Corporate Discounts & Billing Accounts

Modified on Wed, 3 Jun at 10:16 AM

If your employer sponsors your designation program, you can use a Corporate Account, tuition reimbursement letter, or letter of credit to pay. Here’s how it works.

Corporate Account

If your company has a Corporate Account with The Institutes, you can charge course materials and exam registrations directly to your employer.

How to Use Your Corporate Account at Checkout

Important: The Institutes cannot confirm whether your employer covers your specific designation or course. Check with your HR or training department to verify coverage before ordering.

  1. Log in to your account at TheInstitutes.org.
  2. Select the exam or course you want to purchase.
  3. At checkout under Select Payment Method, choose Corporate Account.
  4. Enter your company’s Account Number — ask your manager or HR if you don’t have it. You may also enter a PO Number and Invoice Email Address if required by your employer.
  5. Click Continue to Review Order and complete checkout.

Direct Pay – Sponsorship Letters and Letters of Credit

Important: Tuition reimbursement letters must be dated for the current processing month. A letter dated in a previous month cannot be used — you’ll need to request an updated letter from your employer. A new letter is required for each order, including exam retakes. Allow 3–5 business days for processing after submission.

Applicable for USAA via Guild, GEICO via EdAssist, and other employer partners. If your employer provides direct payment through a sponsorship letter or letter of credit, you’ll need to submit it to The Institutes for processing.

How to Submit

  1. Obtain your sponsorship letter or letter of credit from your employer.
  2. Verify the letter is dated for the current month.
  3. Submit the letter through the appropriate channel:
    • Guild/USAA: Use the course request form on TheInstitutes.org
    • Other employers: Email the letter to Customer Success
  4. Wait for confirmation before accessing your course materials.

Employer-Specific Portals

Some employers (such as State Farm, GEICO, and JPMorgan) have their own ordering portals. If your employer has a dedicated portal, you must order through it — not directly on TheInstitutes.org.

Check with your HR or training department for your company’s specific ordering process.

Available Discounts

Discount Applies To How to Access
Corporate Account Courses & exams Select “Corporate Account” at checkout, enter Account Number
CPCU Society member Select courses Verified through membership
Military Exam fees Contact Customer Success with documentation

Note: Discount eligibility and scope varies by type — contact Customer Success to confirm what applies to your situation before purchasing.

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