
Inspired by your advancement
After proven success of the educational opportunities, professional development and leadership courses with over 2000 employees of H.W. Kaufman Group, we’re now able to share Kaufman Institute with all insurance professionals.
Championed by Chairman, CEO & President of H.W. Kaufman Group, Alan Jay Kaufman, Kaufman Institute was created to develop the best and brightest in the insurance industry.

Architected by Dr. Renée S. Lerche, who received her degree from the Harvard Graduate School of Education, and is a globally recognized leader in adult learning and talent development, Kaufman Institute is now a one-stop-shop for insurance professionals to achieve their personal and professional goals.


Devoted to the advancement of our employees
2018 atd best award winner
Kaufman Institute and H.W. Kaufman Group were recognized globally by the Association for Talent Development for their innovative and comprehensive approach to learning and talent that impacts the bottom line – profitability and growth.
our proud partners
From discounted services to a variety of courses and webinars, we’ve partnered with these educational experts to give you the best learning experience.




The Kaufman Institute Team

Dr. Renée S. Lerche
President of Kaufman Institute
Corporate Senior VP, H.W. Kaufman Group
Was the Director of Global Workforce Development at Ford, a recipient of the Excellence Award from the National Education Institute, and an advisor to the National Science Foundation and Education Testing Service, among others.

Alan Jay Kaufman
Chairman, CEO & President, H.W. Kaufman Group
As a highly respected entrepreneur, Alan Jay Kaufman has won multiple insurance awards including Top 25 Living Legends of Insurance. He is a dedicated supporter of insurance education and is the founder of Kaufman Institute.

Suzie Mitchell
Vice President
Suzie Mitchell's background of 30 years in communication, business development and operations management has helped her become instrumental in the creation and execution of Kaufman Institute.

Ari Grief
Director, Digital Branding
As an award-winning marketer and video producer, Ari Grief provides strategic direction and tactical planning of high-level marketing initiatives serving to elevate Kaufman Institute's digital brand.

Dr. Margareth Walsh Bastos
Sr. Learning & Development Consultant
Dr. Margareth Walsh Bastos uses her background in human resources to help develop Kaufman Institute into a talent development service that is user friendly for every insurance professional.
Contact Us
Do you have any questions about our insurance training courses? Feel free to message us and we'll get back to you within 1 business day.