The Accredited Adviser in insurance (AAI) course is key subject for professionals working in the insurance sector. The course covers three main areas namely: 1) foundations of insurance productions with emphases on principles of insurance, personal insurance and commercial property insurance; 2) multiple-lines insurance production with focus on commercial liability insurance, other commercial insurance and specialized insurance and bonds; and 3) agency operations and sales management with special attention to principles of agency management, the insurance production environment and agency management tools and processes. The course investigates the importance of agency leadership and strategic alignment to insurance business.
Upon completion of the course, trainees will be expected to:
• Understand the Insurance Business
• Understand the knowledge on Risk Management and the Producer
• Know about Insurance Sales and account development
• Know about Homeowners Insurance
• Know about Other Personal Insurance
• Know about Commercial Property Insurance, Part I & II
• Understand the knowledge on Commercial General Liability Insurance, Part II
• Understand the knowledge on Commercial Automobile Insurance
• Understand the knowledge on Business owners Insurance
• Understand in-depth knowledge and awareness about Surety Bonds
• Know about Organizational Management
• Know about Agency Sales Management
• Know about Producer-Insurer Relations
• Understand about Market Segmentation and Target Marketing
• Know about Agency Customer Service Management
• Understand about The Aligned Organization
• Know about Cultivating Organizational Alignment
• Know about Strategic Agency Management
• AAI 81 – Foundation Of Insurance Production
• AAI 82 – Multiple-Lines Insurance Production
• AAI 83 – Operations And Sales Management
• AAI 87 – Agency Leadership And Strategic Alignment
The Institutes o ers exams in different formats to accommodate
different needs.
50-90 Multiple Choice Question Exams: 2 Hours
• AAI 81, AAI 82, AAI 83
40-65 Multiple Choice Question Exams: 1.5 Hours
• AAI 87
(Nonpassing). For others, grades are reported as “P” (Passing),
“G” (Good), “E” (Excellent), or “N” (Nonpassing). Grades are final and are not subject to appeal. Numerical scores are not released.
Upon completion, trainees will receive a Certificate of Completion from The Institutes.
