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Establish a clear professional advantage and fulfill your commitment to customer service with the AAI program.

Qualifies for an Exemption on the Counselors License Exam  | No Annual Update   |   Reduces Annual CE Requirement to 6 Hours


Take your career to the next level with the Accredited Advisor in Insurance program.  The AAI 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.

The AAI program is suited for both new and experienced producers, experienced CSRs, account executives, supervisors of producers, insurance company field representatives, and agency managers and principals.  In addition, AAI is suitable for anyone interested in becoming a producer.


Confident financial agent showing growth graph to couple. Mid couple meeting financial advisor for investment. Business people discussing the charts and graphs showing the results of their successful teamwork.

AAI 83

Agency Operations & Sales Management
Segments A, B, C

November 9-11, 2020

Effectively manage agency operations and confidently communicate with customers by utilizing proven sales and negotiation techniques.

  • Agency Formation and Environment
  • Organizational Management
  • Agency Sales Management
  • Personal Production Plans
  • Producer-Insurer Relations
  • Public Image of the Insurance Agency
  • Agency Growth and Customer Communications
  • Market Segmentation and Target Marketing
  • Managing Agency Information Technology
  • Agency Customer Service Management
  • Agency Financial Management
Multiple Industries

AAI 82

Multiple Lines Insurance Production
Segments A, B, C

Learn how to accurately write large, complex commercial lines with a solid understanding of general liability, auto, and workers compensation insurance and bonds.

  • Commercial General Liability Insurance
  • Commercial Automobile Insurance
  • Auto Dealers and Motor Carrier Insurance
  • Commercial Crime Insurance
  • Businessowners Insurance
  • Other Commercial Coverages
  • Workers Compensation and Employers Liability Insurance
  • Excess and Umbrella Liability Insurance
  • Surety Bonds
Creative People working in office

AAI 81

Foundations of Insurance Production
Segments A, B, C

Gain knowledge of a wide range of insurance products and services to better understand the exposures your clients face.

  • The Insurance Business: An Overview
  • Insurance and the Legal System
  • Risk Management and the Producer
  • Insurance Sales and Account Development
  • Homeowners Insurance
  • Personal Automobile Insurance
  • Other Personal Insurance
  • Personal Financial Planning
  • Commercial Property Insurance
  • Business Income and Extra Expense Insurance
  • Commercial Inland and Ocean Marine Insurance

Registration Details

Registration Details

AAI 81, 82, or 83 registration includes:  books, student discussion, and proctored exams for the self study programs.  Registration fees are $525-$600 per session and payment in full is required to attend.

Study groups will gather at IIAG Diamond Partner Southern Insurance Underwriter's Office from 9:00 a.m. - 5:00 p.m. on the appointed dates with a discussion facilitator and exam proctor each day.

Members $525 per session

Non-Member Fee $600 per session

*Please note that this is a self-study program.  If you expect to pass the exams, it is critical that all materials should be read and studied prior to the group study.  Periodic emails will be sent as on-task reminders and motivation to registrants as well as to connect them to other participants.
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