Explore Your Career Options
Explore Your Career Options
You are expanding your career options in an exciting field! As you grow your expertise you will be able to help others in their time of need as they recover from the worst. Better yet, help others prepare for and even avoid the worst as you develop your risk management and insurance expertise. Explore the options and career paths available to you!
Triple-I: Careers in Insurance
Insure My Path
Embarking on a new adventure or career requires a toolkit filled with the essentials. Build an understanding of coverage types, where gaps pop up and how to protect against them, and methods to best protect your clients’ personal and professional interests. Explore these essentials — select the ones best suited to you, your markets, your career path goals, and your clients.
AAI 303: Understanding
Coverage Solutions
Build Product Knowledge
Build Product Knowledge
PRC-111 : Recommending
Coverage Solutions
M-AB 121: Closing Commercial Coverage Gaps
M-AB 126 : Identifying Commercial
Clients’ Risks
M-AB 124: Managing Clients’ Cyber Risks
M-AB 123: Understanding
Supplemental Personal Lines
Establish Foundational Knowledge
Stay Current
Grow Your
Skills
Broaden Your
Horizons
Rise Above Your Competition
Build Your
Business
Coverage Needs & Options
Assess & Treat Risk
Access & Analyze
Data
Sales Skills
Grow Your Network
& Professional Community
Help
Embrace Innovation
ACSR 321: Becoming a Successful CSR
Ethics 311: Ethical Decision Making in
Risk and Insurance
AAI 301: Becoming a Successful Insurance Agent
PRC 110: Insurance Foundations for
Agents and Brokers
Discovering the Basics of Insurance
Just like any adventure you need to know where you are going to avoid getting lost in the wild! Establish foundational knowledge and skills as you orient yourself to your new career field. You’ll develop an understanding of the products and services available to protect your clients from the worst, while learning the ins and outs of the risk management and insurance industries.
Establish Foundational Knowledge
The Latin American Association of Insurance Agencies
Link: The LGBTQ+ Insurance Network
ITL: “3 Ways DE&I can Boost Agencies”
BIIC: “Black Authenticity at Work”
Triple-I: Diversity and Inclusion in
the Insurance Industry
CPCU Society
You are not alone. As you develop your career, a vital key to success is growing your community of peers in the industry. Within your professional network and community you will discover webinars, conferences, resources, and even your personal mentor. We are proud to be the home of many professional communities designed to connect risk management and insurance professionals.
Grow Your Network and Professional Community
Asian American Insurance and
Financial Professional Association
BIIC
NAAIA
ITL “Six Things” Newsletter
CPCU Society Events (In2Risk)
CEU Webinars
CEU Unlimited Access Program
The Institutes Podcast Network
Risk & Insurance magazine
Staying current in a 24/7 news cycle is a mighty challenge. Ease the burden with resources you trust to bring you the latest news, interpretations of how recent legislation or regulations can impact your day-to-day, and inspiring stories of colleagues at each stage of their career sharing their insights and experiences. Wander through articles, webinars, podcasts, on-demand courses, and plan to attend industry conferences hosted by our affiliates.
Stay Current
ITL Webinars
In2Leadership
CLM Annual Conference
Joint Industry Forum (JIF)
National Ergo Conference
National Comp. Conference
Earning Designations
How do you compete with others amongst the noise, ads, and search results? Leave your competition behind and rise above them! As you complete Micro-Certs and courses you start your journey towards a professional designation, or two! Attending focused industry events helps broaden your product expertise while you strengthen your professional network.
Rise Above Your Competition
In2Leadership
Emerging Leaders (Wisconsin)
Opportunity exists beyond the horizon. Prepare for the next step in your career through leadership training tailored to the risk management and insurance industries. Develop leadership communication, problem-solving, decision-making, and emotional intelligence skills to guide, advise, and lead a team to success.
Broaden Your Horizons
ITL: “Future of Insurance: Hyper-Personal”
ITL: “How to Protect Those Who Need it Most
Turn to insurtech solutions to manage your business efficiently, discover new opportunities, uncover coverage gaps, and grow your business. Stay on top of developments and learn practical applications and approaches to integrating technology solutions in your business management plan and philosophy.
Embrace Innovation
ITL: “Top Brokers’ Advantage”
ITL: “Breakthrough Technologies for 2023
Whether you want to take a deep dive into a particular area of insurance coverage or are ready to take your understanding of your clients’ business operations to a new level we have options for you.
Grow Your Skills
Build Your Business
Access & Analyze Data
Assess & Treat Risk
Coverage Needs & Options
Sales Skills
AAI 302: Growing a Book of Business
Discover best methods to maintain a client-first environment from the outset of your career.
Build Your Business
ITL: “Creating an Empathetic Customer Experience”
ITL: “Humanized Experiences
are the Key”
ITL: “Three Key Themes for Check-Ins With Clients”
ARM 400: Risk in an Evolving World
ARM 401: Holistically Assessing Risk
ARM 402: Successfully Treating Risk
Grow to become a trusted advisor as you deepen your understanding of risk management by learning to assess, treat, and mitigate risk.
Assess and Treat Risk
M-AB 134: Exploring Today's Risk Management and Insurance Landscape
Triple-I: Research + Data
There is a wealth of data at your fingertips – know what do with the data you find, methods to best interpret and analyze your data, and draw sound conclusions and action steps for your clients.
Access & Analyze Data
(Available April 3)
M-AB 132: Understanding P&C Ratemaking and Pricing
(Available April 3)
M-AB 133: Excelling at Account Management
Understanding insurance and explaining options to your clients is a complex undertaking, ease that task with courses and Micro-Certs that break content down into easy to understand and digestible learning modules.
Coverage Needs & Options
ACSR 322: Addressing Coverage Inquiries
(Available April 3)
(Available April 3)
ITL: “5 Flaws of a Commoditized Sales Approach”
ITL: “Have-to-Buy vs. Want-to-Buy"
ITL: “You Gotta Know Your Sales Numbers”
Finely tuned sales skills that take your client service from signing a policy to building a trusted relationship that lasts.
Sales Skills
Coming Soon
(Coming April 3rd)
Tip: The Guide is designed to offer you flexibility and convenience. That is why there are no defined steps or directions. Explore and select the options that meet your personal needs and goals.
Tip: When you are recommending coverage or exploring specialty coverages for clients these options are ideal.
Enjoy the flexibility and convenience of the Guide. You can be here to sharpen a specific skill, grow your network, get industry news, earn a designation, or more.
Start anywhere on the Guide. You can start at the outpost, on a chair lift, or on the bank of the creek, anywhere you like!
Click on the + to explore the options available at each point of interest
How to Use This Guide
Information Literacy Intro to III
Navigation Tip: These options are ideal when you are starting out in the risk management and insurance industries, changing positions, or want a quick refresher on topics.