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E&O Risk Management III: The Challenge of Change Recently updated to provide today's agent with the latest info and Best Practices...
Streaming Live.../Classroom CE Check out our live streams for 2013...
Certified Insurance Counselor (CIC) Institutes Learn more about this prestigious professional designation program
Accredited Adviser in Insurance (AAI) Combine your technical knowledge of insurance coverages with sales expertise and apply it to actual ...
William T. Hold Seminars - Multiple Questions in Commercial Lines
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Accredited
Adviser in Insurance (AAI)
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The Accredited Adviser in Insurance (AAI) Designation gives you the tools you need to establish a clear professional advantage in the marketplace and fulfill your commitment to customer service. In today's increasingly complex property-casualty insurance marketplace, only producers with in-depth insurance knowledge and a strong focus on customer service have a competitive edge. In just
9 one-day seminars, you can earn the AAI Designation!
How to Earn the AAI Designation:
Each AAI Course (AAI 81, 82 and 83) is broken into three segments - A, B & C.
- Attend all three segments for each part - ONLY 9 one-day seminars in all!
- At the end of each classroom segment, a 30 question multiple choice exam will be given.
- When you successfully
complete all 9 segments and pass the corresponding exams, you will earn
the AAI Designation!
- Starting in 2011, completing the free online Ethical Guidelines for Insurance Professionals (Ethics 311) is a requirement of all The Institutes' associate designation programs (AAI, AIC, ARM, AU, etc.). This requirement applies to anyone who completes an Institutes' designation after December 31, 2010.
Click here to visit their website and learn more.
| Once
payment is received, AAI books will
be shipped in ADVANCE of scheduled class. Self-study
is RECOMMENDED because of the volume of information covered
in each class. |
| TUITION: |
$185.00/member |
$285.00/non-member |
| REGISTRATION: |
7:30
a.m. |
| CLASS
TIME: |
8:00
a.m. to 3:30 p.m. |
| EXAM: |
3:30
p.m. to 4:30 p.m. |
| The
exam is optional. You will receive the CEUs without taking the exam.
You are required to take and pass the exam if you want to receive the
designation. |
Photo ID: You must present a photo ID to the registrar at all program locations.
Cancellation/Refund Policy:
Cancellations received ANYTIME prior to the scheduled class will incur a $105.00 fee.
However, one (1) free substitution or one (1) class transfer within a calendar year is permissible. All future transfers will result in a $105.00 penalty fee. Failure to take any action and being a 'no show' at class will result in the loss of the full registeration. |
| Registration Options
We've
implemented
a secure system for registration and now
only accept credit cards for
web registrations.
REGISTER BY PHONE:
800-742-6363
800-222-2699
508-634-2900
REGISTER BY
FAX:
508-634-2929 |
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AAI
81A - Principles of Insurance...................................................................................8
CEUs
An overview
of the Insurance business including principles, nature and organization
as well as legal issues, risk management and insurance sales & account
development.
AAI 81B - Personal
Lines........................................................................................8
CEUs
Includes homeowners, dwelling, flood, personal auto, miscellaneous vehicles,
inland marine, aviation, and personal umbrella. In addition
personal
financial products, social security and various life insurance products
will be examined.
AAI 81C - Commercial
Property......................................................................8
CEUs
Includes building and personal property coverage forms, business income
coverage forms, causes of loss forms and several commonly used inland
marine policies.
Course
Waiver Information:
The AAI 81 (segment A, B and C) exams will be waived if student
meets one of the following criteria:
- If you have passed AINS 21, 22, and 23, the AAI 81 exam requirement is waived.
- If you have passed CPCU 551, 552, and 553; or if you have passed CPCU 551, 552, and 555, the AAI 81 exam requirement is waived.
- If you have completed Accredited Customer Service Representative (ACSR) courses 1, 2, 3, 4, 5, 10, and 11, the AAI 81B segmented exam requirement is waived.
- If you have completed Accredited Customer Service Representative (ACSR) courses 4,5,6,7,8, and 9, the AAI 82A segmented exam requirement is waived.
- A waiver is available for AAI 81 if you hold the CIC designation. To apply for this waiver, use this waiver form.
- NOTE: Non-Institute courses or designations are subject to a $150 application fee per waiver.
- To request credits, download the Institute Academic Credit Request Form.
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AAI 81A class is finished for 2013 - Call Association Education at
1-800-222-2699 for future scheduling.
AAI 81B class is finished for 2013 - Call Association Education at
1-800-222-2699 for future scheduling.
AAI 81C class is finished for 2013 - Call Association Education at
1-800-222-2699 for future scheduling.
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AAI
82A - Commercial Liability GL & Auto...................................................8
CEUs
Includes occurrence and claims made liability policies and their popular
endorsements, commercial auto, garage and truckers policies.
AAI 82B - Commercial
Lines................................................................................8
CEUs
Includes Commercial Crime, Business Owners and Farm Insurance, Workers
Compensation and various other miscellaneous commercial coverages including
business life insurance.
AAI 82C - Specialized
Commercial Lines.........................................................8
CEUs
Includes specialized property coverages, commercial umbrella, ocean
marine and commercial aviation coverages. In addition, the various types
of surety bonds will be examined for proper use and coverages provided.
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AAI 82A class is finished for 2013 - Call Association Education at
1-800-222-2699 for future scheduling.
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DATE |
MEMBERS |
NON-MEMBERS |
CLASS NAME |
CITY |
CEUs |
| 5/30/13 |
247036 |
247036 |
AAI 82B Commercial Lines |
Milford, MA |
8 |
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State
|
DATE |
MEMBERS |
NON-MEMBERS |
CLASS NAME |
CITY |
CEUs |
| 6/26/13 |
247037 |
247037 |
AAI 82C Specialized Commercial Lines |
Milford, MA |
8 |
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State
|
AAI
83A - Principles of Agency Management..................................................................8
CEUs
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 - Agency/Company
Relations..................................................................8
CEUs
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 work of market
segmentation and target marketing.
AAI 83C - Agency
Financial Management...............................................................8
CEUs
The ins-and-outs of agency management as it relates to automation, client
service financial management and the producer's legal & ethical responsibilities.
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DATE |
MEMBERS |
NON-MEMBERS |
CLASS NAME |
CITY |
CEUs |
| 9/24/13 |
247038 |
247038 |
AAI 83A Principles of Agency Mgmt |
Milford, MA |
8 |
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State
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DATE |
MEMBERS |
NON-MEMBERS |
CLASS NAME |
CITY |
CEUs |
| 10/31/13 |
247039 |
247039 |
AAI 83B Agency/Company Relations |
Milford, MA |
8 |
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State
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DATE |
MEMBERS |
NON-MEMBERS |
CLASS NAME |
CITY |
CEUs |
| 11/21/13 |
247040 |
247040 |
AAI 83C Agency Financial Mgmt |
Milford, MA |
8 |
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State
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