Tag Archives: insurance – study and teaching

Records of the Insurance Institute of America and the American Institute for Property and Liability Underwriters, 1910-2000

Finding Aid (PDF)

The Insurance Institute of America (IIA), founded in 1909, is a nonprofit organization offering educational programs and professional certification to people in the property and liability insurance business. They offer programs in both general education in insurance principles and specialized education in fields such as underwriting, claims, risk management, and reinsurance.

The American Institute for Property and Liability Underwriters (AIPLU) was founded in 1942 by S. S. Huebner and the Wharton School of the University of Pennsylvania. It is an “independent nonprofit organization providing educational programs and professional certification to people engaged in the property and casualty insurance industry.” The AIPLU also founded the CPCU designation in 1942.

Dr. Harry J. Loman, a chief executive officer of the AIPLU, helped promote awareness, acceptance, and respect for the CPCU examinations and designation. He was part of the formation of the Society of Chartered Property and Casualty Underwriters (CPCU Society) in 1944, for members who have gained the CPCU accreditation. It has local chapters across the United States organized by regions The Harry J. Loman Foundation was formed by the CPCU Society in 1961.

The IIA combined operations with the AIPLU in 1953. They still maintain their separate identities while combining operations and coordinating their educational offerings. The name of the AIPLU was changed in 1992 to the American Institute for Chartered Property Casualty Underwriters (AICPCU). Harry J. Loman was also the first dean, and later, the president, of the AICPCU. The AICPCU and IIA were rebranded as The Institutes in 2009.

This collection consists of the records of two organizations, the IIA and the AIPLU. The majority of documents in the collection were created before these organizations changed names. In addition, the collection contains documentation on the CPCU Society and Harry J. Loman Foundation.

Most of the records were part of the files of Edward R. Hardy, founding member, as well as secretary and treasurer of the IIA, and Arthur C. Goerlich, trustee and secretary of the AIPLU. Hardy and Goerlich were based at the Insurance Society of New York, and housed their files at the library there. Other documents were gathered by the Insurance Society’s librarians and added to the vertical file collection over many years. All of the documentation on these related organizations was combined into one collection.

Finding Aid (PDF)

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Records of the Insurance Company Education Directors Society, Society of Insurance Trainers and Educators, 1947-2004

The Insurance Company Education Directors Society (ICEDS) was organized in 1947 for the purpose of training its members through programs, networking, and services and to benefit the insurance industry as a whole by meeting annually to discuss ideas related to insurance education. ICEDS held its first, formal conference on June 24, 1948 in New York City. The society’s activities included annual meetings, conferences, and trainings. ICEDS changed its name in 1986 to the Society of Insurance Trainers and Educators (SITE).

These records document the activities of the Insurance Company Education Directors Society / Society of Insurance Trainers and Educators from 1947 through 2004. The records include, but are not limited to, correspondence between the initial founders of the organization, proceedings of annual meetings, minutes, publications, membership directories, lists and rosters, procedures manuals, event files, and photographs. The records also include articles, correspondence, brochures, letterheads and promotional materials.

Finding Aid (PDF)

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Memorabilia and Artifacts of the College of Insurance/School of Risk Management

The Davis Library’s collection of memorabilia and artifacts of the College of Insurance/School of Risk Management is now available to view on our digital collections site!

A. Leslie Leonard Collection, 1948-1984

Leslie Leonard (1914-2011) was the first president of The College of Insurance from the College’s inception in 1962 until his retirement in 1984. This collection contains materials about and by Dr. A. Leslie Leonard, and his career as the first president of The College of Insurance, including biographical information, photographs, articles both by and about Leonard, and transcripts of speeches he gave at numerous conferences and awards dinners. This collection also contains a bound copy of his Ed.D. dissertation on the founding of The College of Insurance.

Finding Aid for Leonard Collection (PDF)

Arthur Cyrus Goerlich Papers, 1915-1975

Arthur Cyrus Goerlich was born in Manhattan in 1894. Goerlich graduated from Columbia University in 1916. His professional career began in 1917 as an assistant educational director for the Bronx Y.M.C.A. Goerlich served as dean of the Insurance Society of New York’s School of Insurance and later founded the College of Insurance and. In 1964, Goerlich retired after a career of nearly fifty years in insurance education. He died in 1975.

This collection contains materials from Goerlich’s life and career as an educator of insurance students. The collection includes personal correspondence, correspondence of the Insurance Society of New York, photographs, press clippings, and academic papers.

Finding Aid for the Goerlich Papers (PDF)