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NEW! Accredited Adviser in Insurance—Management (AAI-M™)
Establish a clear professional advantage in the marketplace and fulfill your commitment to customer service with the Accredited Adviser in Insurance program. In today's increasingly complex property-casualty insurance marketplace, only producers with in-depth insurance knowledge and a strong focus on customer service have a competitive edge. AAI gives you the professional education you need.
With in-depth insurance product knowledge and a strong focus on customer service skills, AAI is the premier designation for all agency professionals.
This Program Is Recommended For
• Agents
• Brokers
• Agency Principals
• Producers
• Account Managers
• Customer Service Representatives
Course Levels
• Intermediate
• Advanced
Completion Time Frame
Complete the program in as little as 9-15 months.
Course Requirements
• Three foundation courses
• Complete Ethics 311 or 312
Course Sequence
You can take courses in any sequence according to your background, needs, and interests.
Program Requirements
Education
In order to satisfy the Accredited Adviser in Insurance (AAI) education requirements, you must pass in any order the following courses. You can also earn the Accredited Adviser in Insurance - Management (AAI-M) by completing the AAI designation program plus one additional course.
Foundation Courses
Learn about various insurance products and services.
Topics Covered
AAI 81 Segment A Topics:
• The insurance business—an overview
• Insurance and the legal system
• Risk management and the producer
• Insurance sales and account development
AAI 81 Segment B Topics:
• Homeowners insurance
• Personal automobile insurance
• Other personal insurance
• Personal financial planning
AAI 81 Segment C Topics:
• Commercial property insurance Part I and Part II
• Business income and extra expense insurance
• Commercial inland and ocean marine insurance
Course Level
Intermediate
Suggested Self-Study Time
5-7 weeks
Price: $ 490.00
Understand a wide range of coverage forms.
Topics Covered
AAI 82 Segment A Topics:
• Commercial general liability insurance Part I and Part II
• Commercial automobile insurance
• Garage and motor carrier insurance
AAI 82 Segment B Topics:
• Commercial crime insurance
• Businessowners insurance
• Other commercial coverages
• Workers compensation and employers liability insurance
AAI 82 Segment C Topics:
• Specialty insurance
• Commercial excess and umbrella liability insurance
• Surety bonds
Course Level
Intermediate
Suggested Self-Study Time
5-7 weeks
Price: $ 490.00
Learn how to build strong customer relationships.
Topics
AAI 83 Segment A Topics:
• Agency formation and environment
• Organizational management
• Agency sales management
• Personal production plans
AAI 83 Segment B Topics:
• Producer-insurer relations
• Public image of the insurance agency
• Agency growth and customer communications
• Market segmentation and target marketing
AAI 83 Segment C Topics:
• Managing agency information technology
• Agency customer service management
• Agency financial management
Course Level
Intermediate
Suggested Self-Study Time
5-7 weeks
Price: $ 465.00
AAI-M Course
Learn new leadership skills that will help align your agency's operations with its organizational goals.
This course is not a requirement of the AAI designation. If you are an AAI designee and pass AAI 87, you earn the AAI-M designation.
Topics Covered
• The aligned organization
• Cultivating organizational alignment
• Employee development
• Managing across organizational boundaries
• Creating competitive advantage
• Strategic agency management
• Relationship management
• Business continuity planning
Course Level
Advanced
Suggested Self-Study Time
5-7 weeks
Price: $ 385.00
Ethics
To satisfy the Ethics requirement, you must pass one of the following free, 50-question online exams:
• Ethics 311 Ethical Guidelines for Insurance Professionals
• Ethics 312 Ethics and the CPCU Code of Professional Conduct
