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AAI 301: Becoming a Successful Insurance Agent

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Master essential skills key to becoming a successful insurance agent. Deepen your understanding of your role as an agent and how to best serve your clients, work with carriers, and manage clients’ risks.

Skills You'll Gain

 checkmark Understand the agent’s role in an agency as well as to clients and carriers

 checkmark Develop strategies to cultivate relationships with personal and commercial clients

 checkmark Enhance negotiation skills vital to agents when working with clients and carriers

 checkmark Assess and recommend strategies to manage your clients’ risks.

Ready-Made Resume Skills:

  • Data analysis
  • Relationship management
  • Negotiation
  • Risk analysis
  • Contract analysis
  • Analytical reasoning
  • Business acumen


Assignment 1:
Understanding a Producer’s Role
Assignment 2:
Becoming a Successful Producer
Assignment 3:
Assessing Your Clients’ Risks
Assignment 4:
Managing Your Clients’ Risks
Assignment 5:
Understanding How Insurance Policies Function
Assignment 6:
Providing Coverage Solutions
Study Plan

Exam Prep Tools

AAI 301 comes with proven comprehensive study materials to help you ace your exam with confidence:

  1. Printable Study Outline
    The study outline provides a summary of the course content and review questions to help you test your knowledge of each assignment as you move through the course.
  2. Practice Quizzes
    Quickly see where your knowledge gaps are with online practice quizzes for each assignment and for the full course. And bonus – take them as many times as you want.
  3. Simulated Exam
    Designed to give you the full experience of your final exam, the simulated exam is a timed exam that you can only take once. It mimics the exam structure and level of questions you’ll find on the actual exam. Students who take their Institutes simulated exam pass their exams at higher rates than students who don’t.
  4. Discussion Boards
    Better understand how key concepts apply to real-life, professional experiences by connecting, gaining tips, and sharing best practices with others in your field.
  5. Flashcards
    Test yourself on key terms with flashcards to help you fit studying into your busy schedule.


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CE Information

What You Need to Know About Continuing
Education Credits

The new AAI exams are in the process of being filed for CE credit. You can sign up for any AAI course now, start studying, and prepare for your exam. If you will want to earn CE credits for passing your course exam do not take the course exam prior to the exam being approved in your state.

If you will want to request CE credits for passing your AAI course exam, let us know and we will contact you when the exam for the course you selected is approved for CE in your state. You can also monitor the status of your selected course exam on our website.

Let me know when CE is approved in my state!


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