achievementadvance-careeralert-bluealert-grayalert-redalert-whitealertarchery-boardarrow-downarrow-rightarrow-uparrows-clock-flatarrows-clockbeginblue-trophybriefcase-flatcalendar-clockcalendarcart-iconWhat You Walk Away Withceucheckchecklistcheckmarkchevron-down-graychevron-down-whitechevron-downchevron-left-thinchevron-leftchevron-right-thinchevron-rightchevron-upcircle-closeclipboard-clockclosecompleted-ribbon-flatcompleted-ribboncompletion-time-flatcompletion-timecourse-time-flatcustomerdesktopexpandfree-course-flatfree-courselevel-flatlevellight-bulb-flatlive-courselivemap-markernotificationonline-courseonline-learning-grayonline-learningpdfphoneplay-buttonpluspreorderpricingquote-close-darkquote-closequote-open-darkquote-openrocket-flatrocket-uprole-agents-brokersrole-claimsrole-customer-servicerole-data-scientistsrole-risk-managementrole-underwritingsearch-barsearchskills-flatskillsstarstopwatch-flatstopwatchtarget-flattimertool-tiptrophy-flattrusted-flattrustedvertical-certificatevirtual_certificate_flatvirtual-exam-grayweight-balance

All-New Accredited Adviser in Insurance-Management (AAI-M™)

A confident manager stands with her arms crossed in front of her employees

Build skills vital to become an effective team leader and manager of a thriving agency as you earn your AAI-M.

Highlights of the AAI-M designation include:

  • Enhance retention through effective career paths and succession planning.
  • Implement organizational change with minimal resistance.
  • Create a cohesive in-person or virtual team through culture and common goals.
  • Build and optimize customer and insurer relationships.
  • Create agency growth and achieve objectives with strategic decision making.
  • Manage strategic partnerships including mergers, acquisitions, and strategic alliances.
  • Mitigate business risk through increased agency resilience.
Earn Your AAI®
Master skills to grow your business, cultivate relationships, and build a deeper understanding of coverage options.
One AAI-M Course
Develop skills to lead a cohesive team and vital, strong agency.
Congrats!
You’ve earned your AAI-M designation!
Show Off Your Badge
Display your AAI-M digital badge with pride in your email signature and social media profiles!

Build skills you’ll apply immediately as you earn your AAI-M.

Program highlights:

  • Earn your AAI designation
  • One AAI-M course
  • 1-3 months to complete after earning your AAI
  • 100% online courses
  • Virtual exams for all courses
  • Mailed diploma upon program completion
  • Digital badge upon program completion

Earn your AAI-M after completing three AAI focused courses, one AAI-M core course, and an ethics course. Arrange your courses around your schedule – with our 100% online delivery, our courses are accessible when you want, where you want.

Prerequisites:

AAI-M Core Course:

Ethics:

  • Enhance retention through effective career paths and succession planning.
  • Implement organizational change with minimal resistance.
  • Create a cohesive in-person or virtual team through culture and common goals.
  • Build and optimize customer and insurer relationships.
  • Create agency growth and achieve objectives with strategic decision making.
  • Manage strategic partnerships including mergers, acquisitions, and strategic alliances.
  • Mitigate business risk through increased agency resilience.

AAI-M Designation

Total Requirements:
3
Average Completion Time:
15-18 Months
Designation Credly Badge

Currently Enrolled in Accredited Adviser in Insurance-Management (AAI-M)?

You may complete your AAI-M through the previous path if you enrolled in AAI 87 or purchased the AAI 87 exam before July 11, 2022. If you have not enrolled in AAI 87 or purchased the AAI 87 exam before July 11, 2022 you must complete your AAI-M with AAI 330.

The course materials for the current AAI-M course, AAI 87, are expired as of July 11, 2022, and not available for purchase. The exam for the current AAI-M course, AAI 87, is expiring. The deadline to purchase the exam is December 1, 2022. The deadline to test on expired materials is December 15, 2022.

To earn the AAI-M designation through expired AAI-M courses, students must also complete all of the requirements below within this designation path before December 15, 2022:

  • 3 Prerequisite Courses: AAI 81, 82, 83
    • Exams passed for all three segments by 12/15/2022. No partial credit for one or two completed segments.
  • 1 Core Course: AAI 87
  • Ethics 311 or 312

If you are enrolled in AAI 87, contact Customer Success to purchase the exam for AAI 87:

Email: CustomerSuccess@TheInstitutes.org

U.S. and Canada: (800) 644-2101

Outside the U.S.: (610) 644-2100

You’ve got questions, we’ve got answers:

A closeup of hands on a laptop keyboard typing

We want to help you succeed!

If you have questions give us a call or send us an email.

 

Email: CustomerSuccess@TheInstitutes.org

U.S. and Canada: (800) 644-2101

Outside the U.S.: (610) 644-2100