National Alliance for Insurance Education & Research 

AAI Program 

CIC Program
Schedule
Updates
Scholarship
Registration Form

CISR Program
Schedule
Updates
Registration Form

Photos from Education Awards Luncheon, Aug. 21,  2012


 

 Accredited Adviser in Insurance (AAI) program
The Accredited Adviser in Insurance (AAI ®) designation program gives you a competitive edge in the increasingly competitive insurance business. You will be able to increase your commissions, improve your insurance knowledge, learn how to avoid E&O claims, and earn continuing education (CE) credits for your license renewal all at the same time. AAI is more cost-effective and more flexible than other comparable programs. In addition, no CE credits are required to maintain your designation. AAI is the result of a joint effort of the Insurance Institute of America and the Independent Insurance Agents & Brokers of America. Visit us online at www.aicpcu.org.

AAI is a nationally recognized educational program designed specifically for insurance producers and is practical, giving you skills that you can apply immediately. The “Marketing Tips” and “E&O Alerts” highlight important concepts that may help you better serve your customers and your agency.

Segmented texts for easier study.

We know that as an insurance producer, you want to spend the maximum amount of time writing business and prospecting new customers. This is precisely why we designed each of the AAI texts in three easy-to-manage segments. This means you can complete the program without lengthy periods of time away from what you do best: delivering the insurance product.

Topics of study

AAI 81—Foundations of Insurance Production

Insurance & the Legal System • Risk Management & the Producer • Insurance Sales/Account Development • Homeowners & Personal Auto Insurance • Personal Financial Planning • Property Direct & Indirect Damage Insurance • Commercial Inland Marine

AAI 82—Multiple-Lines Insurance Production

Commercial General Liability • Commercial Auto • Garage & Truckers Insurance • Commercial Crime Insurance • Business Owners & Farm Insurance • Workers' Compensation/Employers' Liability Insurance • Specialty Property Insurance • Excess & Umbrella Liability • Ocean Marine/Aviation Insurance • Surety Bonds

AAI 83—Agency Operations and Sales Management

Agency Formation/Environment • Organizational Management • Agency Management • Personal Production Plans • Producer-Insurer Relations • Public Image of the Agency • Agency Growth/Customer Communications • Market Segmentation/Product Targeting • the Automated Agency • Client Services • Agency Financial Management

Course Sequence: It is best to take AAI 81before taking AAI 82. AAI 83 may be taken at any time.

Start with our free educational counseling service.

To ensure that you take courses that match both your needs and skills, you can obtain free counseling right now. Visit the AAI Web site and download the self inventory form (then mail or fax it to us), or call an Institute counselor at 610.644.2100.

Read our free booklet, How To Pass Institute Exams!

This free booklet will help you study effectively and prepare to take Institute exams. You can request one from Customer Service or print one off the AAI Web site.

Talk to your employer.

Most employers offer financial support to help you reach your professional and personal goals by taking our courses. Ask about your organization’s educational reimbursement policies and sign-up procedures.

Register for an upcoming seminar.

Contact IIABSC to register for an upcoming AAI  seminar. Be sure to ask the seminar provider how to order study materials.

Now study!

Read the text and use the Course Guide to prepare for your seminar. To get study tips, e-mail Educational Services.

Exam Schedule

A short exam will be administered at the end of each AAI  seminar. Students have one hour to complete a multiple-choice exam that covers the material taught in the seminar.

AIAM - Associate in Insurance Account Management  
View Course Descriptions

Most of our designations focus on the importance of understanding the policy coverage we are offering our clients, but it is just as important in running a successful independent agency that agents know how to properly manage and service their books of business. Without proper account management, an agency’s retention level will decrease, their profits will decrease, and their E&O exposure will increase. Designed for account managers/executive, customer service representative and office staff, the Associate in Insurance Account Management (AIAM) designation is a comprehensive program that deals in the non-technical aspects of an insurance professional’s responsibilities.

Classes will focus on topics such as understanding customer needs, time management, organizing workflows, negotiating conflict, developing professional relationships, reducing E&O exposures, writing skills, telephone skills, leadership and much, much more. Participants can earn up to 36 hours of continuing education credits – including the mandatory 3 hours of Ethics.

	To earn the AIAM designation, candidates must attend six days of instruction, and complete a single open-book exam after all classes are taken. There is no time limit for completing the six days of study and classes may be taken in any order. Classes are currently offered in Columbia, Charleston and Greenville.
	See Education Calendar for scheduled classes. View full list of required courses on Education Course info page. Contact our Vice President for details on conducting AIAM classes onsite at your agency.

 Certified Insurance Counselor (CIC) Program

Becoming a Certified Insurance Counselor (CIC) is a pledge to meet the challenge of lifelong professional continuing education. Practical and relevant knowledge gained keeps the CIC more competitive in meeting the changing needs of clients and the industry. The CIC program is first and foremost an educational program. Participants may confirm their knowledge at the end of each institute by taking an exam. When they have passed all five exams, they earn the right to be a Certified Insurance Counselor.

Please note: If you are only seeking state continuing education credits and are not pursuing the CIC designation, you do not have to take the exam!

Participants in the CIC program should be a licensed agent, broker or solicitor OR have a minimum of two years' full-time experience in the insurance industry or as a risk-management practioner OR have served as a full-time insurance faculty member at an accredited college or university. Don't wait another day to learn valuable information that will generate results for your clients.

CIC Course Descriptions 
 

See Education Calendar for upcoming classes

CIC Institute - Embassy Suites
Columbia, SC

 James K. Ruble Graduate Seminar
The James K. Ruble Graduate Seminars provide challenging curricula reflecting the latest coverages, trends, marketing and risk management techniques, and sales sessions. The new format allows each participant to personalize a course of study most beneficial to him or her. The Graduate Seminars are designed to take participants beyond a mere knowledge of the policies to an in-depth understanding of each topic presented.

You MUST be a CIC and a dues paying member of the Society of CIC to attend a Graduate Seminar and to receive credit for the Society's continuing education requirement. Annual dues may be sent directly to the Society of CIC. For more information, call the Society at (800) 633-2165.

The James K. Ruble Graduate Seminar fully satisfies the annual requirement of the Society of CIC for maintaining the CIC designation.

See Education Calendar for next Ruble seminar dates and registration information

 2013 CIC Scholarship -  
Three scholarships will be awarded to any licensed agent, broker or solicitor member, or any member with a minimum of two years' full-time experience as a practitioner in insurance or risk management to attend a CIC Institute in 2013.

Scholarships are co-sponsored by IIABSC and the Society of CIC and are offered only to those who are interested in pursuing the CIC designation but do not currently hold it. Scholarships will cover the entire registration fee to one institute in South Carolina, but are good in 2013 only.

Completed scholarship applications must be received at the IIABSC office no later than Dec. 1, 2012.  Chosen recipients will be notified individually. 

Download application
 

 Certified Insurance Service Representative (CISR) Program
The Certified Insurance Service Representative (CISR) program is excellent for all agency and company personnel. The CISR courses stress the understanding and analysis of property/casualty risks and exposures. The program consists of five one-day courses, each followed by an optional examination. No exam is necessary to receive CE credit. Successful completion of each course and exam earns the student the prestigious CISR designation. Cost of each CISR course is $135 except for Dynamics of Service which is $135 (includes lunch). All CISR courses are approved for 7 hours of CE credit.

See Education Calendar for upcoming classes

Contact IIABSC's Education Department for more information on any of these designations.
information@iiabsc.com