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AIO 102: Navigating Insurance Policy Administration

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Overview

Overview

Gain the in-demand skills that employers are looking for so you can better support your organization and your clients. Through this course, you will learn how to increase efficiencies in insurance policy processing, assist in more accurate premium calculations with insight into pricing models and forecasting, and strengthen collaboration with key stakeholders through clear and decisive communication.

6-9 HOURS
Foundational

Skills You’ll Gain

checkmark Streamline your efforts and better prepare commercial account submissions to ensure thorough and complete client transactions.

checkmark Build working relationships with internal and external stakeholders to better achieve client objectives and strengthen collaboration across teams.

checkmark Ensure new and existing policies are clear and accurate to help prevent costly oversights.

checkmark Communicate clearly and effectively to improve client satisfaction by enhancing overall response times and issue resolution.

Ready-Made Career Skills:

  • Insurance Policies
  • Customer Service
  • Property and Casualty Insurance
  • Communication
  • Teamwork
  • Cross-Organization Collaboration

Assignments

Assignment 1:
Preparing Commercial Account Submissions
40 Minutes
Assignment 2:
Connecting With Insurers
20 Minutes
Assignment 3:
Collaborating With Agencies
15 Minutes
Assignment 4:
Working With a New Policy
30 Minutes
Assignment 5:
Renewing the Policy
20 Minutes
Assignment 6:
Pricing and Forecasting
40 Minutes
Assignment 7:
Servicing Customer Accounts
40 Minutes
Assignment 8:
Providing Quality Customer Service
25 Minutes
Assignment 9:
Building Working Relationships
20 Minutes
Assignment 10:
Enhancing Professional Communication
30 Minutes
Study Plan

Exam Prep Tools

This course comes with proven, comprehensive study materials to help you take The Institutes Designations’ exam with confidence:

  • Interactive Online Course: Learn at your own pace through a structured learning experience and modules featuring animations, video, question/answer scenarios, and more.
  • Mobile App: A flexible and convenient way for you to assess your understanding anytime, anywhere.
  • Practice Questions: Test your understanding throughout the course with knowledge checks and exam practice questions designed to reinforce key concepts, identify areas for review, and help you prepare with confidence.
  • Simulated Exam: Strengthen your readiness using a timed exam that mirrors the structure and difficulty of the actual exam. Students who complete the simulated exam pass at higher rates than those who don't.
  • Study Outlines: Reinforce your learning with study outlines designed to help you take notes and review the material as you progress through the course, with the option to print.
  • Resources: Take advantage of optional learning resources to reinforce your understanding and support your personal study routine.

Try AIO For Free!

Sample the new AIO in just 30-45 minutes to make sure it's the right fit for you!

FAQ

FAQs

  1. Does this course give me credit toward The Institutes Designations?
    • Yes! AIO 102 gives you credit toward the Associate in Insurance Operations (AIO) designation.
  2. How long does the course take?
    • AIO 102 typically takes students 6-9 hours to complete.
  3. How is The Institutes Designations' exam structured?
    • Virtual exams are timed. You will have 65 minutes to complete 50 questions.
  4. How do testing windows work?
    • We offer The Institutes Designations' exams in 4 testing windows throughout the year.* You can complete your exam at any time in the testing window that you registered for. Access your exam from your account when the window opens and complete any time until 11:59 p.m. ET on the final day of the window.
      • Quarter 1: January 15 – March 15
      • Quarter 2: April 15 – June 15
      • Quarter 3: July 15 – September 15
      • Quarter 4: October 15 – December 15

*Exam windows that close on a weekend will be extended to the following business day.