1. Accredited Adviser in Insurance (AAI)
Designation Program
INDEPENDENT INSURANCE AGENTS & BROKERS OF WASHINGTON
The Accredited Adviser in Insurance (AAI) designation
program is designed for insurance producers. AAI gives you
a competitive edge in the increasingly competitive
insurance business. You will be able to increase your
commissions, enhance your knowledge of polices and
coverages, learn how to avoid E&O claims, and serve your
customers better. The program is intended to acquaint
agents, brokers, account managers and customer service
personnel with the major coverages that generate more
than 90 percent of most agencies’ premium volume. It also
deals with marketing management, sales management and
agency operations. AAI is a joint effort of the Insurance
Institute of America and the Independent Insurance Agents
& Brokers of America. It is a practical, concise program
produced by education specialists with agency experience.
No annual dues or updates are required to maintain the
designation.
• Each AAI Course (AAI 81, 82 and 83) is broken into three
segments - A, B & C. Attend all three segments for each
course – 9 one-day seminars in all! At the end of each
classroom segment, a 30 question multiple choice exam
is given.
• Successfully complete the Institutes’ free “Ethical
Guidelines for Insurance Professionals” online course.
(new requirement effective 1/1/11)
When you complete all 9 segments and the Ethics online
course and pass the corresponding exams, you earn the AAI
designation. For waiver information, go to
www.wainsurance.org.
Class Hours: 8:00 am - 5:00 pm
Exam administered immediately following class.
Location: Bellevue & Spokane
IIABW Member: $160.00 per segment
Non Member: $200.00 per segment
Each AAI segment is approved for 8 c.e. credits/1 ethics
credit. Registration fee includes text book, exam fee &
instruction. AAI book will be shipped to you prior to the
class. Advance study is recommended due to the
volume of information covered in class.
AAI 81A: Principles of Insurance
The Insurance Business: An Overview, Insurance and the
Legal System, Risk Management and the Producer, and
Insurance Sales and Account Development
AAI 81B: Personal Insurance
Homeowners Insurance, Personal Automobile Insurance,
Other Personal Insurance and Personal Financial Planning
AAI 81C: Commercial Property Insurance
Introduction to Commercial Insurance, Property Direct
Damage Insurance, Business Income and Extra Expense
Insurance and Commercial Inland Marine Insurance
AAI 82A: Commercial Liability Insurance
Commercial General Liability Insurance, Products-Completed
Operations Coverage, Professional Liability, Commercial
Automobile Insurance and Garage and Motor Carrier
Insurance
AAI 82B: Other Commercial Insurance
Commercial Crime, Businessowners Insurance, Other
Commercial Coverages and Workers’ Compensation and
Employers’ Liability Insurance
AAI 82C: Specialized Insurance and Bonds
Specialty Property Insurance, Excess and Umbrella Liability
Insurance, Ocean Marine and Aviation Insurance and Surety
Bonds
AAI 83A: Principles of Agency Management
Agency Formation and Environment, Organizational
Management, Agency Management and Personal Production
Plans
AAI 83B: The Insurance Production Environment
Producer-Insurer Relations, Public Image of the Agency,
Agency Growth and Customer Communications, and Market
Segmentation and Target Marketing
AAI 83C: Agency Management Tools & Process
Managing the Automated Agency, Client Services
Management, Agency Financial Management and the
Producers’ Legal & Ethical Responsibilities
AAI Program Overview
Earning the AAI Designation
Registration Information
AAI Class Descriptions

2. AAI Schedule
SEGMENT A SEGMENT B SEGMENT C
AAI 81 Feb 28, 2012-Bellevue
April 24, 2012-Bellevue
June 5, 2012-Bellevue
AAI 82 Sept 11, 2012–Bellevue
Jan 18, 2012–Spokane
Nov 14, 2012-Bellevue
March 14, 2012-Spokane
Jan 29, 2013 - Bellevue
AAI 83
May 9, 2012–Spokane
July 11, 2012-Spokane
Sept 12, 2012-Spokane
*Exact location and driving directions will be sent with confirmation & book.
AAI Registration Form
Full Name: Licensed: Yes No
Designations: WAOIC#
Firm Name:
Address:
City/State/Zip:
Telephone: Fax:
Email:
Course/Segment/Date:
Registration Fee: Member: $160 per segment Non Member: $200 per segment
Payment Method:
Check payable to IPSC. Charge to: Visa MasterCard
Card # Expiration Date:
Cardholder Name___________________________Security Code(on back)______
Card Billing Address:
Cardholder Signature:
Mail to: IPSC, 11911 NE 1st Street, Suite B103, Bellevue, WA 98005.
Credit card payments: Fax to (425)649-8573 or email form to sscott@wainsurance.org.
For information: Call (425)649-0102 ext 224 or email sscott@wainsurance.org.
Cancellations received prior to 5 working days before class are refundable minus a $5 registration
service charge. Cancellations received within 5 working days of the program are subject to a 15%
cancellation charge. Books must be returned in an unused condition before a refund can be issued.