Eastern Shore Associates Case Study

Eastern Shore Associates uses The Institutes' AAI and ACSR courses to help their agency personnel become more knowledgeable in product, exposure, and risk management. Read More

"By successfully incorporating ACSR training into day-to-day agency activities, this designation benefits individuals by helping them illustrate their commitment toward enhancing the quality of service provided to their clients. Achieving the designation also demonstrates a high level of professionalism to an agency's customers and/or prospective customers."

Jennifer Kacmarsky, ACSR
Director of Education
Independent Insurance Agents & Brokers of New Jersey

NEW! Accredited Customer Service Representative (ACSR)

Maine Insurance Agents Association has partnered with The Institutes to provide our members with quality education through the Accredited Customer Service Representative (ACSR) Designation.

Earning the Accredited Customer Service Representative (ACSR) designation clearly conveys your commitment to excellence in customer service and professionalism. Plus, the ACSR designation distinguishes you as being prepared to meet the complex insurance challenges your clients face.

Passing the required ACSR exams earns the Accredited Customer Service Representative designation.

Ethics requirement. The Institutes believe ethical decision making skills are essential to the practice of insurance. All designation program participants must complete either Ethical Guidelines for Insurance Professionals (for all programs except CPCU) or the CPCU program’s Ethics and the CPCU Code of Professional Conduct. Both online modules are free. Learn more and register now.

Get Started by Enrolling in a Course
  1. Select the course by clicking on the drop down arrow next to "Study Materials: ACSR 1"
  2. Select a testing window (please note: ACSR exams can be taken at anytime and are not limited to a testing window.
  3. Choose a window closest to when you would like to take your exam)
  4. Select a self-study method "Studybook (print materials)" or "Full Online course (access for 90 days)"
  5. Click "Add to cart"
  6. Enter your Log in information or create an account
  7. Click on the "Continue Button"
CE Information

The Institutes are in the process of filing the ACSR exams for continuing education (CE) credit. Please refer to this grid to make sure the exam is approved for CE before you register for the ACSR exam. The Institutes will, upon your successful completion of the ACSR exam, automatically report CE credits if the exam is approved for CE in your licensing state.

How to Register for the Exam

Please note: the exam is NOT included with the online course and must be purchased separately. ACSR exams are administered online and cost $50 per exam.

  1. To register for the ACSR exam call The Institutes’ Customer Service Department at (800) 644-2101. Your license number or NPN number must be entered into your Institutes profile prior to taking the exam.
  2. Once you are registered you will receive an e-mail with detailed instructions.
Choose one of the following three tracks to earn the Accredited Customer Service Representative (ACSR) designation: In addition to the tracks above, to earn the ACSR designation you must also complete:

Program Options: The Accredited Customer Service Representative (ACSR) designation program is available as a self-study program via printed textbooks and course guides, or via online learning modules.

The Independent Insurance Agents and Brokers Association (IIABA) offers ACSR courses in a seminar format. Check with your state association for availability.

Public classes hosted by third-party providers are also available for ACSR courses.

Exam Information: ACSR exams are administered in several different formats. If you opt to take the exam on your computer at work, you will need a licensed insurance producer or CPCU to proctor the exam and sign an affidavit.

ACSR exams vary in the number of questions and the time you have to complete the each exam. The number of questions ranges from 25 to 50 objective questions, and the exam length varies between 45 minutes and two hours.

Waiver Information:

  • The ACSR Personal Lines track waives AAI 81B.
  • The ACSR Commercial Lines track waives AAI 82A.

The Accredited Customer Service Representative (ACSR) designation consists of the following tracks:

Personal Lines
  • ACSR 1: Homeowners Insurance
  • ACSR 2: Personal Automobile Insurance
  • ACSR 3: Personal Lines Related Coverages
Commercial Lines
  • ACSR 6: Commercial Property Insurance
  • ACSR 7: Commercial Liability Insurance
  • ACSR 8: Commercial Automobile Insurance
  • ACSR 9: Commercial Lines Related Coverages
Life/Health
  • ACSR 10: Life Insurance
  • ACSR 11: Retirement Planning
  • ACSR 12: Disability and Health Insurance

Additionally, to earn the ACSR designation, you must also complete:

Core Courses
  • ACSR 4: Agency Errors and Omissions
  • ACSR 5: Professional Development & Account Management
Ethics Requirement
Bottom-Line Benefits
  • Enhance profitability by managing a better book of business and avoiding E&O claims with a more comprehensive knowledge of insurance products
  • Increase the ability to cross-sell products with a thorough understanding of client needs
  • Improve overall efficiency with an increased confidence in capabilities and knowledge
  • Develop customer loyalty by demonstrating higher levels of professionalism and customer service

We Recommend ACSR for: Agents, brokers, and customer service representatives

Phone: (800) 644-2101 (U.S. and Canada)
(610) 644-2100 (Outside the U.S. and Canada)
Fax: (610) 640-9576
Mail: The Institutes
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Malvern, PA 19355-3433
Customer Service hours are Monday through Friday, 8:00 a.m. to 6:00 p.m. Eastern Standard Time.
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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.

The Institutes’ courses and programs are dynamic. To provide industry professionals with the knowledge needed to drive powerful business results, The Institutes continuously review and revise technical content and delivery methods based on current industry needs and practices. Therefore, course topics, program requirements, and pricing are subject to change at any time. Our Web site contains the latest course and program information. Customer Service can be reached at customerservice@TheInstitutes.org or (800) 644-2101.


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