Ordering for Your Team (Key Person / Bulk Orders)

If you’re ordering courses or exams for multiple employees, you can use a bulk order form or your corporate billing account. Here’s how to get started.

Before You Start

• Each employee must have an Institutes account before they can be enrolled. Have employees create accounts first at TheInstitutes.org.
• Know which courses and exams you need for each employee — these are separate purchases.
• Have your corporate billing account number ready (get this from your account manager).

How to Submit a Bulk Order

1. Download the Online Self-Study Order Form from your account manager or Customer Success.
2. Fill in employee names, courses, package options, and exam windows. Note that the Recommended Package is online-only — if employees need printed books, select the Comprehensive Package (available for CPCU, ARM, AU, and AFSB only).
3. Submit the completed form to your assigned account manager or email it to Customer Success.
4. You’ll receive a confirmation once the order has been processed.

How to Order Individual Enrollments

If you’re ordering for just one or two employees using a corporate billing account:

1. Log in to your account at TheInstitutes.org.
2. Select the course or exam to purchase.
3. At checkout, choose Corporate Billing and enter your billing account number.
4. Complete the order.

Key Person Access

A Key Person is an authorized company representative who can view employees’ grades, exam registrations, and progress through The Institutes’ reporting tools.

How to Request Key Person Access

1. Obtain a signed letter on company letterhead from your HR/Training manager or upper management.
2. The letter should request Key Person access and be signed by the authorizing manager.
3. Email the letter to your assigned account manager or Customer Success.