ACS: Associate, Customer Service

The financial services industry is constantly changing, but one thing remains constant—customers expect more from your company. They want accurate answers that they can trust from you.

With LOMA’s Associate, Customer Service™ (ACS^®) Program you can be prepared to meet these new demands. This program allows you to select courses from several "line of business" tracks, so you can tailor the designation to your career objectives. The ACS Program has been designed specifically to help you:

• Increase your knowledge of financial services
• Understand customer expectations, patterns, and behavior
• Organize an effective customer service team

ACS Tracks

ACS — Life Insurance

• See a listing, brief descriptions, and topics of the courses for this track

ACS — Annuities

• See a listing, brief descriptions, and topics of the courses for this track

ACS — Property & Casualty (U.S.)

• See a listing and brief descriptions of the courses for this track
• To request U.S. ACS P&C credit for The Institutes' courses, fill out the ACS P&C credit form and send it to LOMA with your transcript or other proof of completion. For more details, please see the ACS P&C credit form or the Education & Training Catalog.
  • ACS P&C credit form
  • Education & Training Catalog

ACS — Property & Casualty (Canada)

• See a listing, brief descriptions, and topics of the courses for this track
• To request Canadian ACS P&C credit, fill out the ACS P&C credit form and send it to LOMA with your transcript or other or other proof of completion. For more details, please see the application form or the Canadian program flyer.
  • ACS P&C credit form
  • Education & Training Catalog

The Need 2 Know courses apply toward the ACS. To enroll for a course, contact your Educational Representative or log into LOMANET and click Enroll for Exam. Please consult the Education & Training Catalog or the Designation Progress screen on LOMANET to determine which courses are required for this designation.