Unlock The Secrets To Becoming Successful With An AAI Designation

TLDR: This article explains what an “accredited advisor in insurance” designation is, what the benefits are, and how to obtain it.

An Accredited Advisor in Insurance (AAI) is a special designation for agents who give more to their clients than just insurance. As the name implies, an agent with an AAI designation has the skills and knowledge to give advice on risk management and to simplify complicated insurance problems. An Accredited Advisor in Insurance has superior customer service skills and improved knowledge of the insurance industry.

The AAI program is a collaborative effort between the Insurance Institute of America and the Independent Insurance Agents and Brokers of America.

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Benefits of Becoming an Accredited Advisor in Insurance

A designation like Accredited Advisor in Insurance makes an insurance agent stand out from other producers. Since the program isn’t mandatory for agents to be licensed to sell, getting the designation implies a special career commitment. And it’s a great way of earning your clients’ trust. 

There benefits of pursuing the AAI program are varied. Let’s look at a few of them. 

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AAI Designation Will Help You Avoid Errors and Omissions Claims

All insurance agents who pursue the Accredited Advisor in Insurance program are required to take an ethics course. The agents learn about the ethical dilemmas they will face in their career and how to navigate them while avoiding legal troubles.

Insurance customers rightfully expect agents to be professional, ethical, and responsible. And, if you don’t meet these standards, you could face serious issues, including legal action. The AAI program helps you become the insurance agent that your customers deserve, and, in the process, you’ll avoid errors and omissions claims and gain more clients.

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Obtaining an Accredited Advisor in Insurance Designation May Give You Credits for Other Programs

According to The Institutes, if you successfully complete the Accredited Advisor in Insurance program, you could potentially earn credits for other insurance programs like Chartered Property Casualty Underwriter (CPCU) and Associate in Insurance Services (AIS).

Knowledge of Complex Lines of Insurance

With a highly-specific insurance designation such as Accredited Advisor in Insurance under your belt, you’ll know exactly how multiple lines of insurance work. As a matter of fact, most agents write home and auto insurance, but don’t really understand how commercial lines work.  Policies such as general liability insurance, commercial property insurance, umbrella insurance, and so forth can be harder to write.

With an AAI designation, insurance agents will understand how complex and more lucrative insurance lines work. Moreover, the designation will make it easier for agents to write these lines accurately.

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Increase Your Agency Sales with an Accredited Advisor in Insurance Designation

The coursework also covers the basics of agency operations and marketing management. Marketing for insurance may not be the greatest strength of most insurance agents. Agents who’ve earned the AAI designation learn how an agency should ideally run. They also get to know how agency marketing and management can be successfully practiced for improved insurance sales.

Insurance agents will also learn about market segmentation, customer service, risk management, target marketing, and the insurance agency management system. AAI designation is truly one-stop shopping for insurance agents who want to grow their careers exponentially.

In Conclusion

Getting an AAI designation not only benefits you, it also benefits your clients. Another great thing about this program is that it’s available for all kinds of insurance sales personnel, such as insurance agents, producers, customer service representatives, and more. The designation also helps the agent stand out within their agency and earn better career opportunities than most.

An Accredited Advisor in Insurance is a great fit for insurance agents who value their career as well as strive to give their customers expert solutions.

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