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Designation Programs Offered

 
 

 

 
​​The comprehensive Associate in Insurance Account Management (AIAM) professional designation is the only non-technical customer service account designation approved by IIABA's Best Practices Council.
The web-based curriculum is geared toward helping account representatives and managers obtain the needed skills to provide the best service possible to clients. This leads to improved customer satisfaction, which increases account retention.
AIAM designation details
  • The AIAM designation is conferred upon candidates who complete all 12 sections and successfully pass an open-book exam.
  • Classes are offered in a convenient webinar format and cover such topics as customer service skills, negotiation skills, leadership, the psychology of customer relationships, conflict resolution, telephone skills, stress management, workflow habits, ethics, and more. Each class is self-contained and may be taken in any order. There is no time limit for completing the AIAM designation.
  • All sections have been approved for CE in Oklahoma.
  • There is no annual update requirement once you attain this designation.
AIAM 110 - Understanding Insurance Consumer Needs - The Communication Jungle
AIAM 120 - Customer Service Part 1
AIAM 120 - Customer Service Part 2
AIAM 210 - Mastering Time
AIAM 220 - Organization Workflow​
AIAM 310 - Negotiating Conflicts
AIAM 320 - Professional Relationships in the Insurance Agency
AIAM 410 - How Not to Get in Trouble With Your Mouth (E&O)​
AIAM 420 - The Write Stuff
AIAM 510 - How Ordinary People Get What They Want From the Government
AIAM 520 - Leadership is Everyone's Job
AIAM 610 - Ethics for Consumer Protection
AIAM 620 - Changing Attitudes/Creating Opportunities

The Certified Insurance Counselors (CIC) Program has been the insurance industry's premier, proven source for practical, real-world education since 1969. According to the Producer Profile publication, commercial lines producers with the CIC designation earn 30% more than those without the designation. CIC institutes are available in major cities throughout the U.S. and Puerto Rico. Each institute includes 20 hours of instruction and is designed to cover important aspects of the insurance industry. An optional exam is given at the end of each institute for those seeking the designation.

Customize your education and choose five of the following six options to earn your CIC designation. All options are approved for state continuing education credit.

  • Personal Lines
  • Commercial Casualty
  • Commercial Property
  • Life & Health
  • Agency Management
  • Commercial Multiline (a new CIC option coming in 2017)
  • Choose one CRM or CPRM course
Preparing for CIC  (Download Reading Material)

Interested in becoming a faculty member? 
Read more to find out how.

If your organization is sending a number of people to outside training, you can achieve considerable savings by bringing training in-house. Contact us for more details! 


After three decades of continuing educational excellence, the CISR Program offers an ever expanding array of practical, skill-building opportunities. An inspiring professional faculty, nine ONE-DAY courses to choose from, and a curriculum that's tailored to your role and region--all these benefits make the CISR Program a truly superior education choice. To earn the CISR designation, you must complete any five of the nine courses and pass the five exams within three years.

All CISR courses are approved for state CE credit and are available in the classroom and online. An optional exam is given at the end of each course, in classroom or online, for those seeking the designation.

CISR courses:

  • Commercial Casualty I – CGL, Additional Insureds
  • Commercial Casualty II – BAP, WC, Excess Liability
  • Insuring Commercial Property
  • Insuring Personal Residential Property
  • Insuring Personal Auto Exposures
  • Personal Lines - Miscellaneous
  • Agency Operations
  • Life & Health Essentials
  • Elements of Risk Management

Please Note: If you completed the Insuring Commercial Casualty Exposures course (available prior to Commercial Casualty I and Commercial Casualty II), you may earn the CISR designation or CISR Elite status by passing either Commercial Casualty I or Commercial Casualty II, but not both.

After you earn the CISR designation, an update is required each year to keep your education current and to maintain your CISR designation. If you choose to update by attending one of the remaining four CISR courses (see note above) you will be on your way to achieving the CISR Elite distinction. Once you’ve completed and passed all nine CISR courses (the first five courses within three years and the remaining four courses within an additional three years), you will earn the highest recognition for those in customer service anywhere. With this new status, CISR Elites will receive a new pin, a special diploma, and recognition at a conferment ceremony.

Reading Guide - Prepping for Class

Arrangements can also be made to bring CISR courses in-house. That’s when we bring our programs to you at a location of your choosing. Contact us at 800-633-2165 for more information. If your organization is sending a number of people to outside training, you can achieve considerable savings by bringing training in-house.

Interested in becoming a faculty member? Read more to find out how.

The Certified Risk Managers (CRM) designation demonstrates that you are knowledgeable in all areas of managing risks, hazards, and exposures.
Available in the classroom and online, the courses provide you with an in-depth knowledge about today’s highest priorities – identifying, analyzing, controlling, financing, and administering operational risks – as well as political risks, catastrophic loss exposures, third-party exposures, fiduciary exposures, employee injury exposures, juridical risks, legal risks, and more – whether insurable or not. The skills you learn will make you more proactive and valuable to your organization in discovering how risks can interrupt the flow of earnings and how to protect against it.
The five CRM courses are:
  • Principles of Risk Management
  • Analysis of Risk
  • Control of Risk
  • Financing of Risk
  • Practice of Risk Management
Each course is 2-½ days of instruction, followed by an optional exam. Any eligible individual may attend classes without taking the examinations or working toward the designation.
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