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AAI 83C - Agency Mgmt Tools

This program is geared towards students who want to gain the tools necessary to establish a clear professional advantage in the marketplace and fulfill your commitment to customer service. This course is designed to give insurance professionals the knowledge they need to succeed in the complex Property & Casualty marketplace. This particular course includes information about the ins-and-outs of agency management as it relates to automation, client service financial management and the producer's legal & ethical responsibilities.

This course is part of a National Designation program called the Accredited Adviser in Insurance (AAI) program. Each program can certainly be taken as a standalone class, but if you are interested in seeing the courses involved and earning the designation, that information can be found HERE.

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

Read Class Reviews...
The instructor was excellent as always - I learned alot!
J. Walsh, Homer T Brown Ins, 2014

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.

Late Registrants: Please call 48 hours in advance of a class to ensure availability. A $10 charge will be added to all walk-ins and registrations received within 24 hours of the class.

Date:  November 29, 2017

Time:  8:00 AM – 4:30 PM

Please call 48 hours in advance for availability. A $10.00 charge will be added to all registrations received within 24 hours of class.
Location:        Association Headquarters
                        91 Cedar Street
                        Milford, MA 01757
                        Phone:  508-634-2900

Price: $196.00 members / $296.00 non-members

CEUs: 8 – please note that CEUs need to be added to your order when you check out.

GL Number: 251095        Prometric Number: C52351


CEU Key:
S- Massachusetts CE credits applied for
V- CEUs Vary by State
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