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AAI 83: Agency Operations and Sales Management

Resource Material: ID# 1001002
About This Course:
This course provides an introduction to insurance agency operations and the business of insurance.

This concise and focused study guide is an executive summary of the textbook (provided by The Institutes) and includes the following topics:

  • Agency Formation and Environment
  • The Management Function
  • Agency Sales Management
  • Personal Production Planning: Time Management; Selling the Underwriter
  • Producer-Insurer Relations
  • Agency Advertising and Public Relations
  • Agency Growth and Customer Communications
  • Market Segmentation and Target Marketing
  • Agency Automation
  • Managing Client Services
  • Agency Financial Management
  • Legal and Ethical Duties; Professionalism

You also will receive a Bonus Book containing:

  • Definitions of Key Words and other relevant definitions
  • Answers to Review Questions

Our materials summarize and outline the fundamental concepts of the program, and provide you with to-the-point, time-saving executive summaries to maximize your learning, retention, and pass rates.

In fact, surveys from our customers demonstrate the exceptional value of our program. Specifically, candidates report that:

  • Our Course Guides covered virtually everything on their exams
  • They spent significantly less time preparing for their exams
  • They attained much higher pass rates – 84.6% - compared to other preparation methods!

Testimonials

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- Charles Boornazian

In the past 2 1/2 years I have completed the AINS, API, AIS, and CPCU. I previously had completed INS 21 and 22 before using your study method; I began using The Burnham System with INS 23. I must say that your program with guaranteed results definitely works. In today's society it is very refreshing to receive and use a product that is better than the promise. Your system minimized my study time, which allowed me to focus on the key points. The cost versus results is immeasurable. I appreciate your contribution to the industry,
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Note: This course is required for the AAI program and an elective for the AMIM designation. It may be taken independently for professional development or in conjunction with other courses to earn the AAI or AMIM designations. Click on either hyperlink for a full description of that designation.
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AAI 83: Agency Operations and Sales Management
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