​Big I New Jersey offers members four unique designation options.

NEW - AAI-M in Agency Leadership and Strategic Alignment. Only for current AAI designees. 
The course will be available on two dates. Click the date you're interested in for details.
May 10 in Clark            November 15 in Toms River

The Accredited Advisor in Insurance (AAI) designation gives members a competitive edge in a competitive marketplace. Earn yours in only 9, one-day seminars. Plus, with no annual renewal requirement, there are no additional time or financial investments. 

Recommended for all agents/brokers, agency principals, and customer service representatives.

By completing this program, individuals will learn practical information that can be used immediately, including:

- Practical Marketing Tips

- Enhanced Understanding of Policies and Coverages

- Sales Management Techniques

                                            - Personal Sales Planning Activities

                                            - How to Avoid E&O Claims

                                            - Workflow Efficiencies

                                            - Improved Underwriter Communication Skills

                                           - Competitive Advantage to Increase Sales

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Course Requirements

AAI 81
A- Principles of Insurance
B- Personal Insurance
C- Commercial Property Insurance

AAI 82
A - Commercial Liability Coverage
B - Other Commercial Insurance
C - Specialized Insurance Bonds

AAI 83
A - Principles of Agency Management
B - The Insurance Production
C - Agency Management Tools and 

Ethics Requirement: Completing the free online Ethical Guidelines for Insurance Professionals is required for all associate designation programs. 

Course Waiver Information

The AAI 81 (section A-C) exams will be waived if a student meets one of the following criteria:

  1. Student currently holds the CIC designation.
  2. Student currently holds the IIA Certificate in General Insurance (INS).
  3. Student has completed CPCU 553 or 555 (CPCU 2), CPCU 551 (CPCU3), and CPCU 552 (CPCU4).

Course Fees:

Individual Class Pricing: $225 for IIABNJ Members, $295 for Non-Members
Bulk Pricing: $625 for IIABNJ Members, $855 for Non-Members

(Bulk pricing is available for individuals who sign up for all three segments of a course at one time.)  

Cancellation Policy

All cancellations received prior to a scheduled class will incur an $85 cancelation fee. Cancellations received the day of the class will result in a forfeiture of the full registration fee.

Students may be eligible for a one-time, no-penalty transfer fee if: no materials have been shipped, the request is made 10 days prior to a class, and this is the first transfer request.

The Accredited Customer Service Representative (ACSR) designation is recognized as a mark of commitment, distinction, and excellence. ACSRs have an increased product knowledge, improved selling and account rounding skills, higher levels of customer service, technical expertise, enhanced productivity, and confidence.

ACSR designation course is an online, self-study program offered in three areas: Personal Lines, Commercial Lines, and Life & Health.

Recommended for all agency staff.


Personal Lines Modules
Module 1 - Homeowners Insurance
This course will introduce homeowners policy provisions and help to develop an understanding of the endorsements and pricing, other residential policies, the perils, exclusions and conditions, and provide tips and examples that will allow a firm understanding of this important coverage.

Module 2 - Personal Automobile Insurance
This course will introduce automobile insurance and society, the personal auto policy (PAP) provisions, how to understand endorsements, pricing, and underwriting. It will also provide tips and examples to help understand liability coverage, medical payments, and information on uninsured motorists.

Module 3 - Personal Lines Related Coverage
This course will provide information on dwelling policies, conditions and endorsements, the personal umbrella policy, inland marine floaters, watercraft insurance, government insurance programs, and share real life tips and examples to help explain the content.

Commercial Lines Modules
Module 6 - Commercial Property Insurance
This course will introduce property loss exposures, building and personal property causes of loss, endorsements, and discuss business income and other aspects of insuring commercial property.
Module 7 - Commercial Liability Insurance
This course will examine liability loss exposures, CGL occurrences, claims made forms, review endorsements, commercial umbrella, and underwriting guidelines.
Module 8 - Commercial Auto Insurance
This course reviews Business Auto Coverage (BAC) and endorsements, and evaluates the garage and truckers forms.
Module 9 - Commercial Lines Related Coverages
This course examines inland and ocean marine policies, crime, business owners policies (BOP), workers compensation, and provides an overview of bonds.

Life and Health Modules
Module 10 - Understanding Life Insurance

This course will introduce the fundamentals of life insurance. The course acquaints students with the needs and types of life insurance, and life insurance provisions, settlement options, and riders, concluding with an overview of underwriting life insurance.
Module 11 - Understanding Health Insurance
This course will introduce the fundamentals of individual and group health insurance plans.  The course acquaints students with the needs and types of health insurance and health insurance policy provisions, including basic and major medical insurance, and introduces the types of managed care plans.
Module 12 - Understanding Disability, Government and Long-Term Care Insurance
This course will introduce the fundamentals of government health insurance programs, as well as disability and long-term care insurance. The course helps the students understand the various government programs available, starting with the descriptions of Medicare Parts A and B, then Medicaid, and the basics of workers' compensation.

Ethics Requirement: Completing the free online Ethical Guidelines for Insurance Professionals is required for all associate designation programs. 
Core Modules
Core modules are required for each designation. Individuals pursuing multiple designations only need to take the core modules once.
Module 4 - Errors & Omissions Loss Control
Learn what a Best Practices approach to Errors & Omissions is and understand agent liability, client responsibilities, how to reduce your clients exposures, common errors, specialty markets, and how to process an E&O claim.
Module 5 - Professional Development 
Learn how to take customer service to the next level through understanding and satisfying customer needs, developing a professional appearance, communication, and knowledge that shines through. This class is based on IIABA's Best Practices Guide - Customer Service Made Simple.

ACS'R' Day reacreditation course for all designation holders on an annual basis. The course runs in various locations throught the year from 9 am - 4 pm and includes topics based on the current marketplace, such as technology, sharing exposures, and risk exposures.

Maintaining your ACSR designation fulfills your CE and Ethics requirments for the year. 

The Construction Risk and Insurance Specialist (CRIS) designation increases the competence, confidence, and credibility of insurance professionals who sell or underwrite insurance for contractors. A contractor who buys insurance from a CRIS designee will know he or she is dealing with a professional who is committed to the construction industry.

Recommended for agents/brokers, customer service representatives, and in-house risk managers.

Course Requirements

CRIS Part 1 - Commercial Liability for Contractors
This course will examine each of the three coverage parts of the commercial general liability (CGL) policy-bodily injury and property damage (Coverage A), personal and advertising injury (Coverage B), and medical payments (Coverage C).

CRIS Part 2 - Contractual Risk Transfer in Construction
This course provides a general overview of contractual risk transfer in construction contracts and subcontracts, with specific attention to those provisions that present risk and insurance implications for contractors. The course reviews the structure of construction contracting relationships and the key provisions in which responsibilities and liabilities are allocated to the contracting parties and suggests methods to equitably allocated these liabilities.

CRIS Part 3 - Commercial Auto, Surety, CIPs, and Miscellaneous Lines
This course provides an overview of various additional coverage needs of many contractors, including auto liability, professiona liability, pollution liability, employment practices liability, directors and officers liability, fiduciary liability insurance, and surety bonds.

CRIS Part 4 - Property Insurance fo Contractors
This course examines the coverage provided by three types of property inisurance policies: commercial property policies, bulders risk policies, and contractors' equipment policies.

CRIS Part 5 - Workers' Compensation for Contractors
This course begins wtih an introduction to workers' compensation, including who is covered and under what circumstances. The various parts f the policy are also explained in detail.
Once you complete the five specialized courses, which can be taken in any order, on construction risks and insurance, your CRIS designation will be valid for 24 months. Following the initial certification period, designation holders are requried to recertify on an annual basis.