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Designations

The IIABO is proud to offer three insurance designations.
 
 
 
 
 
Accredited Customer Service Representative (ACSR)
Earn the designation that distinguishes the service you deliver!

 Congratulations to our ACSR Designees!                                             
                                           
ACSR is an international designation program developed and administered by the Independent Insurance Agents and Brokers of America (IIABA) to promote and recognize the professionalism of customer service personnel in the insurance industry. With more than 13,000 designees, ACSR is the nation’s largest program of its kind.  The ASCR program trains front-line insurance personnel to understand coverages and analyze risks and exposures with top-notch instruction and cutting edge content.  These courses will help everyone in the office provide exceptional customer service by learning current, practical, up-to-date information that can be applied immediately in daily interactions with customers.  In addition, the program has been approved for continuing education credit for ACSRs who are licensed in the state of Oregon.
How Do I Earn the ACSR Designation?    
ACSR offers designations in both personal lines and commercial lines. The ACSR courses may be taken in any order. All course work must be completed within six (6) years from the first exam.  Students must pass the appropriate exams to satisfy requirements for each ACSR designation.
 
Personal Lines:  The candidate must complete a minimum of five modules and pass exams for the three personal lines technical module and two core modules. 
 
Commercial Lines:  The candidate must complete a minimum of six modules and pass exams for the four commercial lines technical modules and the two core modules.

ACSR Modules

     Personal Lines    
Module 1
Homeowners Insurance 
Module 2 Personal Automobile Coverages 
Module 3 Personal Lines Related Coverages 
Core Modules
 
Module 4 Errors & Omissions/ Loss Control
Module 5 Professional Development/Customer Service Skills
Commercial Lines  
Module 6
Commercial Property Insurance 
Module 7 Commercial Liability Insurance
Module 8 Commercial Automobile Insurance
Module 9 Commercial Lines Related Coverages
     
ACSR On-Line:  
Time away from the office is difficult to arrange so take advantage of the greater flexibility in scheduling, the reduced travel expense, self-directed study of ACSR On-Line.  12 On-Line modules are available. All ACSR guidelines apply.  Online ASCR classes are available through The Institutes. Here is the link: Insurance customer service representative training with Accredited Customer Service Representative (ACSR)
 
For help or more information, please contact Tyra at tyra@insureoregon.org 503.274.4000 ext 31.
 
 
The AAI® designation program gives you an edge in the increasingly competitive insurance business.
AAI.jpg
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
 
 
 
Recommended For
The AAI program is ideal for all agency staff including producers, customer service representatives, account managers, and support staff.
 
Designation Requirements
We designed the AAI program into (9) one-day classroom seminars:

AAI 81 - Foundations of Insurance Production

 
A– Principles of Insurance
B– Personal Insurance
C– Commercial Property Insurance

AAI 82 - Multiple-Lines Insurance Production:

 
A- Commercial Liability Insurance
B– Other Commercial Insurance
C– Specialized Insurance and Bonds

AAI 83 - Agency Operations and Sales Management

 
A– Principles of Agency Management
B– Insurance Production Environment
C- Agency Management Tools & Process
*It is best to take AAI 81 before taking AAI 82. AAI 83 may be taken at any time.
New Ethics Requirement: Completing the free online Ethical Guidelines for Insurance Professionals module is now a requirement of all associate designation programs.
 

Course Waiver Information

The AAI 81 (all segments) exam requirement is waived if:
  • You hold the IIA Certificate in General Insurance (AINS) OR
  • You have passed CPCU 553 or 555 , CPCU 551, and CPCU 552 OR
  • You hold the CIC designation (Download CIC waiver form »)
Insurance professionals holding the ACSR designation, are entitled to the following exam waivers:
If You Have Completed: ​ Is Waived
ACSR Modules 1, 2, 3, 4, 5, 10 & 1​1
​AAI 81B (Foundations of Insurance Production - Personal Insurance)
​ACSR Modules 4, 5, 6, 7, 8, 9 ​AAI 82A (Multiple-Lines Insurance Production, Commercial Liability Insurance)
 
Contact The Institutes at 800.644.2101 for details on these waivers.
 

Exam Information AAI 81/82/83, Segments A,B,C: Immediately following each class, a multiple-choice, paper exam will be given.

  • Students have one hour to complete each exam
  • Exam retake fee is $35 per exam
 
Environmental Strategist Logo.jpg 
 
 
PROVIDER:  Environmental Strategist, Inc.
 
COURSE TITLE:  Managing and Transferring Environmental Exposures To Drive Growth and Profits
 
LINES OF INSURANCE:  Commercial Property and Casualty
 
COURSE TIME:  4 - One Hour Courses (excluding test)
 
COURSE PURPOSE: Every business is impacted by environmental exposures.  Environmental Strategist will coach participants how to manage and transfer environmental exposures to reduce or eliminate the impact an environmental liability can have on a business.  As an insurance professional, if you are not discussing environmental insurance with your client’s, when they experience an environmental loss, your E&O insurance may be the only coverage they have.
 
Environmental Strategist will educate participants on:
 
Part 1 Goal:  Make seminar participants aware of the environmental exposures that impact businesses and how to manage them.
 
Part 2 Goal:  For environmental exposures you can’t manage can you transfer them via an insurance product/s.  In session #2, seminar participants will learn about each environmental insurance product available in the market place.
 
Part 3 Goal:  The insurance professional now understands the environmental exposures impacting their clients and how to manage and transfer them.  Now the insurance professional needs to be able to educate their clients’ so they can determine if environmental risk management and insurance can add value to their business model.  In session #3 we review various environmental Risk Assessments (eRA) developed by eS to get the insurance professional and their client on the same page about the environmental exposures impacting their operations.
 
Part 4 Goal:  The environmental Strategist has now educated their client on the benefits environmental risk management can offer their business model and the client has decided sustainability can add value to their business model to better compete in today’s transparent business environment.  Session #4 shows insurance professional how to assist their client’s on their sustainable path by developing and executing their environmental management strategy.
 
Although, these sessions are individual programs for CE filing purposes, the 25% bundle discount will not apply unless all 4 parts are purchased at the same time and the viewer must successfully complete all 4 parts to be eligible to take the designation testing!