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ACSR - Accredited Customer Service Representative
ACSR's are better prepared with increased product knowledge; improved selling and account rounding skills; enhanced productivity and confidence; and higher levels of professionalism and customer service.
ACSR offers designations in Personal Lines, Commercial Lines & Life and Health.
Courses can be taken in any order.
New! Ethics requirement. The Institutes believe ethical decision making skills are essential to the practice of insurance.
Anyone completing the ACSR designation after December 31, 2011 must complete either Ethical Guidelines for Insurance
Professionals (for all programs except CPCU) or the CPCU program’s Ethics and the CPCU Code of Professional Conduct.
Both online modules are free. Learn more and register now.
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ACSR Personal Lines
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ACSR Life & Health
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Module 1: Homeowners--Homeowners policies—provisions, endorsements and pricing; other residential policies
Module 2: Personal Automotive--The Personal Auto Policy (PAP)—provisions, endorsements and pricing
Module 3: Personal Lines Related Coverages--Dwelling, personal lines floaters, personal umbrella, watercraft, flood insurance and more
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Module 10: Life Insurance - Recommending life insurance and understanding the premature death loss exposure, determining client needs, understanding various types of life insurance, and life insurance case
Module 11: Retirement Planning - Planning for retirement and understanding the retirement loss exposure, types of retirement plans, and the United States Social Security Program
Module 12: Disability and Health Insurance - Recommending disability and health insurance and understanding their loss exposures, types of disability income insurance, nongovernment healthcare programs, government healthcare programs, and long-term care coverage
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ACSR Commercial Lines
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Core Modules*
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Module 6: Commercial Property--Property loss exposures, building and personal property, business income, cause of loss forms, endorsements
Module 7: Commercial Liability--Liability loss exposures, CGL occurrence and claims made forms, endorsements, commercial umbrella; underwriting
Module 8: Commercial Automobile--Business auto coverage (BAC) and endorsements, garage and truckers forms
Module 9: Commercial Lines Related Coverages--Crime, inland & ocean marine, businessowners policies (BOP), workers’ compensation, bonds
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Module 4: Errors & Omissions/Loss Control--Agent liability, client responsibilities, reducing exposures, common errors, specialty markets, claims
Module 5: Professional Development & Account Management—Available Only Online. Understand the skills critical to the process of customer service, account management and effective leadership. Develop the tools to implement or improve the customer service in your agency.
Ethical Guidelines for Insurance Professionals—Available Only Online. After completing this learning module, you’ll be able to recognize ethical dilemmas when they arise and you will also have the skills needed to reach informed decisions when faced with a dilemma.
* Core Modules are required for all ACSR designations
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**The ACSR Mod 4 is NO LONGER a class that can be taken to satisfy your agency for a loss control credit through IIAV's
Westport and Fireman's Fund E&O programs. You must take the E&O Risk Management: Meeting the Challenge of Change course.
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Richmond Recommended Hotel |
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Includes Complimentary Hot Buffet Breakfast and Welcome Home Entrée Dinner Buffet each Monday-Thursday evening.
IIAV reduced rate $99
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