFICATE IN THE PROGRAM IN GENERAL INSURANCE.  THIS IS PART 1 OF A THREE SEMESTER COURSE.

 *Attendee may obtain 16 hours of continuing education credits by:

  1. Passing the National Examination
  2. Attending 11 of the 13 weekly classes.

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INS-23 PROGRAM IN GENERAL INSURANCE
INSTITUTE PROGRAM
COMMERCIAL INSURANCE

COMMERCIAL LINES
MIA NOT FILED FOR THIS RENEWAL PERIOD
C.E. CREDITS:  16*

Objective:  Commercial Insurance:  Study commercial coverages including property, business income, inland and ocean marine, crime, boiler & machinery, general liability, business auto, workers compensation, farm and excess and surplus lines. 

13 Weekly Assignments

Note:  Passing INS-21, 22 & 23 gives you a waiver for the AAI-81 program.

THIS IS A CERTIFICATE  PROGRAM.  IT LEADS A CERTIFICATE IN THE PROGRAM IN GENERAL INSURANCE.  THIS IS PART 1 OF A THREE SEMESTER COURSE.

  1. *Attendee may obtain 16 hours of continuing education credits by:
    Passing the National Examination
      
    Attending 11 of the 13 weekly classes.

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AAI-81 PRINCIPLES OF INSURANCE PRODUCTION
INSTITUTE COURSE
PERSONAL & COMMERCIAL LINES
MIA NOT FILED FOR THIS RENEWAL PERIOD
C.E. CREDITS:  16*

Objective:  The first eight assignments of this 13 week program are concerned with an introduction to insurance, insurance sales, exposure identification, legal liability, and personal lines insurance.  The remaining portion of AAI-81 introduces commercial insurance, commercial insurance sales, packages, property insurance, and commercial general liability insurance.  There are 13 weekly assignments.

THIS IS A DESIGNATION PROGRAM.  IT LEADS TO THE AAI DESIGNATION.  THIS IS PART 1 OF A THREE SEMESTER COURSE.

  1. *Attendee may obtain 16 hours of continuing education credits by:
    Passing the National Examination
    Attending 11 of the 13 weekly classes.

Anyone completing INS 21, 22 & 23 or the CIC program or CPCU 2, 3 & 4 may receive a waiver for AAI-81.

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AAI-82 MULTIPLE LINES INSURANCE PRODUCTION
INSTITUTE COURSE
COMMERCIAL LINES
MIA # C54529
C.E. CREDITS:  16*

Objective:  The entire course is concerned with major commercial lines insurance coverages.  Each chapter in the commercial section of AAI 81 and AAI 82 uses a case approach with four common cases applying to all commercial coverages.  Additionally, selling techniques used successfully by agents and brokers around the country illustrate the application of coverage knowledge in the sales process.   The final two chapters discuss account development and use the case approach to tie together coverages and selling.  There are 13 weekly assignments.

THIS IS A DESIGNATION PROGRAM.  IT LEADS TO THE AAI DESIGNATION.  THIS IS PART 2 OF A THREE SEMESTER COURSE.

*Attendee may obtain 16 hours of continuing education credits by:

  1. Passing the National Examination
  2. Attending 11 of the 13 weekly classes.

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AAI-83 AGENCY OPERATIONS AND SALES MANAGEMENT
INSTITUTE COURSE
COMMERCIAL LINES
MIA #C48574

C.E. CREDITS:  16*

Objective:  The content of this course is divided into three major sections.  First, agency operations-planning, organizing, staffing, directing, and controlling are described.  This section also includes material in financial management and other current topics in agency management.  The second section, on sales management examines individual sales plans for producers, risk placement management, competition management, suspecting and prospecting.  The third section is devoted to ethics and professional liability.  There are 13 weekly assignments. 

THIS IS A DESIGNATION PROGRAM.  IT LEADS TO THE AAI DESIGNATION.  THIS IS PART 3 OF A THREE SEMESTER COURSE.

*Attendee may obtain 16 hours of continuing education credits by:

  1. Passing the National Examination
  2. Attending 11 of the 13 weekly classes.

ANNUAL CALENDAR

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For information about the CPCU or other Institute programs, please visit the AICPCU website at http://www.aicpcu.org.

For information about the Insurance Society of Baltimore and their classes visit http://www.isob.org