How to Earn an AAI Designation?

Accredited Advisor in Insurance or AAI designation is a title earned by insurance professionals after completion of a course and series of examinations. All these courses and examinations are conducted by the Insurance Institute of America. It takes about 9-15 months to complete the entire course.  

The AAI course has multiple segments and topics in it. Insurance agents need to get acquainted with all the topics extensively. This will allow them to have a clear understanding of the insurance industry. Having a clear understanding and knowledge about the industry helps agents to provide better solutions to their client’s insurance needs. Agents with AAI designation can become customer service focused agents and can suggest specific policies for their clients.  

After the completion of the course, insurance agents earn the AAI designation. Insurance agents are then able to demonstrate professional competency. The overall course adds value to an insurance agent’s role. This helps them attain their career goals. They are also able to retain more clients and increase their earnings.  

As per the Insurance Institute of America, insurance professionals have to complete the following courses to earn an AAI designation :

AAI 81 Foundations of Insurance Production    
81 A Principles of Insurance    
81 B Personal Lines      
81 C Commercial Property          

AAI 82 Multiple-Lines Insurance Production    
82 A Commercial Liability Insurance    
82 B Other Commercial Insurance    
82 C Specialized Commercial Lines        

AAI 83 Agency Operations and Sales Management    
83 A Principles of agency Management    
83 B Agency/ Company Relations    
83 C Agency Financial Management    

Insurance agents also need to pass a 50-question exam on Ethical Guidelines for Insurance Professionals to get an AAI designation. They have to pass one of the following courses:    
Ethics 311 Ethical Decision Making in Risk and Insurance    
Ethics 312 Ethical Guidelines for CPCUs  

It is essential to complete all the courses and examinations, along with the ethical requirement on time. After doing so, insurance professionals will finally be able to earn the AAI designation