Description

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 2  Mastering Time & Organizational Workflow

Mastering Time:
Time is our most precious resource, but one that is often wasted. Participants will learn how to take better control of their time in order to be more productive both professionally and  personally.

Organizational Workflow:
Organized and efficient workflow is essential to an agency’s survival. Good workflows will protect against E&O claims,  provide better customer service to insureds, and streamline processes.