Accredited Adviser in Insurance (AAI)

Awarding body

The Institutes

Specialization

Insurance

Who is this program for:

Agents
Brokers
Agency Principals
Producers
Account Managers
Customer Service Representatives

What will you accomplish:

AAI 81 Segment A – Foundations of Insurance Production – Principles of Insurance

To help the learner Understand the Insurance Business
To enhance the learner knowledge about Insurance and the Legal System
To equip the learner with proper knowledge on Risk Management and the Producer
To enhance the learner understanding about Insurance Sales and account development
AAI 81 Segment B – Foundations of Insurance Production – Personal Insurance
To improve the learner understanding about Homeowners Insurance
To provide the learner with an in-depth knowledge about Personal Automobile Insurance
To enhance the learner understanding and knowledge about Other Personal Insurance
To improve the leaner awareness and knowledge about Personal Financial Planning
AAI 81 Segment C – Foundations of Insurance Production – Commercial Property Insurance
To provide the learner with an in-depth knowledge about Commercial Property Insurance, Part I
To provide the learner with an in-depth knowledge about Commercial Property Insurance, Part II
To equip the learner with proper knowledge and understanding about Business Income and Extra Expense Insurance
To enhance the learner’s awareness about Commercial Inland Marine Insurance
AAI 82 Segment A – Multiple-Lines Insurance Production – Commercial Liability Insurance
To improve the learner knowledge on Commercial General Liability Insurance, Part II
To enhance the learners knowledge on Commercial Automobile Insurance
To improve the learner knowledge about Garage and Motor Carrier Insurance
AAI 82 Segment B – Multiple-Lines Insurance Production – Other Commercial Insurance
To equip the learner with an in-depth knowledge on Commercial Crime Insurance
To help the learner gain more knowledge on Business owners Insurance
To enhance the learner knowledge and understanding about Other Commercial Coverages
To equip the learner with an in-depth knowledge and awareness about Workers Compensation and Employers Liability Insurance
AAI 82 Segment C – Multiple-Lines Insurance Production – Specialized Insurance and Bonds
To enhance the learners knowledge about Specialty Insurance
To improve the learner knowledge about Commercial Excess and Umbrella Liability Insurance
To equip the learner with an in-depth knowledge and awareness about Surety Bonds
AAI 83 Segment A – Agency Operations and Sales Management – Principles of Agency Management
To provide the learner with knowledge about Agency Formation and Environment
To enhance the learner knowledge and understanding about Organizational Management
To equip the learner with proper knowledge about Agency Sales Management
To enhance the leaner knowledge about Personal Production Plans
AAI 83 Segment B – Agency Operations and Sales Management – The Insurance Production Environment
To provide the learner with knowledge about Producer-Insurer Relations
To improve the leaner knowledge and understanding about Public Image of the Insurance Agency
To provide the learner with relevant knowledge about Agency Growth and Customer Communications
To enhance the learner knowledge and understanding about Market Segmentation and Target Marketing
AAI 83 Segment C – Agency Operations and Sales Management – Agency Management Tools and Processes
To provide the learner with knowledge about Managing Agency Information Technology
To enhance the learner knowledge about Agency Customer Service Management
To equip the learner with proper knowledge about Agency Financial Management
AAI 87 – Agency Leadership and Strategic Alignment
To enhance the learner knowledge and understanding about The Aligned Organization
To provide the learner with proper knowledge about Cultivating Organizational Alignment
To enhance the learner’s knowledge and awareness about Employee Development
To equip the learner with knowledge on Managing across organizational
To provide the learner with specialized knowledge about Creating competitive advantage
To enhance the leaner knowledge about Strategic Agency Management
To improve the learner knowledge about Relationship Management
To provide an in-depth knowledge and awareness about Business continuity planning

Specialization:

The Accredited Adviser in insurance (AAI) program is key subject for professionals working in the insurance sector.

Topics:

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

Program Details:

The Accredited Adviser in insurance (AAI) program is key subject for professionals working in the insurance sector. The program 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 program investigates the importance of agency leadership and strategic alignment to insurance business.