Accredited Advisor in Insurance (AAI) |
The Accredited Advisor in Insurance (AAI) program gives you the tools you need to establish a clear professional advantage in the marketplace and fulfill your commitment to customer service. In today’s increasingly complex property-casualty insurance marketplace, only producers with in-depth insurance knowledge and strong focus on customer service have a competitive edge.
AAI program focus on three major areas:
The
AAI program is recommended for both new and experienced producers, experienced
CSR’s, account executives, supervisors of producers, insurance company field
representatives, and agency managers and principals.
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Benefits of AAI
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To earn the AAI designation:You must complete the following 10 courses: AAI 81A - Principles of Insurance
AAI 81B - Personal Insurance
AAI 81C - Commercial Property Insurance
AAI 82A - Commercial Liability Insurance
AAI 82B - Other Commercial Insurance
AAI 82C - Specialized Insurance & Bonds
AAI 83A - Principles of Agency Management
AAI 83B - The Insurance Production Environment AAI 83C - Agency Management Tools & Processes Ethics 311 - Ethical Guidelines for Insurance Professionals OR Ethics 312 - Ethics and the CPCU Code of Professional Conduct **It is recommended that you take AAI 81 before AAI 82 or AAI 83. AAI 82 and AAI 83 can be taken in any order. | Quick Facts:
Waivers:
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AAI 81 - Foundation of Insurance Production |
Segment A: Principles of Insurance An overview of the Insurance Business, Insurance & the Legal System, Risk
Management and the Producer, Insurance Sales and Acct Development | Segment B: Personal Insurance Homeowners Insurance, Personal Auto Insurance, Other Personal Insurance and Personal Financial Planning | Segment C:
Commercial Property Insurance Commercial Property Insurance, Business Income and Extra Expense Insurance, and Commercial Inland and Ocean Marine Insurance |
AAI 82 - Multiple-Lines Insurance Production |
Segment A: Commercial Liability Insurance Commercial General Liability Insurance, Products-Completed Operations Coverage, Professional Liability, Commercial Auto Insurance, and Garage and Motor Carrier Insurance | Segment B:
Other Commercial Insurance Commercial Crime Insurance, Business-owners Insurance, Other Commercial Coverages, and Workers’ Compensation & Employers’ Liability Insurance | Segment C:
Specialized Insurance & Bonds Specialty Insurance, Commercial Excess and Umbrella Liability Insurance and Surety Bonds |
AAI 83 - Agency Operations & Sales Management |
Segment A: Principles of Agency Management Agency Formation and Environment, Organizational Management, Agency Sales Management, and Personal Production Plans | Segment B: Insurance Production Environment Producer-Insurer Relations, Public Image of the Agency, Agency Growth and Customer Communications, and Market Segmentation and Target Marketing | Segment C: Agency Management Tools & Process Managing Agency Information Technology, Agency Customer Service Managment, and Agency Financial Management |
Ethical Guidelines for Insurance Professionals |
Ethics 311: Ethical Behavior, Professionalism, Insurance Professionals and High Ethical Standards, Ethical Responsibility to Groups, Ethical Dilemmas, Ethical Theories and Decisions-Making Tools, Barriers to Ethical Decision Making, and Ethical Guidelines **Online Course** | Ethics 311 must be taken online at www.TheInstitutes.org. There is no charge for the course. If you would like CE's there will be a $5 charge. |
Course FeesMembers: $175 (per segment) Non-members: $250 (per segment) | AAI PackagesAAI 81 (Segments A, B & C) Members: $400 / Nonmembers$600 AAI 82 (Segments A, B & C) Members: $400 / Nonmembers$600 AAI 83 (Segments A, B & C) Members: $400 / Nonmembers$600 Register Online & Pay By Credit Card Download Registration Form & Mail Payment |