Continuing education designed for insurance professionals across
Title, Property & Casualty, and Life.
Perez Insurance Institute was created to deliver state-approved CE that reflects how insurance actually works in the field, not just in theory.
The institute was founded by Dr. Sherry Perez, an insurance professional with experience across multiple areas of the industry. She began her career as an agency owner in Property & Casualty and Life insurance with Allstate and State Farm, and later became a partner in a title insurance agency.
Most continuing education courses focus heavily on theory and miss the real situations agents deal with every day. That gap is exactly what Perez Insurance Institute was built to solve.
That experience is paired with instructional design to create practical, structured courses built for working professionals.
Courses focus on real-world situations insurance professionals encounter every day, including title examination issues, regulatory responsibilities, ethical decision-making, and risk management.
All courses are state-approved and designed to help insurance professionals meet licensing requirements while strengthening the knowledge they use to serve clients.
Our mission is to support insurance professionals by providing clear, practical continuing education that strengthens knowledge, promotes ethical practices, and helps protect the public.
We believe continuing education should do more than meet regulatory requirements. It should provide real value to the professionals who rely on it.
Focus on real-world insurance scenarios and case studies
Present complex topics in clear, structured lessons
Support ethical decision-making and regulatory compliance
Provide flexible self-paced learning for busy professionals
Deliver accurate, state-approved continuing education
Practical continuing education courses for Title, Property & Casualty, and Life insurance professionals.
Strengthening Title Examination and Closing Knowledge
Title professionals rely on accurate title searches and proper documentation. Our courses help producers identify title defects, understand encumbrances, and apply practical steps to clear title efficiently. Real case scenarios help reinforce how these issues appear in everyday title work.
Improving Risk Awareness and Claims Understanding
Property and Casualty producers regularly advise clients on coverage, risk exposure, and claims situations. Our courses help agents better understand coverage analysis, risk management, and common claims issues so they can guide clients with greater confidence.
Supporting Ethical Sales and Regulatory Compliance
Life insurance agents must navigate complex policies, regulatory requirements, and client financial needs. Our courses help professionals understand policy structures, compliance responsibilities, and ethical sales practices while strengthening their ability to serve clients responsibly.

Approved insurance courses designed to meet your state requirements.

Continuing Education for
Insurance Professionals
Office: 1 410-927-1845
Approved Continuing Education Provider
MD | VA | OH | PA | SC | ID
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