Accredited Advisor in Insurance (AAI)

In a joint effort of IIARI and the Insurance Institutes of America, the AAI designation program gives you a professional edge in the increasingly competitive insurance business.

This program is a three-part, nine course program that delves into every facet of operating an agency.  It provides significant insight into business law, finance, marketing, sales, insurance coverages and insurance agency operations.  The designation is highly recommended for agents, brokers, agency principals, producers, account managers and customer service representatives.


  • More cost effective and flexible than other programs.
  • Displays Professional Competency
  • Prepares you for both current and long-term career goals
  • Adds value to your role within the agency.

Getting Started:

Should I get my designation?

This program is recommended for intermediate or advanced agency staff including agents, brokers, agency  principals, producers, account managers and customer service representatives. 

Designation Requirements
In order satisfy the designation requirements, you must pass all nine (9) courses listed below in any order. There is not a time limit to completing these courses.

Ethics Requirement
All students must complete and pass the exam for Ethical Guidelines for Insurance Professionals Course in order to earn the designation.

Course Requirements:

AAI 81
A - Principles of Insurance
B - Personal Insurance
C - Commercial Property Insurance

AAI 82
A - Commercial Liability Coverage
B - Other Commercial Insurance
C - Specialized Insurance Bonds

AAI 83
A - Principles of Agency Mgmt
B - Insurance Production Environ
C - Agency Mgmt Tools/Processes