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Why AAI?
- Training for the AAI designation gives you a competitive edge.
- The AAI designation qualifies for an exemption on the counselors license exam.
- No annual update required to maintain the designation.
- Reduces CE hours needed annually to six.
 Who is AAI Designed For?
The AAI program is suited for both new and experienced producers, experienced CSRs, account executives, supervisors of producers, insurance company field representatives, and agency managers and principals. In addition, AAI is suitable for anyone interested in becoming a producer.
2013 Dates
Please click the links below to register on-line. If you are attending all three dates in a segment, please select the corresponding segment's package discount link.
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The Ed Parker Young Agents AAI Scholarship
Young Agents are eligible to receive a $1500 scholarship for the AAI program. The applications will be accepted now through February 1, 2014 and the scholarship will be awarded at the YAC Sales & Leadership Conference in February of 2014 (need not be present to win). The scholarship recipient will have two years to attend all required sessions of the program.
Please call Stacie King, Director of Industry Relations, at 800.878.6487 ext. 104 for questions or additional information.
If you are a Young Agent and want to separate yourself from the competition, then seek the AAI professional designation.
YAC AAI Designation Scholarship Application
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About the AAI Program
Please note that we strongly suggest that you register as soon as possible so that we may send you the course material well before the class begins. It will be incumbent upon you to familiarize yourself with the material before attending the classes, as they will ultimatley serve as a review to prepare you for the exams that will be administered at the end of the day. There will be three separate exams that cover the material in each respective class. They will be approximately 25-30 questions each. Please start preparing for the exams well before the first day of class by reviewing the material we send you. Feel free to bring any questions you have regarding the material to class so that we can discuss issues that need further clarification.
Required Courses
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AAI 81-Foundations of Insurance Production (Segments A, B, C)
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AAI 82-Multiple-Lines Insurance Production (Segments A, B, C)
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AAI 83-Agency Operations and Sales Management (Segments A, B, C)
Course Waiver Information
If you hold the IIABA Certificate in General Insurance (INS), have completed CPCU 2, 3, and 4, or hold the CIC designation, the AAI 81 exam requirements are waived. If you have passed CPCU 551, 552, & 553 or 551,552 & 555, the AAI 81 exam requirement is waived.
In addition, if you have completed ACSR Modules 1-5 and 10-11, the AAI 81B exam requirement is waived. The exam requirement for AAI 82A is waived upon completion of ACSR Modules 4-9. To apply for a waiver for any of the exemptions above, please use this form below (Important to note: a $150 waiver fee is required for all Non-Institutes designation waivers submitted): http://www.aicpcu.org/doc/AcademicCreditRequestForm.pdf
By obtaining the AAI Designation, the continuing education requirement is reduced to 6 hours. The GID 101E form is required to apply for this reduction.
Course Fees
Total cost for the entire program is $1530 for IIAG members and $1740 for non-members. You may pay separately for each 3-day session ($510 members and $580 non-members) before the start of the respective classes, or all at once. Please feel free to do whatever is more convenient for you!
Segments can be registered for individually (Example: AAI 81-A) for a cost of $190 for members and $210 for non-members. As you can see, there is a package discount available for those students who resgister for all three days of any of the sessions.
Please contact Schonna McKinney, Education Coordinator, at 800.878.6487 x107 if you have any questions regarding the pricing structure of the AAI program.
Course Description
AAI 81 - Foundations of Insurance Production - Doraville
A - This course covers the principles of insurance. In this seven-hour segment, you will get an overview of the insurance business including principles, nature and organization, as well as legal issues, risk manage- ment and insurance sales, and account development.
B - This seven-hour course covers all aspects of the personal lines insurance products that the typical person or family purchases. Subjects include 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.
C - This seven-hour segment is dedicated to commercial property insurance. Topics include building and personal property coverage forms, business income coverage forms, causes of loss forms and several commonly used inland marine policies.
Instructor: Aubie Knight, CIC
A 1991 graduate of the University of Georgia, Aubie is the Associate Executive Director of IIAG. Combining a broad knowledge base with a fun and energetic teaching style, Aubie is consistently a favorite among students.
AAI 82 - Multiple Lines of Insurance Production
A - This unit focuses on liability insurance. The subjects to be discussed are occurrence and claims-made liability policies and their popular endorsements, commercial auto, garage and truckers
B - This segment takes a close look at a multitude of commercial property and casualty coverages. You’ll get a close look at Commercial Crime, Business Owners and Farm Insurance, Workers Compensation and various other miscellaneous commercial coverages, including business life insurance.
C - This course gives the student a broad overview of those commercial lines products that are not as commonly used as commercial general liability and commercial property policies. Topics include specialized property coverages, commercial umbrella and commercial aviation coverages. Additionally, the various types of surety bonds will be examined for proper use and coverages provided.
Instructor: Keith Wilts, CPCU, CIC
As President of Professional Training Associates , Keith Wilts conducts over 150 training classes throughout the country annually. He also makes numerous presentations for insurance and professional organizations throughout the year. Professional Training Associates is a national education management and training company.
He received his Certified Insurance Counselor (CIC) Designation in 1982 and his Chartered Property and Casualty (CPCU) Designation in 1984. He is a graduate of the University of Northern Iowawith a degree in Business Administration and Economics.
AAI 83 - Agency Operations and Sales Management
A - This course is a seven-hour look into the principles of agency management. You’ll learn about the formation and environment of an agency, organizational management, sales management and personal production plans including time management and negotiating skills.
B - You’ll get an inside look at the insurance production environment in this informative seven-hour class. You’ll 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’ll also discover the world of market segmentation and target marketing.
C - This seven-hour class is the final frontier in the Agency Management series. We’ll take you through the ins and outs of agency management as it relates to automation, client services, financial management and the producer’s legal and ethical responsibilities.
Instructor: Keith Wilts, CPCU, CIC
As President of Professional Training Associates , Keith Wilts conducts over 150 training classes throughout the country annually. He also makes numerous presentations for insurance and professional organizations throughout the year. Professional Training Associates is a national education management and training company.
He received his Certified Insurance Counselor (CIC) Designation in 1982 and his Chartered Property and Casualty (CPCU) Designation in 1984. He is a graduate of the University of Northern Iowa with a degree in Business Administration and Economics.
Choose AAI Today!
Call Schonna McKinney, Education Coordinator, for more information 1-800-878-6487 or 770-458-0093 x107
FREQUENTLY ASKED QUESTIONS
What do I do if I fail the exam?
You may re-take the exam during the next scheduled AAI class. There is a $30 fee for each retake.
Do I have to take the classes in order (81A, then 81B, then 81C, then 82A and so on)?
No, you do not have to take the classes in any particular order. There is no requirement that you take 81 before 82, or A before B, for example. Each module is self contained, so you'll be able to take them in any order.
If I've taken one of the segments before, do I have to take it again?
No, if you've already passed any of the AAI tests anytime in the past, you don't have to take the test again. We do encourage attendance at all 9 classes, since some material may have changed and you'll get CE anyway. But, for example, if you already took AAI81, then you don't need any of our three AAI81 classes. You'll still need all of the AAI82 classes and all of the AAI83 classes. This works for any part of the series you've already passed.
If I've got other designations can I waive part of AAI?
If you hold the IIABA Certificate in General Insurance (INS), have completed CPCU 2, 3, and 4, or hold the CIC designation, the AAI 81A, B, and C exam requirements are waived. In addition, if you have completed ACSR Modules 1-5 and 10-11, the AAI 81B exam requirement is waived. The exam requirement for AAI 82A is waived upon completion of ACSR Modules 4-9.
IIAG Preferred Atlanta Hotel & Special Rate
AMERICAN DISABILITY ACT
In accordance with Title III of the Americans with Disabilities Act, we invite all registrants to advise us of any disability and any requests for accommodations to that disability. Your request should be submitted as far in advance as possible of the program you wish to attend.
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