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Introduction to the US Insurance Market Training Workshop

21 & 22 January 2025, 13:30 - 16:30 (UK)

Online Training

Two half day sessions

21 & 22 January 2025, 13:30 - 16:30 (UK)

This two half-days interactive online workshop is intended to introduce attendees to the American insurance market and includes: An outline of the American Property and Casualty and Life insurance markets, lines of business, underwriting, coverages, claims, regulatory and licensing.  

Price

  • Members: £189
  • Non-members: £249

Booking Form

 

Workshop Objectives

By the end of the workshop, participants will have covered: 

  1. Classes of business
  • Property and casualty
  • Personal v commercial
  • Life, accident and sickness
  • Specialty Classes: Marine, aviation, energy, cyber
  1. US Insurance Market:
  • Statistics
  • Insurers (including roles within an insurance office)
  • Reinsurers
  • Agents and intermediaries
  • Market associations and groups
  • Mergers and acquisitions
  • Major differences between other world insurance markets
  • What distinguishes the US market from the London Market?
  1. Property and Casualty policy language
  • Schedule
  • Standard forms
  • Standard exclusions
  • Limits and aggregate limits
  • Occurrence versus claims made
  • Sanctions and financial crime
  1. Life Insurance
  • Basic principles and types of policy
  1. Claims: Handling, investigation and settlement process
  • Main players in the claims field
  • Coverage and liability disputes: Reservation of rights
  • Common terms and procedures
  • Catastrophic losses
  1. Legal and Regulatory: State and Federal
  • Admitted and surplus lines
  • US system of Law: Federal and State
  • How is insurance regulated in the USA?
  • Compliance
  • Sanctions
  1. Measuring the Performance of a US insurance Company
  • Commissions and expenses
  • Technical and free reserves and other liabilities

Who should attend?

Underwriters, brokers, adjusters, service companies and any entity planning to do business in the USA.

Trainer

Alan Jervis B.A. Hons, FCII, M.A.E.

Method of delivery

This workshop will be delivered online with a Trainer via Microsoft Teams, over two half-day sessions, on 21 & 22 January 2025, 13:30 - 16:30 (UK).

Delegates must ensure they can access the session through MS Teams.

Certificate

At the end of this course, you will receive a certificate of attendance from the Chartered Insurance Institute.

Price

  • Members: £189
  • Non-members: £249

How to book

To register for this course, please complete the below form: 

booking form

For enquiries about this course, please email to: business.enquiries@cii.co.uk


 

Please note: courses are sold on a first come first serve basis, and therefore availability may change, depending on the number of bookings received. Once a course becomes full, the above date will no longer be available, and new dates will be published.

We reserve the right to postpone the above course dates, subject to a minimum number of course bookings received. Your booking will only be confirmed, once payment has been processed and you receive a booking confirmation email from the training team.

Can't attend on this date? Register your interest in other training courses and future dates.

Please ensure you refer to our terms and conditions before booking on to any of our training courses. By booking on to this course, you are agreeing to our terms and conditions and for your information to be shared with our training provider.