Accredited Advisor in Insurance
The
Accredited Adviser in Insurance (AAI) designation program was formed
jointly by the Independent Insurance Agents and Brokers of America and
the Insurance Institute of America to teach students property and
casualty principles, the risk management process, life insurance basics, agency operations, legal and ethical considerations affecting the
insurance business and much more.
WHO IS AAI DESIGNED FOR?
- New and experienced producers
- Experienced CSRs
- Account Executives
- Supervisors or Producers
- Insurance Company Field Representatives
- Agency Managers & Principals
- Anyone interested in becoming an insurance producer
ABOUT THE AAI PROGRAM
Anyone working towards the AAI designation
can take the segment exam following each class. Each attendee has the
option of attending for continuing education only or working towards the
designation with a segment exam that follows the course.
Required Courses:
AAI 81-Foundations of Insurance Production
AAI 82-Multiple-Lines Insurance Production
AAI 83-Agency Operations and Sales Management
Course waiver information: If
you hold the IIA Certificate in General Insurance (INS), have completed
CPCU 2, 3, and 4, or hold the CIC designation, the AAI 81 exam
requirement is waived.
COURSE DESCRIPTIONS
AAI 81A - This
course covers the principles of insurance. In this six-hour segment you
will get an overview of the insurance business including principles,
nature and organization as well as legal issues, risk management and
insurance sales and account development.
AAI 81B - This
6-hour segment 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.
AAI 81C - This
6-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.
AAI 82A - This
6-hour segment 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 policies.
AAI 82B - This
6-hour segment takes a close look at a multitude of commercial property
and casualty coverages. You’ll get a close look at Commercial Crime,
Businessowners and Farm Insurance, Workers Compensation and various
other miscellaneous commercial coverages including business life
insurance.
AAI 82C - This
6-hour segment 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, ocean marine, and commercial
aviation coverages. Additionally, the various types of surety bonds will
be examined for proper use and coverages provided.
AAI 83A - This
course is a 6-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.
AAI 83B - You’ll get an inside look at the insurance production environment in this informative
6-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.
AAI 83C-
This 6-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.
