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Accredited Advisor in Insurance (AAI)

The Accredited Advisor in Insurance (AAI) program 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 strong focus on customer service have a competitive edge.

AAI program focuses on three areas:

  • The technical aspects of the insurance business, including coverage and pricing
  • The marketing of insurance products, including relationships with prospects, customers, and insurance companies
  • The internal operations and management of insurance agencies

Benefits of the AAI Program:

  • Develop strong customer relationships by building a solid foundation of knowledge regarding a wide range of insurance products and service.
  • Write larger and more complex commercial lines by increasing your knowledge of general liability, auto, workers compensation, and bonds.
  • Increase confidence and efficiency through effective sales and negotiation techniques

Earn the designation

By completing the following courses and passing the exam you will earn the designation:

AAI 81A - Principles of Insurance

AAI 81B - Personal Insurance

AAI 81C - Commercial Property Insurance

AAI 82A - Commercial Liability Insurance

AAI 82B - Other Commercial Insurance

AAI 82C - Specialized Insurance & Bonds

AAI 83A - Principles of Agency Management

AAI 83B - The Insurance Production Environment

AAI 83C - Agency Management Tools & Processes

Ethics 311 - Ethical Guidelines for Insurance Professionals OR Ethics 312- Ethics and the CPCU Code of Professional Conduct

The Ethics 311 or Ethics 312 course must be completed online. There is no fee to complete the course, however, if you wish to earn CE credits there is a fee of $5.50

Click HERE to register for Ethics 311 or Ethics 312


Quick Facts

  • NO time frame to complete the designation.
  • NO annual updates required to maintain the designation. Once you earn the AAI designation it is yours to keep!
  • NO annual dues required!
  • AAI is a nationally recognized designation.


  • AINS designation waives AAI 81
  • CIC designation waives all of AAI 81 ($175 waiver fee is required for all non-Institute designation waivers submitted)
  • Completion of ACSR 1-5, 10,11 & 12 waives AAI 81B
  • Completion of ACSR 4-9 waives AAI 82A

Upcoming AAI Seminars

2408 Peppermill Dr., Ste A

Glen Burnie, MD. 21061

(P) 410.766.0600

Email: info@BigIMD.com


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