Introduction to the US Insurance Market Training Workshop

One half-day

26 June 2025, 13:30-16:30 (UK)

This half-day online interactive 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.  

Public course booking form

Members: £189pp
Non-members: £249pp

To book this workshop for yourself or up to 7 Delegates, please complete the below form:

Corporate (In-house) training

To book this workshop for your company as a corporate, in-house training session for between 8-16 Delegates, on a date that's convenient for you, please complete the below form to register your interest:

Summary

 Date: 26 June 2025

 Times: 13:30-16:30 (UK)

 Duration: Half day

 No of attendees: 12-16

 Format: Online - Virtual delivery

 CPD: Recognised

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

 Price: £119 M/£179 NM

Workshop Overview

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

2. 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?

3. Property and Casualty policy language

• Schedule
• Standard forms
• Standard exclusions
• Limits and aggregate limits
• Occurrence versus claims made
• Sanctions and financial crime

4. Life Insurance

• Basic principles and types of policy

5. 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

6. 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

7. 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.

Corporate Solutions

We are able to offer training specifically for your company as a corporate (in-house) training session, for a set fee.

We can support your business with off-the-shelf courses for those studying our financial services units, our insurance units or those looking to develop their knowledge in a wide variety of technical and leadership areas. A full list of courses can be viewed in our 2025 Corporate Training Catalogue.

Please speak with your Relationship Manager who can explore your learning needs further or contact: business.enquiries@cii.co.uk

Public course booking form

Corporate (In-house) training

Interested in other courses?

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

Please note: The price of the workshop is based on British Pound Sterling. The purchase price will be processed using the relevant international currency conversion rate at the point of sale. Contact us for further information.

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

We reserve the right to postpone the above workshop dates, subject to a minimum number of 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 workshops and future dates.

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