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Designations

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Designations


Show your industry know-how by earning and maintaining a designation. Big I NY is excited to offer two options, AAI and ACSR.

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Jim Lombardo, CPCU, AAI, AIM, MBA
AVP of Learning & Development
jlombardo@biginy.org
800.962.7950 EXT: 226
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AAI

Big I NY and Big I CT will no longer be the CE provider for the AAI series. The Institutes has taken over this program in its entirety.

Accredited Adviser in Insurance

A combined effort of Big I New York and the Insurance Institute of America, the AAI® designation program gives you an edge in the increasingly competitive insurance business. It is more cost-effective and more flexible than other comparable programs. Plus, there is no annual update required to maintain your designation!

By completing the program you will learn practical information you can use right away, including how to:

  • avoid E&O claims
  • increase your commission
  • enhance your knowledge of policies and coverage
  • develop more effective sales technique
  • learn the language of underwriter
  • improve agency workflow
  • serve your customers better

ACSR

Personal Lines
 The CSR must complete five days (or self-study courses) of training and pass exams for the three personal lines technical modules:

  • ACSR 1 - Homeowners
  • ACSR 2 - Auto
  • ACSR 3 - Related Coverages

And the two core modules:

  • ACSR 4 - Agency Errors & Omissions
  • ACSR 5 - Professional Development and Account Management

Plus, the ethics requirement:

  • Ethical Decision Making in Risk and Insurance

Commercial Lines
The CSR must complete six days of training (or self-study courses) and pass exams for the four commercial lines technical modules:

  • ACSR 6 - Property Coverages
  • ACSR 7 - Liability
  • ACSR 8 - Auto
  • ACSR 9 - Related Coverages

And the two core modules: 

  • ACSR 4 - Agency Errors & Omissions
  • ACSR 5 - Professional Development and Account Management

Plus, the ethics requirement:

  • Ethical Decision Making in Risk and Insurance


Life/Accident/Health

The CSR must pass exams for the three life and health modules:

  • ACSR 10 - Life Insurance
  • ACSR 11 - Retirement Planning
  • ACSR 12 - Disability and Health

And the two core modules:

  • ACSR 4 - Agency Errors & Omissions
  • ACSR 5 - Professional Development and Account Management

Plus, the ethics requirement:

  • Ethical Decision Making in Risk and Insurance


Exam information

 

SELF STUDY OPTION

» Order Self-Study Courses Online (through The Institutes)

FIND AN ACSR CLASS

Designation Requirements

Each ACSR module is taught as a series of one-day seminars which may be taken in any sequence or as self-study courses. There are no recertification requirements once the designation is achieved.


ACSR OF THE YEAR

The Big I NY ACSR of the Year Award was formed to acknowledge the crucial value that the customer service representatives bring to the independent agency system and the millions of customers they serve. Providing and delivering superior customer service is one of the most important things that any agency can do to enhance its value to customers. The nomination process to recognize a deserving team member begins in April.