The following courses are required to earn the Accredited Adviser in Insurance (AAI) designation:
AAI 81—Foundations of Insurance Production: The insurance business—an overview; Insurance and the legal system; Risk management and the
producer; Insurance sales and account development; Homeowners insurance; Personal automobile insurance; Other personal insurance; Personal
financial planning; Commercial property insurance Part I and Part II; Business income and extra expense insurance; and Commercial inland and ocean
AAI 82—Multiple-Lines Insurance Production: Commercial general liability insurance Part I and Part II; Commercial automobile insurance; Garage and motor carrier insurance; Commercial crime insurance; Businessowners insurance; Other commercial coverages; Workers compensation and
employers liability insurance; Specialty insurance; Commercial excess and umbrella liability insurance; 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
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
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
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 by attending state-sponsored AAI seminars. Contact your state association education
coordinator for further information about AAI seminars and segmented exams.
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.