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