AAI - Accredited Advisor in Insurance
New! Ethics requirement. The Institutes believe ethical decision making skills are essential to the practice of insurance. As of January 2011, all AICPCU designation program participants must complete either Ethical Guidelines for Insurance Professionals (for all programs except CPCU) or the CPCU program’s Ethics and the CPCU Code of Professional Conduct. Both online modules are free. Learn more and register now.
The AAI designation can help you:
- Increased commissions
- Improved your insurance knowledge
- Avoid E&O claims
- Earn C.E. credits
IIAV offers two different ways to earn your AAI designation:
Complete all 9 segments and pass all 9 exams and earn the AAI designation:
AAI81A - Principles of Insurance
Principles of Insurance: Insurance and the Legal System, Risk Management
and the Producer, and Sales and Account Development
AAI81B - Personal Insurance
Homeowners Insurance and Personal Auto, Other Personal Lines, and Personal Financial Planning
AAI81C - Commercial Property Insurance
Commercial Property, Business Income and Extra Expense, and Commercial Inland Marine Insurance
AAI82A - Commercial Liability Ins
Commercial General Liability Insurance, Commercial Auto, and Garage and Motor Carrier Insurance
AAI82B - Commercial Ins
Commercial Crime, Business-Owners, Other Commercial Coverages, and Workers Compensation and Employers Liability
AAI82C - Specialized Insurance and Bonds
Specialty Property, Excess and Umbrella, Ocean Marine and Aviation Insurance, and Surety Bonds
AAI83A - Agency Operations and Sales Management
Agency Formation/Environment, Organizational Management, Agency Sales Management, and Personal Production Plans
AAI83B - The Insurance Productions Environment
Producer-Insurer Relationships, Agency Image, Agency Growth/Customer Communications, and Market Segmentation/Target Marketing
AAI83C - Agency Management Tools and Processes
Agency Information Technology, Management of Customer Services, Financial Management, and Legal and Ethical Responsibilities
Preparing for the Exam:
If you are pursuing the AAI designation and plan on taking the exam after your class it is recommended that you get your AAI book prior to the class to look through the material that will be taught in class.
Course Waiver Information*:
The AAI 81 (segment A, B and C) exams will be waived if student meets one of the following criteria:
• Currently holds the IIA Certificate in General Insurance (INS)
• Has Completed CPCU 553 or 555 (CPCU 2), CPCU 551 (CPCU 3), and CPCU 552 (CPCU 4)
• Holds the CIC designation*
*Fee required for waiver
RPLU - Registered Professional Liability Underwriter:
- Completion of AAI program waives module C-02-CGL - Commercial General Liability of RPLU program.
No annual dues.
No annual update.
At the end of each seminar, a 30-question multiple choice exam is given.
Retake exams without repeating the class.