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AIAM 1 - Understanding Insurance Customer Needs/Best Practices in Customer Service

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AIAM 1 - Understanding Insurance Customer Needs/Best Practices in Customer Service

Thursday, April 4, 2024 (8:30 AM - 3:30 PM) (EDT)


The Associate in Insurance Account Management Designation (AIAM) is a comprehensive six-part program that focuses on the non-technical skills needed by insurance agency staff in order to provide excellent customer service to their clients. The curriculum is presented in a live WEBINAR environment and instructed by trained facilitators.  Each day consists of two topics that are vital to successful and professional customer service. 

The AIAM designation is an approved Best Practices program. The IIABA’s Best Practices originated in 1993 as an initiative to help independent agencies build value and improve the performance of their agencies. This not only increased the value of the agency, but by assuring the agencies survival, provided an important consumer protection.

After completion of the six (non-consecutive) parts of AIAM, the students can complete an OPEN BOOK examination to earn the designation. NO TEST IS REQUIRED FOR CE CREDIT. 

AIAM 1  Understanding Insurance Consumer Needs and Best Practices in Customer Service

Understanding Insurance Consumer Needs
Examine how personalities affect the office, how to recognize your co-worker’s and customers personality and communications styles so you can increase effectiveness in the service provided.

Best Practices in Customer Service
Determine why service matters and why it is never enough. Students will learn how to build and maintain efficient and effective levels of service.

CANCELLATION POLICY: No refund for cancellations within 10 business days of a class. Changes made within 10 business days of the class will incur a $45 processing fee. Substitutions are permitted with prior written notification. If you do not attend, and do not notify IIABSC 24 hours prior to the seminar, you will not be allowed to transfer your registration fee and will not receive a refund.  All cancellations and transfers must be submitted in writing

IIABSC gladly complies with Title III of the ADA


$165 members/$185 non-members

Live Webinar
Event Contact
Martha Reid
(803) 731-9460
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Thursday, April 4, 2024 (8:30 AM - 3:30 PM) (EDT)
8:30 - 3:30
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