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AAI 302: Growing a Book of Business

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Develop the skillset required to maintain and build a book of business. Examine methods to attract and retain clients, target coverage solutions, and use current technological solutions to your advantage. Understand how to measure success as an agent and leader.

Skills You'll Gain

 checkmark Attract and retain clients through tailored solutions and effective client support

 checkmark Maximize technological solutions to manage your book of business and agency

 checkmark Explore how to select insurer partners, how insurers evaluate agencies, and how to measure an agency’s success

Ready-Made Resume Skills:

  • Persuasion
  • Data analysis
  • Relationship management
  • Sales
  • Business analysis
  • Financial acumen
  • Business acumen


Assignment 1:
Understanding the Agency Relationship
Assignment 2:
Attracting and Retaining Clients
Assignment 3:
Tailoring Products to Markets
Assignment 4:
Maximizing Information Technology
Assignment 5:
Effectively Supporting Clients
Assignment 6:
Measuring an Agency’s Success
Study Plan

Exam Prep Tools

AAI 302 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.

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