Agency Operations and Sales Management | The Institutes

You are here

Agency Operations and Sales Management

Agency Operations and Sales Management
AAI 83
Ratings & Reviews
Shop for Study Materials

Learn how to build strong customer relationships. 


AAI 83 Segment A Topics:

  • Agency formation and environment
  • Organizational management
  • Agency sales management
  • Personal production plans

AAI 83 Segment B Topics:

  • Producer-insurer relations
  • Public image of the insurance agency
  • Agency growth and customer communications
  • Market segmentation and target marketing

AAI 83 Segment C Topics:

  • Managing agency information technology
  • Agency customer service management
  • Agency financial management

Course Level


Suggested Self-Study Time

5-7 weeks



Get the Tools You Need to Succeed

Each course is supported with textbooks, practice exams and more

Bottom-Line Benefits

Effectively apply strategic concepts to your everyday work.

Confidently communicate with customers by utilizing proven sales and negotiation techniques.

Enhance your effectiveness.

Set yourself apart as a valuable contributor to organizational success with thorough knowledge of managing agency operations.

Demonstrate your value to your customers.

Generate customer loyalty and retention by showing your commitment to professionalism.

"AAI is a manual for operating an agency..."

Brian Francis, ARM, AAI
Property & Casualty Solutions

Study Options


STEP 1: Select Anticipated Exam Window
Please select an exam window to ensure that you are purchasing valid materials for your expected testing date. This will not register you for an exam.