AIAM Designation

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.  Such an important part of understanding the insurance industry is learning how to properly manage and service your agency books of business!

This program is approved for CE in Indiana. The total CE available if you complete all of the AIAM components is 21 hours. 

Members receive a $210 discount on the full program.

Designation Details

  • The AIAM designation is conferred upon candidates who complete all 12 topic areas (13 individual webinars) and successfully pass an open-book exam with a minimum 70% score.
  • Classes are offered in a convenient webinar format and cover such topics as customer service skills, negotiation skills, leadership, the psychology of customer relationships, conflict resolution, telephone skills, stress management, workflow habits, ethics, and more. Each video on demand class is self-contained and may be taken in any order.
  • Once the Designation package is purchased, the individual sessions must be completed in 60 days and once the exam is started you must complete it within 30 days.  
  • You must complete all 12 topic areas (13 individual webinars) and then successfully complete (70% passing score required) the test at the end of the sessions. Once you have completed all 13 sessions you will guided on how to access the test.
  • After purchase, all classes and the exam must be completed within 60 days.

The AIAM Designation is designed for account managers/executives, customer service representatives and office staff, and is a comprehensive program with the end goals of increasing retention levels and decreasing E&O exposures of your agency.  Please note - no updates are required to maintain this designation.


  • AIAM 110: Communication Jungle
  • AIAM 120: Customer Service 1
  • AIAM 120: Customer Service 2
  • AIAM 210: Time Management
  • AIAM 220: Organizational Workflow
  • AIAM 310: Negotiating Conflict
  • AIAM 320: Professional Relationships - Customer Loyalty
  • AIAM 410: How Not to Get in Trouble with your Mouth
  • AIAM 420: The Write Stuff
  • AIAM 510: Politics
  • AIAM 520: Agency Leadership
  • AIAM 610: Ethics
  • AIAM 620: Changing Attitudes/Creating Opportunities
More Info & Registration

Have questions? Contact our Director of Education, Laura Glunt, at (317) 228-3033 or [email protected].