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AIS 25: Delivering Insurance Services

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Improve your overall productivity and efficiency by learning how to identify and improve key business processes within your organization. Through this course, you will learn how to optimize your efforts in a customer-first way that is also in support of company goals, effectively measure organizational performance, and more.


checkmark Better understand customer expectations to maintain a customer-centric approach throughout all of your efforts.

checkmarkAnalyze and understand your organization’s structure so you can optimize your efforts in alignment with company goals.

checkmarkLeverage process improvement tools and better collaborate with co-workers to enhance productivity throughout your organization.

checkmarkEffectively measure organizational performance so you can identify opportunities to optimize business processes.

Ready-Made Career Skills:

  • Customer Satisfaction
  • Business Analysis
  • Process Improvement
  • Increase Productivity
  • Collaborative Work


Assignment 1:
The Nature of the Insurance Business
20 Minutes
Assignment 2:
Customer Identification
15 Minutes
Assignment 3:
What Customers Want
35 Minutes
Assignment 4:
The Voice of the Customer
15 Minutes
Assignment 5:
Key Processes
20 Minutes
Assignment 6:
The Process Improvement Model
20 Minutes
Assignment 7:
Process Improvement Tools
25 Minutes
Assignment 8:
Leadership, Teamwork, and Organization Structures
25 Minutes
Assignment 9:
Checking on Progress
10 Minutes
Study Plan

Exam Prep Tools

AIS 25 comes with proven, comprehensive study materials to help you pass The Institutes Designations' exam with confidence:

  1. Online Course, Textbook, and Course Book: Learn in the format that works best for you depending on the course package you choose.
  2. Practice Quizzes: Quickly see where your knowledge gaps are with online practice quizzes for each assignment and for the full course. You can take them as many times as you want!
  3. Flashcards & Review Notes: Test yourself on key terms and topics for each assignment with flashcards and review notes that help you fit studying into your busy schedule if you select the recommended or standard course package.


  1. Does this course give me credit toward The Institutes Designations?
    • Yes! AIS 25 gives you credit toward the Associate in Insurance Services (AIS) designation.
  2. How long does the course take?
    • AIS 25 typically takes students 6-8 weeks to complete.
  3. How is The Institutes Designations' exam structured?
    • Virtual exams are timed. You will have 65 minutes to complete 50 questions.
  4. What’s included in my course materials?
    • Your course materials include an online course, assignment quizzes and practice exams. Depending on the package you choose, you may also receive a printed course book and textbook as well as flashcards and review notes.
  5. 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