Associate in Insurance Account Management

Conceived and developed by FAIA, 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.

Designation details

• The AIAM designation is conferred upon candidates who complete 13 webinars and successfully pass an open-book exam.
• The Florida Department of Financial Services (DFS) has approved a total of 19 hours of continuing education credit for AIAM classes.
• Classes are offered in a convenient webinar format (or held privately in your agency) and cover such topics as customer service skills, negotiation skills, leadership, the customer loyalty, conflict resolution, 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.

Contact Jeff Odom to arrange private classes in your agency.

Accredited Claims Adjuster (ACA)

ESC Course Description

FAIA members who need to license staff members receive a 10% discount on courses offered through Educational Services & Consulting LLC.

Course link: https://insurance.digitalchalk.com/auth/login

Online (self-paced) 6-20/31-20 Accredited Claims Adjuster Designation (ACA)  
This course is offered in partnership with Educational Services & Consulting. 
                                  
Course cost: $265.50 for active members (10% discount), $295 for non-members

Course Registration Code: MEMBERFAIA for active members, NONMEMFAIA for non-members.
This code should be placed in the ‘College / Course Code’ field during the registration process.  Please include FAIA member ID in the ‘Other Information’ field.

This 40-hour course is presented entirely online ending with the final exam. Successful completion of this course and the exam earns the student the ACA designation, which allows the individual to obtain the 6-20 Accredited Claims Adjuster License from the Florida Department of Financial Services (FLDFS) without taking the State exam. This course is available for 60 days from the registration date. If necessary, to promote student success, the final exam can be repeated up to 5 times within the 60 days without additional charge.

The 6-20 Adjuster License is for independent or company adjusters. This designation is required as part of the 31-20 licensing process (details available at www.myfloridacfo.com).

The course is:

·      Easily accessible to study at your convenience – 24 hours a day, 7 days a week, 365 days a year.

·      Self-paced allowing you to start and stop as often as needed.

·      Entirely online, there is no software to install or run.

·      Courses are user-friendly on any device with internet access (cell phones, tablets, computers, etc)

IA-MBA

FAIA has partnered with GoalMakers to bring a streamlined, fully-virtual version of a traditional MBA curriculum in the FAIA IA-MBA Program. Through the program, you can learn, understand, and apply the best practices of organizational leadership and business finances and get access to the knowledge and resources you need to improve your business immediately. Designed for existing and aspiring managers, the training will enhance your professional knowledge to help you and your team thrive.

The FAIA IA-MBA program is a 10-week hybrid of self-paced learning with expert-led facilitated live sessions to learn and implement these practices within your agency immediately. You'll also connect with leading agencies across the country to gain knowledge and share resources. After the 10 weeks, you will have access to the eLearning for an entire year.

By the end of the course, you will have the skills, knowledge, and resources you need to be more successful and a certification to let the world know it! Upon completing this program, you will receive the IA-MBA certification as a digital badge for LinkedIn and professional credentials.

Pricing Options

Scholarship Opportunities

Scholarships are available through FAIA for members of Florida agencies. Applications will be accepted for five full-ride seats until March 19, 2025. 

Important Dates

Throughout the program, there will be live sessions to network and learn in real time. All sessions will be held on Wednesdays at 12 p.m. Can't make it to one of the live sessions? Don't worry—all sessions will be recorded for you to review later!

Fall 2025 IA-MBA Program Dates: April 8, 2026, to June 17, 2026

• April 8, 2026: Program Onboarding & Kick-off
• April 22, 2026: Vision, Goals & Planning Process
• May 6, 2026: Right Team & Right Customers
• May 20, 2026: An Empowered System of Management 
• June 3, 2026: Demystifying the Financials 
• June 17, 2026: Applying the Financials & Graduation

AILP Designation

FAIA has adopted the Massachusetts Association of Insurance Agents (MAIA) Accredited Insurance Lines Professional (AILP) program to provide Florida insurance professionals with a high-caliber educational curriculum for serious insurance agency professionals seeking to pursue a premier designation: Accredited Insurance Lines Professional (AILP). AILP courses are appropriate for Agency Producers, Account Managers, CSRs, Underwriters, Adjusters, or any insurance agency employee who wants to build a solid practical knowledge base to facilitate their career performance and advancement.

MAIA has developed a high-caliber educational curriculum for serious insurance agency professionals seeking to pursue a premier designation: Accredited Insurance Lines Professional (AILP). 

Everyone is eligible to earn the AILP designation. Approved for FL CE.

AILP designations are available at three levels – the complete designation, which covers both Personal and Commercial Lines, and two monoline options:

• AILP – Accredited Insurance Lines Professional (Complete designation including PL & CL)
• AILP/PL – Accredited Insurance Lines Professional / Personal Lines only
• AILP/CL – Accredited Insurance Lines Professional / Commercial Lines

Program Highlights

• There are two levels of AILP classes - Personal or Commercial
• Coverage classes offer intermediate content
• Issues classes dive deeper into the more complicated scenarios.
• Choose webinars or live classroom learning
• A wide variety of classes can fulfill the yearly renewal requirement
• Class exemptions if you already have certain designations

Course Requirements:

AILP/Personal Lines
Anyone pursuing the AILP or AILP/PL designation must complete these courses (unless exempt). Each course has a one-hour essay exam at the end of the day, centered on the material presented that day. Learn more about the courses here.

• AILP Coverage: Homeowners
• AILP Coverage: National Personal Auto
• AILP Issues: Personal Residential Part 1
• AILP Issues: Personal Residential Issues Part 2
• AILP Issues: Miscellaneous Personal
• AILP Issues: Personal Auto Part 1
• AILP Issues: Personal Auto/Umbrella Part 2

AILP/Commercial Lines

Anyone pursuing the AILP or AILP/CL designation must complete these courses (unless exempt). Each course has a one-hour essay exam at the end of the day, centered on the material presented that day.

• AILP Coverage: Commercial Auto
• AILP Coverage: Commercial General Liability
• AILP Coverage: Workers' Compensation
• AILP Coverage: Commercial Property
• AILP Issues: Commercial Liability Part 1
• AILP Issues: Commercial Liability Part 2
• AILP Issues: Commercial Property
• AILP Issues: MLIS EPL Understanding the Exposures and Insurance (IRMI course)
• AILP Issues: MLIS Cyber and Privacy Liability Exposures and How to Insure Them (IRMI course)

SHOULD I GET MY DESIGNATION?

AILP courses are appropriate for Agency Producers, Account Managers, CSRs, Underwriters, Adjusters, or any insurance agency employee who wants to build a solid practical knowledge base to facilitate their career performance and advancement. Participants should have at least two years of experience in insurance and have completed beginners' insurance courses in the coverage topics (or have a producer license).

The AILP curriculum includes both Coverage* and Issues** Courses. The complete designation (AILP) requires successful completion of all Coverage PL and CL Courses AND all Issues PL and CL Courses. A monoline designation (AILP/PL or AILP/CL) requires successful completion of all Coverage and Issues Courses in the desired line. Specific coursework completed for other designations or certifications may count toward your AILP designation
 

Designation Requirements

To earn the complete AILP designation, you must complete all courses in either the personal lines or commercial lines track. (See below for exemptions.)  When taking both PL and CL courses at the same time, all required coursework must be completed within six (6) years. To earn a monoline designation (either AILP/PL or AILP/CL), all required coursework must be completed within four (4) years. Once an AILP designation has been obtained, you can immediately use the designation. You may obtain one monoline designation first and then add on the other to reach the complete designation.

AILP Course Exemptions
Coursework from other insurance certifications or designations may count toward your Accredited Insurance Lines Professional (AILP) designation. If you hold one of the following designations, we will waive certain requirements. See below!

CISR: Certified Insurance Service Representative ..... ALL AILP Coverage classes
AAI: Accredited Adviser in Insurance .......................... ALL AILP Coverage classes 
CIC: Certified Insurance Counselor .............................. ALL AILP Coverage classes 

MLIS: Management Liability Insurance Specialist ...... MLIS EPL Understanding the Exposures and Insurance Coverage AND MLIS Cyber and Privacy Liability Exposures and How to Insure Them 

Designation Updates

To retain the ability to utilize the designation, the designee must perform a yearly (calendar year) update which can include any multi-day, full-day, or 2 partial-day courses that total at least six (6) continuing education (CE) credits; that are intermediate to advanced in nature (i.e., programs that discuss policy issues, not those that just review policy coverages*); and offered through MAIA.

For AILP/CL designees, the renewal course must be in commercial lines. For AILP/PL designees, it must be in personal lines. If you have earned the complete AILP designation, your renewal course can be in either commercial or personal lines.

*Examples of Qualifying Renewal Classes

• AILP Issues Programs (but NOT AILP Coverage Programs)
• Homeowners Issues (but NOT Homeowners Coverage)
• Deep Dive Into WC (but NOT Workers Compensation Coverage)
• CIC-Ruble Graduate Seminars (but NOT CIC Institutes)
• CISR-William T. Hold [WTH] Seminars (but NOT CISR Classes)
• MLIS Programs (but NOT AAI Programs)

When registering for a program for designation renewal, please indicate “AILP Renewal” next to your name. If it is a virtual class, please email the Education Team Member for that class and inform them of your renewal intentions. If unsure, please contact MAIA’s Education Team prior to the class.

If you need help deciding what course is suitable for you, please don’t hesitate to contact our Education Manager, Betty Amaro-White, at bamarowhite@massagent.com or by phone at 508-634-7372.