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.
Benefits of AAI
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.
AAI 81 - Foundation of Insurance Production
AAI 82 - Multiple-Lines Insurance Production
Commercial Liability Insurance
Commercial General Liability Insurance, Products-Completed Operations Coverage, Professional Liability, Commercial Auto Insurance, and Garage and Motor Carrier Insurance
AAI 83 - Agency Operations & Sales Management
Insurance Production Environment
Producer-Insurer Relations, Public Image of the Agency, Agency Growth and Customer Communications, and Market Segmentation and Target Marketing
Ethical Guidelines for Insurance Professionals
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
You can also take Ethics 311 online at www.theinstitutes.org.