Agency Operations and Sales Management | The Institutes

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Agency Operations and Sales Management

Agency Operations and Sales Management
AAI 83
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Learn how to build strong customer relationships. 

Topics

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

Intermediate

Suggested Self-Study Time

5-7 weeks

Languages

English

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
President
Property & Casualty Solutions

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