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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 technical aspects of the insurance business, including coverage and pricing
- The marketing of insurance products, including relationships with prospects, customers, and insurance companies
- The internal operations and management of insurance agencies
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 |
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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 |
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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 |
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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 |