AIAA 200

	Associate Insurance Agency Administration^™ (AIAA)
AIAA 200 Agency Administration Course Description / Topics How to Enroll Ordering Study Materials The AIAA Program For More Information
AIAA 200 explains the technical and interpersonal skills and knowledge needed by non-sales field office and home office employees who interact with financial services sales agents. The course shows the ways successful agencies operate in the highly competitive financial services environment, the ways insurance agencies are organized, and the roles of agency support staff in marketing, selling, and servicing insurance products. The course also describes efficient, cost-effective office management procedures, with an emphasis on best-practices communication, leadership, customer focus, and productivity.
Topics Covered: Agency Operations and Agency Law Insurance and Financial Services Marketing Personal Selling Distribution Systems and Support Compliance and Ethics Information Technology in Agency Administration Financial Management in Agencies Efficient, Professional Agency Operations How to Enroll Simply log in to LOMANET, LOMA’s internet-based system that allows students and training administrators to access student information, monitor progress, and enroll for exams. New student? Visit LOMANET at www.lomanet.org and create an account today! Ordering Study Materials To order course material, contact: PBD Worldwide Fulfillment Services Order online! www.pbd.com Tel: 1-800-887-3723 or 770-280-4178 Fax: 770-280-4150 E-mail: LNH@pbd.com Textbooks for this course: Supervision: Concepts and Skill Building, Fourth Edition (2005); (The McGraw-Hill Companies, Inc.; ISBN 0-07-307950-2) [PBD Order # AIAA 200-11-05]. Agency Administration (2005); (LOMA; ISBN 1-57974-203-3) [PBD Order # AIAA 200-12-05]. Test Preparation Guide for AIAA 200 (2005); (LOMA; ISBN 1-57974-204-1) [PBD Order # AIAA 200-40-05]. The AIAA Program The six courses required for the AIAA designation are as follows: LOMA 280—Principles of Insurance: Life, Health, and Annuities OR LOMA 286—Principles of Financial Services and Products LOMA 290—Insurance Company Operations LOMA 320—Marketing Life and Health Insurance OR LOMA 301—Insurance Administration OR LOMA 326—Financial Services Marketing ACS 100—Foundations of Customer Service AIAA 200—Agency Administration AIRC 410—Regulatory Compliance: Companies, Producers, and Operations OR AIRC 420—Regulatory Compliance: Insurance and Annuity Products OR LOMA 316—Legal Aspects of Life and Health Insurance (Canada) LOMA recommends that Canadian students not needing a background in the U.S. compliance/regulatory environment take LOMA 316. We suggest that students outside of North America take either AIRC 410 or AIRC 420 so that they will benefit from learning how U.S. compliance laws are applied. For More Information Contact your company’s LOMA Educational Representative or contact LOMA's Office of the Registrar. LOMA's Office of the Registrar Phone: 800-ASK-LOMA (Option 1) / 770-984-3761 Fax: 770-984-6415 E-mail: education@loma.org Go to the AIAA main page Download the LOMA Education and Training Catalog