Risk & Insurance Education Alliance

What Risk & Insurance Education Alliance does

Risk & Insurance Education Alliance is a 50-plus-year-old, privately held, Austin, Texas-based non-profit professional education organization serving the insurance and risk management industry. Originally founded in 1969/1970 as The Society of Certified Insurance Counselors and later operating as The National Alliance for Insurance Education & Research, it rebranded in June 2024 to reflect an expanded mission beyond traditional insurance education into broader risk management professional development. The organization issues six professional designations (CIC, CRM, CISR, CIRP, CPRM, CSRM), a RiskPRO micro-credential certification series spanning vertical specializations (Contractors, Restaurant, Workers' Compensation, Cyber Risk, Environmental), and continuing education (CE) credits approved across multiple U.S. states and as a NASBA-approved CPE sponsor.

The platform is built around a proprietary learning management system (pro.scic.com) supporting self-paced online courses, instructor-led webinars, in-person classroom programs, advanced MEGA seminars, and the Ruble Graduate Seminars. The product stack includes AlliBot, an AI-powered learning assistant now at version 3.0 (June 2025) that provides AI-driven policy comparison, document analysis, and personalized learning path recommendations; a PROfile account system that tracks learner progress and CE compliance; and a virtual reality training module for disaster preparedness. Pricing is structured across tiered subscriptions (Advanced at $839.88/year, Intermediate, Essential, AlliBot, plus the new CIRP at $330/12-month) and individual course enrollments ($445).

Revenue is generated through individual course fees, annual subscription memberships, corporate education solutions, and CE services for state-licensed insurance professionals. The customer base spans individual practitioners across the U.S. insurance industry plus enterprise relationships with major brokerages (Arthur J. Gallagher, WTW, Hub International, Aon, USI), academic partnerships (FSU College of Business), and workforce development coalitions (Emerging Talent Partners Program). The organization is led by CEO & President William J. Hold and CMO Mitch Dunford, with no disclosed parent company or external funding.

Name

Risk & Insurance Education Alliance

Legal name

The Society of Certified Insurance Counselors

Website

https://riskeducation.org

Company type

Private

Founded year

1970

Operating status

Operating

Headcount range

101–250 employees

Short description

Risk & Insurance Education Alliance is a 50-plus-year-old non-profit that issues six professional designations (CIC, CRM, CISR, CIRP, CPRM, CSRM) and continuing education courses for U.S. insurance and risk management professionals, delivered via self-paced, webinar, classroom, and AI-assisted (AlliBot) formats.

Ownership category

akta.pro rank

Product category

Professional Education and Certification

NAICS

Educational Support Services (611710), All Other Schools and Instruction (61169)

SIC

Services-Educational Services (8200)

akta.pro primary industry

Insurance (EDABALAQ)

akta.pro secondary industries

Finance, Accounting & Risk (CFA/CPA/FRM) Certifications (EDAAANAD), Risk Management (Enterprise, Operational, Model) (EDABAJAF), Financial Services & Insurance (FINRA, CFP, IAR, Insurance CE) (EDAAALAJ), Insurance (EDAAAPAH)

Keywords

• Insurance professional education
• Risk management training
• Continuing education credits
• Professional designations
• Insurance certifications

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Individual Course Enrollment: One-time fees for specific courses such as CRM Control of Risk at $445 per course. These are purchased individually without subscription commitment.
2. Advanced Subscription Membership: Annual subscription at $839.88 providing unlimited access to all Alliance courses and programs including self-paced content and instructor-led webinars. Subscription tiers include Advanced, Intermediate, Essential, and Allibot options with varying levels of access.
3. CIRP Designation Program: New Certified Insurance and Risk Professional (CIRP) designation targeting new producers, priced at $330 for a 12-month subscription.
4. Corporate Education Solutions: Customized business-aligned insurance education for organizations, providing tailored learning programs for workforce development and leadership capability building.
5. CE Services: Comprehensive continuing education services including state-reported CE credit across multiple U.S. states, CE processing, and compliance tracking for insurance professionals.

Pricing tiers

Go-to-market motion4 records

Distribution channels6 records

Marketing channels10 records

Core offering

Risk & Insurance Education Alliance is a non-profit professional education organization that delivers insurance and risk management designations (CIC, CRM, CISR, CIRP, CPRM, CSRM) and specialized micro-credentials (RiskPRO). It offers courses through self-paced online, instructor-led webinars, and in-person classroom formats, supported by an AI-powered learning assistant called AlliBot, an annual Advanced Subscription, and corporate education solutions for enterprises.

Product overview

Risk & Insurance Education Alliance is a professional education organization offering a multi-product portfolio centered on insurance and risk management credentials. The core offerings include six professional designation programs (CIC, CRM, CISR, CIRP, CPRM, CSRM) and a RiskPRO micro-credential certification series covering specialized areas like Contractors, Restaurant, Workers' Compensation, and Cyber Risk. Education is delivered through multiple formats: self-paced online courses, instructor-led webinars, in-person classroom programs, and advanced MEGA seminars. The Alliance has introduced AI-powered learning through AlliBot, which provides policy comparison and document analysis capabilities. Subscription products (Advanced Online Subscription at $839.88/year) provide comprehensive access to all courses and programs. The organization also operates workforce development initiatives including the CISR High School Virtual Academy and University Associate Program, as well as corporate education solutions for enterprise clients.

Differentiator

Problem solved

Functional benefit

Products and services

• CIC (Certified Insurance Counselor) Designation Professional designation program for insurance counselors covering commercial and personal coverages, enabling design of comprehensive insurance solutions.
• CRM (Certified Risk Manager) Designation Advanced professional designation covering skills to identify, assess, and manage risk with a strategic, proactive approach.
• CISR (Certified Insurance Service Representative) Designation Professional designation for account managers and customer service representatives focused on coverage analysis and daily account-management tasks.
• CIRP (Certified Insurance & Risk Professional) Designation Designation program elevating ability to identify, analyze, and mitigate complex commercial risks, targeted at new insurance producers.
• CPRM (Certified Personal Risk Manager) Designation Professional designation for serving high-net-worth clients with advanced knowledge of complex personal risk and coverage strategies.
• CSRM (Certified School Risk Manager) Designation Specialized training program for managing unique risks facing educational institutions with school-focused exposures.
• RiskPRO Certification Series Micro-credential certification series covering specialized risk management areas including Contractors, Restaurant, Workers' Compensation, and Cyber Risk.
• James K. Ruble Online MEGA Seminar Year-long online distance-learning option combining live instructor-led webinar sessions with four-hour topic modules for designation holders.
• On-Demand MEGA Seminar On-demand access to MEGA seminar content for flexible learning outside of live sessions.
• Ruble Graduate Seminars Advanced graduate-level seminars under the James K. Ruble MEGA seminar program for experienced professionals.
• Dynamics Series Sales and service professional development programs including producer coaching for experienced insurance producers.
• AlliBot AI Assistant AI-powered learning assistant providing policy comparison, document analysis, and knowledge retrieval for risk and insurance professionals.
• Advanced Online Subscription Annual subscription package covering all Alliance courses and programs with unlimited access and instant course access, priced at $839.88 annually.
• CISR High School Virtual Academy Six-week virtual program for high school students to begin earning CISR designation credentials before graduation.
• University Associate Program University partnership program providing insurance education at the collegiate level.
• Corporate Education Solutions Customized business-aligned insurance education programs for organizations to develop leadership capability and build resilience.
• CE Services Comprehensive continuing education services including state-reported CE credit across multiple U.S. states, CE processing, and compliance tracking for insurance professionals.
• Environmental Strategist Certification Certification program teaching professionals to advise clients on managing and transferring environmental exposures in a growing market.

Quantifiable outcome

• 77% reduction in violations with continuous telematics monitoring
• +3 more outcomes

Named customers7 records

Segments6 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

AI capability4 records

Feature4 records

Partnerships

Nine partnerships are on record, tiered core, regional and minor.

• SambaSafetycoreStrategic or Co-development Partner · 26 January 2026Joint research partnership with SambaSafety resulting in the 2025 Telematics Report. The research shows 87% of fleets utilize telematics, 60% of insurers incorporate it in risk control, and fleets can reduce violations by 77% with continuous monitoring. The report addresses commercial auto insurance losses of $4.9 billion in 2024.
• InsHER PodcastcoreGTM or Marketing Partner · 12 January 2026The Risk & Insurance Education Alliance became the first official sponsor of the InsHER Podcast, a series dedicated to celebrating and elevating women in the insurance industry. Hosted by Megan Bell, the podcast features conversations with women sharing their stories, insights, and advice to foster community and promote leadership. The partnership aims to inspire the next generation of women leaders in the insurance sector.
• Elite Training and ConsultingcoreStrategic or Co-development Partner · 8 December 2025Partnership with Elite Training and Consulting to develop next-generation insurance producers. This collaboration focuses on preparing emerging talent for careers in insurance through specialized training and development programs.
• KAIAcoreStrategic or Co-development Partner · 10 January 2025Expanded partnership with KAIA to offer comprehensive educational programs. This relationship enhances the Alliance's ability to serve the insurance industry through additional educational offerings and market reach.
• PIA of LouisianaregionalChannel Partner/ Reseller/ Distributor · 6 January 2025Partnership with the Professional Insurance Agents of Louisiana (PIA) to expand educational offerings in the Louisiana market. This channel partnership extends Alliance's reach to PIA members in the region.
• BrokerTech VenturescoreStrategic or Co-development Partner · 11 October 2024Partnership with BrokerTech Ventures to launch a new Insurtech Insurance Course. This collaboration brings technology-focused insurance education content developed jointly by Alliance experts and BrokerTech Ventures industry leadership.
• FSU College of Business / Dr. William T. HoldcoreStrategic or Co-development Partner · 14 March 202210-year partnership with Florida State University College of Business and Dr. William T. Hold resulting in the FSU risk management and insurance program ranking No. 1 nationally. This academic partnership has been celebrated for its sustained excellence and industry impact.
• Emerging Talent Partners ProgramcoreStrategic or Co-development PartnerCoalition of insurance agencies, carriers, and industry leaders committed to strengthening the future talent pipeline in risk management and insurance. Supports the CISR High School Virtual Academy at no cost to participants. Partners include various insurance organizations invested in industry workforce development.
• NFPminorStrategic or Co-development PartnerNFP participated in Alliance Insights episode on predicting and preventing crashes alongside SambaSafety, discussing fleet risk management and telematics integration for commercial insurance.

Scale indicators9 records

Recent moves6 records

Expansion highlights7 records

Direct peers

• WebCE: WebCE is one of the largest online continuing education platforms for insurance professionals, offering state-approved CE courses across all 50 states. They compete directly with the Alliance's CE Services and self-paced course offerings for insurance license renewal credits.
• The Institutes: The Institutes (formerly AICPCU/IIA) is the leading provider of professional insurance designations such as CPCU, ARM, and AINS. They are the closest direct competitor to the Alliance's CIC and CRM programs, serving the same insurance professional audience with similar designation-based credentials and continuing education.
• International Risk Management Institute (IRMI): IRMI is a leading provider of risk management and insurance reference materials, designations, and continuing education. Their CRM and CIC-related content directly competes with the Alliance's risk management designation portfolio, particularly serving risk managers and commercial insurance buyers.
• A.D. Banker & Company: A.D. Banker is a long-standing provider of insurance pre-licensing and continuing education, particularly strong in property & casualty and life & health lines. They compete with the Alliance in foundational insurance training and ongoing CE delivery.
• McKissock Learning: McKissock provides continuing education and professional development courses primarily for insurance, real estate, and appraisal professionals. Their self-paced CE model and state approval footprint directly overlap with the Alliance's CE Services for insurance license renewal.

Broad incumbents

• Lorman Education Services: Lorman is a broad professional continuing education provider covering business, legal, and insurance topics. They compete in the insurance CE space as part of a wider professional education catalog rather than as an insurance specialist.
• Kaplan Financial Education: Kaplan Financial is part of Kaplan's broader professional education portfolio, offering licensing prep and continuing education across financial services including insurance. As a broader incumbent, they compete on scale and brand recognition rather than insurance-specific depth.

Emerging players

• ExamFX: ExamFX is an online education platform best known for securities and insurance licensing exam preparation, with growing continuing education offerings. They overlap with the Alliance on insurance pre-licensing and CE but are stronger in the securities licensing segment.

Others

• Insurance Journal: Insurance Journal is the leading insurance industry trade publication, which increasingly offers educational webinars, training, and accreditation content to insurance professionals. They serve as an adjacent media-and-education platform targeting the same professional audience.
• Independent Insurance Agents of America (Big I): The Big I is the national trade association for independent insurance agents that provides its own educational offerings and certifications to members. They overlap with the Alliance's customer base but serve as an association rather than a pure-play education provider.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/natlallianceed
• YouTubeyoutube.com/user/tnaaustin
• Facebookfacebook.com/NatlAllianceEd
• LinkedInlinkedin.com/company/the-national-alliance-for-insurance-education-research
• Instagraminstagram.com/natlalliance

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Risk & Insurance Education Alliance