Continuing Education for Insurance Professionals
State-approved CE courses designed for real-world insurance practice.
Ethics, compliance, risk management, fraud prevention, and line-specific regulatory standards, built for how insurance is practiced today.
Approved in:
Maryland • Ohio • Virginia • Pennsylvania
North Carolina — Pending Approval
Select your state to view approved courses, credit categories, and enrollment options.
Self-paced. Fully documented. Audit-ready.
Continuing education built for licensed professionals who need more than generic video content—real structure, clear documentation, and compliance-ready records.
Perez Insurance Institute is a registered trade name of Dr. Sherry Perez, LLC.
Built for Licensed Insurance Professionals
Courses designed for the way you actually work.
Our continuing education is built around active insurance practice—not just textbook theory, so each credit hour supports your daily work and compliance responsibilities.
Self-paced. Fully documented. Audit-ready.
- Property & Casualty Producers
- Life Insurance Producers
- Health Insurance Producers
- Title Insurance Professionals
- Agency Owners & Compliance Officers
What Makes Perez Insurance Institute Different
We do not produce generic video CE.
Courses are built to meet regulatory standards while staying deeply practical for everyday agency and carrier operations.
- Structured learning objectives
- Clearly defined credit hours
- Knowledge checks and a final exam
- State-specific documentation
- Immediate certificate issuance upon completion
Every course is mapped to state standards, with documentation designed to stand up to carrier, agency, or regulatory review.
Choose Your State
State-approved continuing education built for compliance and practice.
Select your state to view currently approved courses, credit categories, and enrollment details.
Maryland Continuing Education
Approved by the Maryland Insurance Administration. View all currently approved Maryland CE courses and credit categories.
Ohio Continuing Education
Approved by the Ohio Department of Insurance. Includes ethics and general credit hours aligned with renewal requirements.
Virginia Continuing Education
Approved by the Virginia Bureau of Insurance. Courses designed for practical compliance and documentation standards.
Pennsylvania Continuing Education
Approved provider in Pennsylvania. Courses categorized according to state CE requirements.
North Carolina – Pending Approval
Perez Insurance Institute has submitted provider documentation and course applications. Courses will be available upon approval.
Join the North Carolina waitlist to be notified as soon as courses go live.
Course Categories
Curriculum built around ethics, compliance, and real risk.
Our curriculum includes topics that agencies, carriers, and regulators care about most.
Ethics & Professional Responsibility
Ethical standards, fiduciary obligations, and regulatory compliance expectations for licensed producers.
Risk Management & Compliance
Internal controls, documentation standards, and regulatory oversight for agencies and carriers.
Fraud Prevention & Consumer Protection
Red flag identification, financial crime prevention, and cyber risk awareness across lines of business.
Life Insurance Regulatory Standards
Suitability, replacement requirements, disclosure, and consumer protections for life insurance sales.
Title & Transactional Risk
Insurability analysis, defect identification, and underwriting considerations in real estate transactions.
Additional Line-Specific Topics
Courses aligned with state-approved categories for property, casualty, life, health, and title professionals.
For Agencies & Teams
CE that supports agency operations and compliance.
We support agency-level enrollment, centralized documentation, and training pathways that align with your onboarding and supervisory procedures.
- Agency-level enrollment
- Volume pricing
- Completion tracking
- Certificate documentation
- Onboarding training pathways
Custom documentation packages are available for agency compliance audits.
“Perez Insurance Institute provided exactly the documentation our compliance department needed, course outlines, credit allocations, and completion records. The courses were clear, relevant, and easy for our producers to complete on schedule.”
Agency Operations Leader • Multi-state P&C Agency
Compliance & Reporting
Documentation aligned with state reporting requirements.
Perez Insurance Institute maintains complete course completion records and can provide documentation for regulatory review when required.
Reporting procedures vary by state and are handled in accordance with state requirements.
Certificates include:
- Course title
- Credit hours
- State approval information
- Completion date
- Provider identification
About Perez Insurance Institute
Continuing education built by experienced insurance professionals.
Perez Insurance Institute is a continuing education provider serving licensed insurance professionals across multiple states.
Our courses are developed by practitioners with backgrounds in underwriting, compliance, agency operations, and regulatory oversight. Each course is designed to be both technically accurate and operationally useful.
Perez Insurance Institute is a registered trade name of Dr. Sherry Perez, LLC.
Frequently Asked Questions
Answers to common questions about CE requirements.
Select your state for specific renewal requirements. The answers below apply broadly across our current programs.
How many CE hours do I need?
Requirements vary by state, license type, and sometimes by line of authority. Visit the page for your specific state to view current renewal hour requirements and how our courses map to them.
Are courses self-paced?
Yes. Courses are generally available on demand. You can start, pause, and resume within the parameters allowed by each state’s CE rules.
When do I receive my certificate?
Certificates are issued immediately upon successful course completion and passing any required exams or knowledge checks.
Do you report credits to the state?
Reporting procedures vary by state. Where state reporting is required, Perez Insurance Institute submits completion data in accordance with state timelines and processes.
Can agencies get consolidated documentation?
Yes. For agency and group enrollments, we can provide consolidated reporting and documentation packages to support your internal compliance reviews and audits.
Keep Your License Active. Stay Compliant.
Select your state to view approved courses, confirm credit categories, and enroll today.
Perez Insurance Institute
State-approved continuing education built by real-world insurance professionals, focused on ethics, compliance, and practical risk management.
© 2026 Perez Insurance Institute is a registered trade name of Dr. Sherry Perez, LLC, an approved Continuing Education Provider. All rights reserved.
States
Maryland
Ohio
Virginia
Pennsylvania
North Carolina — Pending
Contact
Email: [email protected]
Location: Serving licensed professionals across multiple states.
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