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
Attract and retain clients through tailored solutions and effective client support
Maximize technological solutions to manage your book of business and agency
Explore how to select insurer partners, how insurers evaluate agencies, and how to measure an agency’s success
Ready-Made Resume Skills:
- Data analysis
- Relationship management
- Business analysis
- Financial acumen
- Business acumen
Exam Prep Tools
AAI 302 comes with proven comprehensive study materials to help you take The Institutes Designations' exam with confidence:
- 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.
- 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.
- 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.
- 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.
Test yourself on key terms with flashcards to help you fit studying into your busy schedule.