None

Designation Programs

Printable AAI Brochure

PLEASE REFER TO OUR CONTINUING EDUCATION CALENDAR FOR CLASS DATES
 
Establish a clear professional advantage in the marketplace and fulfill your commitment to your customers 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.
 
Each module provides 8 CE credits to attendees.  Due to the course’s concise format, it is imperative that students be prepared so we recommend registering early.
 
Why AAI?
Receive your designation after only 9 courses.
No Annual dues are required.
No annual updates - Once you earn the designation, there is no mandatory classroom update requirement.
AAI is a nationally recognized designation.
Combine technical knowledge of coverages with sales expertise and apply them to your every day work environment.
 
What the AAI Program Can Do For You
Provide practical marketing tips
Give producers an edge in the fierce competition for premium dollars
Describe policies and coverages in detail
Analyze sales management techniques that help the producer meet the needs of insurance buyers
Outline agency management methods and explain how to apply them to agency operations
Describe the information the underwriters need to evaluate and competitively price a submission
Help producers avoid errors and omissions claims
 
How to Earn the AAI Designation
Register to take the AAI modules – you can register for one at a time or multiple modules
Receive your course manual approximately six weeks prior to class
Study and attend the class
Sit for the multiple choice exam at the end of the class day
Complete and pass all 9 AAI modules
Complete the free online Ethical Guidelines for Insurance Professionals course to complete and receive your designation.*  
 

AAI 81A – Principles of Insurance
An overview of the insurance business including principles, nature and organization as well as legal issues, risk management and insurance sales and account development.
CE Credits:  Classroom - 6 PC + 2 LRE
(If done by homestudy, student must pass the exam to receive CE credit)

AAI 81B – Personal Lines
Includes homeowners, dwelling, flood, personal auto, miscellaneous vehicles, inland marine, aviation and personal umbrella.  Additionally personal financial products, social security and various life insurance products will be examined.
CE Credits:  Classroom  -   5 PC + 2 LH + 1 LRE
(If done by homestudy, student must pass the exam to receive CE credit)

AAI 81C – Commercial Property
Includes building and personal property coverage forms, business income coverage forms, causes of loss forms and several commonly used inland marine policies.
CE Credits:  Classroom - 8 PC
AAI 82A – Commercial Liability GL & Auto
Includes occurrence and claims-made liability policies and their popular endorsements, commercial auto, garage and truckers policies.
CE Credits:  Classroom - 7 PC + 1 LRE
AAI 82B – Commercial Lines
Includes Commercial Crime, Businessowners and Farm Insurance.  Workers Compensation and various other miscellaneous commercial coverages including business life insurance.
CE Credits:  Classroom - 7 PC + 1 LRE
AAI 82C – Specialized Commercial Lines
Includes specialized property coverages, commercial umbrella, ocean marine and commercial aviation coverages.  Additionally, the various types of surety bonds will be examined for proper use and coverages provided.
CE Credits:  Classroom - 7 PC + 1 LRE
AAI 83A – Principles of Agency Management
You will learn about the formation and environment of an agency, organizational management, sales management and personal production plans including time management and negotiating skills.
CE Credits:  Classroom - 8 PC

AAI 83B – Agency / Company Relations
You will get a closer look at the relationship between producer and insurer, ways of developing the public image of your agency and how to handle agency growth and customer communications.  You will also discover the world of market segmentation and target marketing.
CE Credits:  Classroom - 8 PC

AAI 83C – Agency Financial Management
The “ins and outs” of agency management as it relates to automation, client services, financial management and the producer’s legal and ethical responsibilities.
CE Credits:  Classroom - 8 PC

Ethics requirement:  Completing the free online ethics course is a requirement to receive the AAI designation.  The Institutes believe ethical decision making skills are essential to the practice of insurance. All designation program participants must complete either Ethical Guidelines for Insurance Professionals or the CPCU program’s Ethics and the CPCU Code of Professional Conduct. Both online modules are free.
  
Course Waiver Information:  The AAI 81 (all 3 segments) exam will be waived if a student meets one of the following criteria:
  1. Currently holds the IIA Certificate in General Insurance (INS)
  2. Has Completed CPCU 553 or 555 (CPCU 2), CPCU 551 (CPCU 3), and CPCU 552 (CPCU 4)
  3. Holds the CIC designation
 

Printable ACSR Brochure

PLEASE REFER TO OUR CONTINUING EDUCATION CALENDAR FOR CLASS DATES. 

Earning the Accredited Customer Service Representative (ACSR) designation clearly conveys your commitment to excellence in customer service and professionalism. Plus, the ACSR designation distinguishes you as being prepared to meet the complex insurance challenges your clients face.

Passing the required ACSR exams earns the Accredited Customer Service Representative designation.
 
CORE MODULES
Required to be taken for all lines
ACSR #4 - Agency Errors & Omissions
Support your agency’s profitability by accurately identifying and assessing errors and omissions risks.  Topics that will be covered are Defining agency E&O basics; Handling new business to minimize agency E&O; Handling existing business to control agency E&O; and Servicing business to avoid E&O losses.  Course is one of the two core modules required for Personal Lines, Commercial Lines and/or Life & Health ACSR designation.  6 PC CE Credits
* Note – the ACSR #4 course no longer qualifies agents insured through Swiss RE for E&O Loss Control credit.* 
 
ACSR #5 – Professional Development & Account Management
Increase value to your agency and producers with a solid understanding of how to build and retain customer relationships.  Topics that will be covered are Customer service and its impact; Professional image and office; Professional communication; and Account management and company relations.  Course is one of the two core modules required for Personal Lines, Commercial Lines and/or Life & Health ACSR designation.  2 PC CE Credits
 
Ethics Requirement - Completing the free online ethics course is a requirement to receive the ACSR designation. 
The Institutes believe ethical decision making skills are essential to the practice of insurance. All designation program participants must complete either Ethical Guidelines for Insurance Professionals or the CPCU program’s Ethics and the CPCU Code of Professional Conduct.  Both online modules are free.  

COMMERCIAL LINES DESIGNATION 

ACSR #6 – Commercial Property Insurance
Gain the confidence to accurately and efficiently identify and assess commercial loss exposures.  Topics that will be covered are Introduction to Commercial Property; Causes of Loss and Coverage Forms; Business Income Insurance; and Flood Insurance. 
6 PC CE Credits
 
ACSR #7 – Commercial Liability Insurance
Increase customer satisfaction with your enhanced ability to recommend coverages that properly protect business owners from liability loss exposures.  Topics covered are:  Liability Loss Exposures and Legal Liability; Commercial General Liability Insurance, Part I and Part II; Commercial Liability Endorsements, Rating, and Other Liability Forms; and Misc. Commercial Liability Insurance.  5 PC CE Credits
 
ACSR #8 – Commercial Automobile Insurance
Develop the decision-making and problem-solving skills needed to recommend coverages that properly protect business owners from commercial auto loss exposures. Topics that will be covered are Commercial Auto Loss Exposures and the Business Auto Coverage Form; Business Auto Coverage Endorsements and Rating; and Garage and Motor Carrier Coverage.  5 PC CE Credits
 
ACSR #9 – Commercial Lines Related Coverages
Increase value to your agency and producers with a strong understanding of commercial lines coverages.  Topics that will be covered are Workers Compensation and Employers Liability Insurance; Business Owner’s Policies; Commercial Crime Insurance; Surety Bonds; and Marine Coverage, Commercial Excess and Umbrella Liability.  6 PC CE Credits

LIFE & HEALTH DESIGNATION 

ACSR #10 – Life Insurance  
Develop a strong understanding of life and health insurance coverages to better serve your customers.  Topics that will be covered are:  Recommending life insurance and understanding the premature death loss exposure; Determining client needs; Understanding various types of life insurance; and Life insurance case.  4 LH CE Credits
 
ACSR #11 – Retirement Planning
Improve the customer experience with your enhanced ability to identify retirement plans specific to an individual’s needs.  Topics that will be covered are Planning for retirement and understanding the retirement loss exposure; Types of retirement plans; and The United States Social Security Program.  3 LH CE Credits
 
ACSR #12 – Disability & Health Insurance
Add value to your agency by learning to confidently recommend disability and health coverages that meet an individual’s specific planning needs.  Topics that will be covered are Recommending disability and health insurance and understanding their loss exposures; Types of disability income insurance; Non-government healthcare programs; Government healthcare programs; and Long-term care coverage.  4 LH CE Credits

PERSONAL LINES DESIGNATION 

ACSR #1 – Homeowners Insurance 
Increase value to your agency with a strong understanding of the property and liability coverages that properly protect your customers.   Topics that will be covered are Homeowners Policy Components and Property Coverages; Additional Coverages, Perils, Exclusions, and Conditions; Liability Coverages and Conditions; and Endorsements.  4 PC CE Credits
 
ACSR #2 – Personal Automobile Insurance
Develop the decision-making and problem-solving skills needed to recommend coverages that will properly protect an individual’s automobile from loss.  Topics that will be covered are Liability, Medical Payments, and Uninsured Motorists Coverage; Physical Damage, Insured Duties, and Endorsements.  7 PC CE Credits
 
ACSR #3 – Personal Lines Related Coverages
Improve your customer’s experience with an enhanced ability to accurately identify and assess personal loss exposures.  Topics that will be covered are Dwelling and Mobile home; Flood, FAIR, Beachfront, and Windstorm Programs; and Inland Marine, Watercraft, Umbrella, and Underwriting.  5 PC CE Credits