About Us | Site Map | Industry Links | Copyright/Privacy Statement | Contact Us | Home

Accredited Adviser in Insurance (AAI®)

The Accredited Adviser in Insurance 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 a strong focus on customer service have a competitive edge.

Passing the required AAI exams earns the Accredited Adviser in Insurance designation.

The following courses are required to earn the Accredited Adviser in Insurance (AAI) designation:

AAI 81—Foundations of Insurance Production: Insurance and the Legal System, Risk Management and the Producer, Sales/Account Development, Homeowners and Personal Auto, Personal Financial Planning, Commercial Property, Business Income and Extra Expense, and Commercial Inland Marine Insurance

AAI 82—Multiple-Lines Insurance Production: Commercial General Liability Insurance, Commercial Automobile, Garage and Motor Carrier, Commercial Crime, Businessowners, Other Commercial Coverages, Workers Compensation and Employers Liability, Specialty Property, Excess and Umbrella, Ocean Marine, and Surety Bonds

AAI 83—Agency Operations and Sales Management: Agency Formation/Environment, Organizational Management, Agency Management, Personal Production Plans, Producer-Insurer Relations, Public Image of the Agency, Agency Growth/Customer Communications, Market Segmentation/Product Targeting, the Automated Agency, Client Services, Agency Financial Management

Program Options: The Accredited Adviser in Insurance designation program is available as a self-study program via printed textbooks and course guides. AAI is also offered in a seminar format by certain state insurance associations. Contact Customer Service for information on AAI Seminars by calling (800) 644-2101 or by e-mailing customerservice@cpcuiia.org.

AAI is also offered in a segmented format, which breaks each course into three pieces.

We Recommend AAI for: Agents/brokers, agency principals, and customer service representatives

Course Sequence: It is best to take AAI 81 before taking AAI 82. AAI 83 may be taken at any time.

Exam Information: AAI exams are offered at Institute-approved on–site testing locations and Prometric Testing Centers.

If you prefer, you can approach your AAI studies in a modular format consisting of a series of shorter study segments. You can do this using printed study materials or by attending state-sponsored AAI seminars. After studying each segment, you can take the corresponding exam at all Prometric Testing Centers and at selected Institute-approved on–site testing locations. Contact your education coordinator for further information about on–site testing availability.

AAI full-length exams consist of 85 objective questions and examinees have two hours to complete the exam. AAI segmented exams consist of between 15-50 objective questions, depending on the course and segment, and examinees have 60 minutes to complete each exam.

Bottom-Line Benefits

  • Develop strong customer relationships by building a solid foundation in a wide range of insurance products and services
  • Build efficiency by learning to manage agency operations more effectively
  • Write larger and more complex commercial lines with increased knowledge of general liability, auto, workers compensation, and bonds

Waiver Information

  • If you hold the Certificate in General Insurance (INS); have passed CPCU 553 or CPCU 555, CPCU 551, and CPCU 552; or hold the CIC designation, the AAI 81 exam requirement is waived.
  • NOTE: Non-Institute courses or designations are subject to a $150 application fee per waiver.
  • To request credits, download the Institute Academic Credit Request Form.

E-mail: customerservice@cpcuiia.org

Phone: (800) 644-2101

Fax: (610) 640-9576

Mail: AICPCU/IIA
720 Providence Road
Suite 100
Malvern, PA 19355-3433

Customer Service hours are Monday through Friday, 8:00 a.m. to 6:00 p.m. eastern time.

Order today! Before making your selections, first choose the testing window and the
course from the dropdowns below to ensure you order the correct study materials.
Study Materials:
Please Select Window:
 Click here to view information for this exam.
Important InformationCourse Guides and textbooks are revised periodically. Check with Customer Service (800-644-2101) if you think you might use the study material(s) you ordered for an exam given beyond the date you selected above.

Interested in corporate licensing information, volume discounts, or learning management system (LMS) compatibility? Contact the Institutes’ Regional Sales Executive in your area.