PIIAC Learning Plan Request Form

1
Name
First Name
Last Name
2
Email
example@example.com
3
Agency
4
License Number
5
I am interested in (select all that apply):
Completing my CE requirements
Earning a Designation
A certificate program
A micro-cert (for those with lots on their plate)
6
Which of the following best describes your current role?
Please Select
Please Select
Accounting
Agent/Broker/Sales
Claims
Cybersecurity
Customer Service
Data & Analytics
Finance
IT & Engineering
Legal
Operations & Administration
Risk & Safety
Underwriting
Other
7
If you chose "Other", please share your title:Since you chose "other", we will be reaching out to you with custom career-focused questions.
8
How much insurance industry experience do you have?
Please Select
Please Select
Less than 1 year
1-3 years
3-5 years
5-10 years
10-20 years
20+ years
Career change from an adjacent field
Student/intern
9
In your current role, which of the following do you consider a strength?Accounting
Please Select
Please Select
Budgeting/forecasting
Capital & solvency concepts
Financial analysis & KPI
GAAP/financial reporting
Internal controls/sox
Premium auditing workflow
Reinsurance accounting
Statutory accounting (SAP)
10
In your current role, which of the following do you consider a strength?Agent/Broker/Sales
Please Select
Please Select
Carrier submissions & marketing
Client service & stewardship
CRM discipline & activity management
Cross sell & upsell
E&O risk controls
Needs analysis & coverage design
Prospecting & Pipeline Management
Renewal strategy & customer retention
Commercial lines expertise
Understanding regulatory compliance
Personal lines expertise
11
In your current role, which of the following do you consider a strength?Claims
Please Select
Please Select
Claim investigation & statements
Coverage determination
Customer communication & empathy
Litigation management
Negotiation & settlement
Reserving fundamentals
SIU/fraud awareness
Subrogation & recovery
12
In your current role, which of the following do you consider a strength?Cybersecurity
Please Select
Please Select
Automation/AI enablement
Cybersecurity & controls
Dashboarding & visualization
Data governance & quality
ETL/pipelines
Predictive modeling basics
Privacy/compliance basics
SQL/data querying
13
In your current role, which of the following do you consider a strength?Customer Service
Please Select
Please Select
Billing & receivables
Knowledge base & training
Platform/tool administration
Policy issuance & endorsements
Lean process improvement
Quality assurance & audits
Service metrics & SLAs
Workflow design & SOPs
14
In your current role, which of the following do you consider a strength?Data & Analytics
Please Select
Please Select
Automation/AI enablement
Cybersecurity & controls
Dashboarding & visualization
Data governance & quality
ETL/pipelines
Predictive modeling basics
Privacy/compliance basics
SQL/data querying
15
In your current role, which of the following do you consider a strength?Finance
Please Select
Please Select
Budgeting/forecasting
Capital & solvency concepts
Financial analysis & KPI
GAAP/financial reporting
Internal controls/sox
Premium auditing workflow
Reinsurance accounting
Statutory accounting (SAP)
16
In your current role, which of the following do you consider a strength?IT & Engineering
Please Select
Please Select
Automation/AI enablement
Cybersecurity & controls
Dashboarding & visualization
Data governance & quality
ETL/pipelines
Predictive modeling basics
Privacy/compliance basics
SQL/data querying
17
In your current role, which of the following do you consider a strength?Legal
Please Select
Please Select
Business continuity & resilience
Captives/alternative risk financing
Claims/loss analytics
Contract review & T&C risk
Enterprise risk management (ERM)
Hazard/risk assessments & controls
Safety & loss control programs
Vendor & stakeholder management
18
In your current role, which of the following do you consider a strength?Operations & Administration
Please Select
Please Select
Billing & receivables
Knowledge base & training
Lean process improvement
Platform/tool administration
Policy issuance & endorsements
Quality assurance & audits
Service metrics & SLAs
Workflow design & SOPs
19
In your current role, which of the following do you consider a strength?Risk & Safety
Please Select
Please Select
Business continuity & resilience
Captives/alternative risk financing
Claims/loss analytics
Contract review & T&C risk
Enterprise risk management (ERM)
Hazard/risk assessments & controls
Safety & loss control programs
Vendor & stakeholder management
20
In your current role, which of the following do you consider a strength?Underwriting
Please Select
Please Select
Account triage & underwriting workflow
Broker/agent negotiation
Coverage analysis & forms
Industry specialization (e.g., construction)
Portfolio management basics
Pricing & rating concepts
Regulatory/compliance awareness
Risk selection & appetite alignment
21
Which one of the following professional skills are you looking to develop or improve?Accounting
Please Select
Please Select
Budgeting/forecasting
Capital & solvency concepts
Financial analysis & KPI
GAAP/financial reporting
Internal controls/sox
Premium auditing workflow
Reinsurance accounting
Statutory accounting (SAP)
22
Which one of the following professional skills are you looking to develop or improve?Agent/Broker/Sales
Please Select
Please Select
Carrier submissions & marketing
Client service & stewardship
CRM discipline & activity management
Cross sell & upsell
E&O risk controls
Needs analysis & coverage design
Prospecting & Pipeline Management
Renewal strategy & customer retention
Commercial lines expertise
Understanding regulatory compliance
Personal lines expertise
23
Which one of the following professional skills are you looking to develop or improve?Claims
Please Select
Please Select
Claim investigation & statements
Coverage determination
Customer communication & empathy
Litigation management
Negotiation & settlement
Reserving fundamentals
SIU/fraud awareness
Subrogation & recovery
24
Which one of the following professional skills are you looking to develop or improve?Cybersecurity
Please Select
Please Select
Automation/AI enablement
Cybersecurity & controls
Dashboarding & visualization
Data governance & quality
ETL/pipelines
Predictive modeling basics
Privacy/compliance basics
SQL/data querying
25
Which one of the following professional skills are you looking to develop or improve?Customer Service
Please Select
Please Select
Billing & receivables
Knowledge base & training
Platform/tool administration
Policy issuance & endorsements
Lean process improvement
Quality assurance & audits
Service metrics & SLAs
Workflow design & SOPs
26
Which one of the following professional skills are you looking to develop or improve?Data & Analytics
Please Select
Please Select
Automation/AI enablement
Cybersecurity & controls
Dashboarding & visualization
Data governance & quality
ETL/pipelines
Predictive modeling basics
Privacy/compliance basics
SQL/data querying
27
Which one of the following professional skills are you looking to develop or improve?Finance
Please Select
Please Select
Budgeting/forecasting
Capital & solvency concepts
Financial analysis & KPI
GAAP/financial reporting
Internal controls/sox
Premium auditing workflow
Reinsurance accounting
Statutory accounting (SAP)
28
Which one of the following professional skills are you looking to develop or improve?IT & Engineering
Please Select
Please Select
Automation/AI enablement
Cybersecurity & controls
Dashboarding & visualization
Data governance & quality
ETL/pipelines
Predictive modeling basics
Privacy/compliance basics
SQL/data querying
29
Which one of the following professional skills are you looking to develop or improve?Legal
Please Select
Please Select
Business continuity & resilience
Captives/alternative risk financing
Claims/loss analytics
Contract review & T&C risk
Enterprise risk management (ERM)
Hazard/risk assessments & controls
Safety & loss control programs
Vendor & stakeholder management
30
Which one of the following professional skills are you looking to develop or improve?Operations & Administration
Please Select
Please Select
Billing & receivables
Knowledge base & training
Lean process improvement
Platform/tool administration
Policy issuance & endorsements
Quality assurance & audits
Service metrics & SLAs
Workflow design & SOPs
31
Which one of the following professional skills are you looking to develop or improve?Risk & Safety
Please Select
Please Select
Business continuity & resilience
Captives/alternative risk financing
Claims/loss analytics
Contract review & T&C risk
Enterprise risk management (ERM)
Hazard/risk assessments & controls
Safety & loss control programs
Vendor & stakeholder management
32
Which one of the following professional skills are you looking to develop or improve?Underwriting
Please Select
Please Select
Account triage & underwriting workflow
Broker/agent negotiation
Coverage analysis & forms
Industry specialization (e.g., construction)
Portfolio management basics
Pricing & rating concepts
Regulatory/compliance awareness
Risk selection & appetite alignment
33
What is your primary career goal?
Please Select
Please Select
Advance into leadership or a position of greater responsibility
Become more analytics/cyber-savvy
Broaden to an enterprise-wide perspective
Deepen technical expertise in my current specialty
Earn a respected credential to boost credibility
Improve performance in my current role
Increase client-facing/sales impact
Transition to a new career path
Should be Empty: