Do You Know the Answer to MAIA's Question of the Day?

Consumer Advertising Campaign on Target to Launch in September: Complete Your Profile Today ...

Agent/Consumer Testimony Needed Immediately MAIA needs to hear from you!

SERVICES

Company Rate Filings for Auto
MAIA's Review of Company Rate Filings for Auto

JOB CENTRAL - JOB BANK
Career Resource Center

Heartland Payroll Solutions
MAIA's endorsed provider for payroll services...

On-Line / Self-Study Options
CE through online platforms

DocuSign...esignature solution
IIABA endorsed product


 

Accredited Adviser in Insurance (AAI)

The Accredited Adviser in Insurance (AAI) Designation gives you the tools you need to establish a clear professional advantage in the marketplace and fulfill your commitment to customer service. In today's increasingly complex property-casualty insurance marketplace, only producers with in-depth insurance knowledge and a strong focus on customer service have a competitive edge. In just 9 one-day seminars, you can earn the AAI Designation!

How to Earn the AAI Designation:

Each AAI Course (AAI 81, 82 and 83) is broken into three segments - A, B & C.
  • Attend all three segments for each part - ONLY 9 one-day seminars in all!
  • At the end of each classroom segment, a 30 question multiple choice exam will be given.
  • When you successfully complete all 9 segments and pass the corresponding exams, you will earn the AAI Designation!
  • Starting in 2011, completing the free online Ethical Guidelines for Insurance Professionals (Ethics 311) is a requirement of all The Institutes' associate designation programs (AAI, AIC, ARM, AU, etc.). This requirement applies to anyone who completes an Institutes' designation after December 31, 2010. 
    Click here to visit their website and learn more.


    Once payment is received, AAI books will be shipped in ADVANCE of scheduled class.  Self-study is RECOMMENDED because of the volume of information covered in each class.

    TUITION: $196.00/member $296.00/non-member
    If you work for a Massachusetts employer and are a member of MAIA, you can apply for Massachusetts Workforce Training Funds to pay for your AAI Designation. Learn more...NOW!
    REGISTRATION: 7:30 a.m.
    CLASS TIME: 8:00 a.m. to 3:30 p.m.
    EXAM: 3:30 p.m. to 4:30 p.m.
    The exam is optional. You will receive the CEUs without taking the exam. You are required to take and pass the exam if you want to receive the designation.
    If you fail the exam, to re-take the class is $116.00.
    To re-take an exam is $50.00.
Photo ID: You must present a photo ID to the registrar at all program locations.

Cancellation/Refund Policy:
Cancellations received ANYTIME prior to the scheduled class will incur a $116.00 fee.
However, one (1) free substitution or one (1) class transfer within a calendar year is permissible. All future transfers will result in a $116.00 fee. Failure to transfer or substitute within fourteen (14) business days prior to the scheduled class will result in a $116.00 penalty fee. Failure to take any action and being a 'no show' at class will result in the loss of the full registration.

Update Requirement:
There is no annual update requirement although continuing education is encouraged.
Learn More About the AAI Self-Study Option
Registration Options

We've implemented a secure system for registration and now
only accept credit cards for web registrations.



      
REGISTER BY PHONE:
800-742-6363
508-634-2900

REGISTER BY FAX:
(508) 634-2930
New Class AND New Designation for AAI Completers!
Earn the Accredited Adviser in Insurance -- Management Designation (AAI-M) by completing just one more course -- AAI 87 Agency Leadership and Strategic Alignment.

This new course is not a requirement of the AAI designation; however, if you are an AAI designee and pass AAI 87, you will earn the NEW AAI-M designation!

Exam: The multiple choice exam is optional; however, if you are pursuing the AAI-M designation, it is mandatory and will be given at the conclusion of the seminar.

AAI 81A - Principles of Insurance
An overview of the Insurance business including principles, nature and organization as well as legal issues, risk management and insurance sales & account development.

AAI 81B - Personal Lines
Includes homeowners, dwelling, flood, personal auto, miscellaneous vehicles, inland marine, aviation, and personal umbrella. In addition… personal financial products, social security and various life insurance products will be examined.

AAI 81C - Commercial Property
Includes building and personal property coverage forms, business income coverage forms, causes of loss forms and several commonly used inland marine policies.

Course Waiver Information:
The AAI 81 (segment A, B and C) exams will be waived if student meets one of the following criteria:
  • If you have passed AINS 21, 22, and 23, the AAI 81 exam requirement is waived.
  • If you have passed CPCU 551, 552, and 553; or if you have passed CPCU 551, 552, and 555, the AAI 81 exam requirement is waived.
  • If you have completed Accredited Customer Service Representative (ACSR) courses 1, 2, 3, 4, 5, 10, and 11, the AAI 81B segmented exam requirement is waived.
  • If you have completed Accredited Customer Service Representative (ACSR) courses 4,5,6,7,8, and 9, the AAI 82A segmented exam requirement is waived.
  • A waiver is available for AAI 81 if you hold the CIC designation. To apply for this waiver, use this waiver form.
  • NOTE: Non-Institute courses or designations are subject to a $150 application fee per waiver.
  • To request credits, download the Institute Academic Credit Request Form.

AAI 81A class is finished for 2016 - Call Association Education at 1-800-742-6363 for future scheduling.


AAI 81B class is finished for 2016 - Call Association Education at 1-800-742-6363 for future scheduling.


AAI 81C class is finished for 2016 - Call Association Education at 1-800-742-6363 for future scheduling.


AAI 82A - Commercial Liability Insurance
Includes occurrence and claims made liability policies and their popular endorsements, commercial auto, garage and truckers policies.

AAI 82B - Multi Lines - Other Commercial Insurance
Includes Commercial Crime, Business Owners and Farm Insurance, Workers Compensation and various other miscellaneous commercial coverages including business life insurance.

AAI 82C - Specialized Commercial Lines
Includes specialized property coverages, commercial umbrella, ocean marine and commercial aviation coverages. In addition, the various types of surety bonds will be examined for proper use and coverages provided.

AAI 82A class is finished for 2016 - Call Association Education at 1-800-742-6363 for future scheduling.


AAI 82B class is finished for 2016 - Call Association Education at 1-800-742-6363 for future scheduling.



DATE  GL NUMBER CLASS NAME CITY CEUs
6/28/17 251092 AAI 82C - Specialized Commercial Lines Milford, MA 8
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State


AAI 83A - Principles of Agency Management
You'll learn about the formation and environment of an agency, organizational management, sales management and personal production plans including time management and negotiating skills.

AAI 83B - Agency/Company Relations
You'll get a closer look at the relationship between producer and insurer, ways of developing the public image of your agency and how to handle agency growth and customer communications. You'll also discover the work of market segmentation and target marketing.

AAI 83C - Agency Financial Management
The ins-and-outs of agency management as it relates to automation, client service financial management and the producer's legal & ethical responsibilities.


DATE  GL NUMBER CLASS NAME CITY CEUs
9/25/17 251093 AAI 83A - Principles of Agency Mgmt Milford, MA 8
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State



DATE  GL NUMBER CLASS NAME CITY CEUs
10/18/17 251094 AAI 83B - Insurance Production Environment Milford, MA 8
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State



DATE  GL NUMBER CLASS NAME CITY CEUs
11/29/17 251095 AAI 83C - Agency Mgmt Tools Milford, MA 8
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State



AAI 87 - Agency Leadership and Strategic Alignment
Learn new leadership skills that will help align your agency's operations with its organizational goals. The course is written from an agency perspective and is designed to help agency professionals develop in a leadership role. Candidates will learn to apply strategic decision making, marketing and communications to gain a competitive advantage and maintain strong relationships with clients, insurers and other partners. New techniques to improve agency financial results through strategic risk analysis and effective portfolio management will also be covered.

DATE  GL NUMBER CLASS NAME CITY CEUs
10/24/17 251096 AAI 87 - Agency Leadership & Strategic Alignment Milford, MA 8
CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State



Registration Form
Name:  
Agency/Company:  
Street:  
City, State, Zip:  
Phone:  
e-mail:
 
Class Date:  
Location:
 
GL Number:  
Class Topic:
 
STATE REQUIREMENT
Do You Need CEUs?
Yes  No IF YES... Resident Producer
License #:
Resident State
Licensed In:
PAYMENT OPTIONS:
Make check payable to: MAIA, 91 Cedar Street, Milford, MA 01757
Credit Card: Amex  Mastercard Visa
Name:  
Card Number:  
CSV#:  
Expiration Date:  
Amount:  
CC Billing Address:  
Signature:  
  Mail to MAIA or Fax to (508) 634-2929......Thank you for your business!