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AAI 87 - Agency Leadership & Strategic Alignment

This course is geared toward agency personnel who would like to develop into or gain better insight into leadership roles. Participants 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 discussed.

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. You must have earned the AAI designation in order to receive the AAI-M designation from taking this class and passing an exam.

  • The Aligned Organization
  • Cultivating Organizational Alignment
  • Employee Development
  • Managing Across Organizational Boundries
  • Creating Competitive Advantage
  • Strategic Agency Management
  • Relationship Management
  • Business Continuity Planning

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:  October 24, 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: 251096        Prometric Number: C37925


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