NEW! Accredited Customer Service Representative (ACSR)—Core Courses

Bottom-Line Benefits
  • Improve efficiency by accurately identifying and assessing errors and omissions risks
  • Support agency profitability with an enhanced understanding of how to build and retain customer relationships
  • Increase value to your agency and producers with better decision-making and problem- solving skills
Level: Beginner
ACSR 4—Agency Errors and Omissions
  • Defining agency E&O basics
  • Handling new business to minimize agency E&O
  • Handling existing business to control agency E&O
  • Servicing business to avoid E&O losses
ACSR 5—Professional Development & Account Management
  • Customer service and its impact
  • Professional image and office
  • Professional communication
  • Account management and company relations
Phone: (800) 644-2101 (U.S. and Canada)
(610) 644-2100 (Outside the U.S. and Canada)
Fax: (610) 640-9576
Mail: The Institutes
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 Standard Time.
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Important InformationCourse Guides and textbooks are revised periodically. Check with Customer Success (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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