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Accredited Advisor in Insurance Designation: A Guide to Excel in the Industry

Accredited Advisor in Insurance (AAI) designation in Georgia is a special designation for an insurance producer. Furthermore, it provides practical marketing tips and an edge in the fierce competition for premium dollars. Also, AAI designation provides in-depth knowledge and strong customer service to give insurance professionals a competitive edge in the industry. In order to get stellar qualifications, insurance producers need to be ready to take the next step and sharpen their skills in an ever-evolving market. 

Why do insurance producers need Accredited Advisor in Insurance?

AAI course is highly beneficial for those who are starting an independent insurance brokerage. Also, the number of added benefits from an AAI designation are as follows:

  • Gives marketing techniques
  • Detailed information on policies and coverages
  • Helps to avoid E&O lawsuits
  • Assists in making a sales plan and the activities in it.

Hence, the collaboration between Insurance Institute of America (IIA) and the Independent Insurance Agents of America formed AAI designation. Additionally, intellectuals with insurance agency background formed this practical, concise program to acquaint insurance agents, insurance brokers.

Accredited Advisor in Insurance Designation Program Requirements:

Professionals should take 9-15 months of their time to complete all three courses of AAI course and pass its series of exams. Also, AAI professionals should pass another Ethical Guidelines for Insurance Professionals or Ethics and the CPCU Code of Professional Conduct exam to meet the requirements. Also, it helps you prepare for complex insurance such as cyber security insurance. Hence, the main coursework of the AAI designation are as follows:
AAI 81 Module:

  • The insurance business: an overview
  • Risk Management
  • Life Insurance
  • Homeowners Insurance
  • Account Development

AAI 82 Module:

  • Commercial Crime Insurance
  • Surety Bonds
  • Excess Umbrella Liability Insurance
  • Business Owners and Farm Insurance
  • Commercial Liability Insurance
  • Commercial Auto Insurance

AAI 83 Module:

  • Ethics and professionalism
  • Producer-insurer relations
  • Client service management
  • Market segmentation and product targeting
  • Personal production planning
  • Sales management principles.

Other Insurance Designation Options

While it is a well-known credit and the most extensive program, there are other similar courses an insurance producer can acquire. Those who wants to know what is P&C insurance industry then this blog is helpful for you.

These courses educates insurance producers who wants to open an insurance agent brokerage firm as it paves way on risk management along with a client based service. In addition, it trains insurance professionals to prepare for difficulties at work pretty well. The Institutes Risk & Insurance Knowledge Group also offers:    

  • Chartered Property Casualty Underwriter (CPCU)
  • Associate in Risk Management (ARM)
  • Associate in Claims (AIC)
  • Accredited Advisor in Insurance Management (AAI-M)
  • Associate in Commercial Underwriter (AU)

To summarize, this designation has massive advantages because it keeps insurance professionals updated and on their toes. They also become the first priority for insurance carrier. It also helps professionals to perform their tasks well, handle difficult clients professionally, and avoid Errors and Omissions claim while selling insurance.

accredited advisor in insurance