Eastern Shore Associates Case Study

Eastern Shore Associates uses The Institutes' AAI and ACSR courses to help their agency personnel become more knowledgeable in product, exposure, and risk management. Read More

"By successfully incorporating ACSR training into day-to-day agency activities, this designation benefits individuals by helping them illustrate their commitment toward enhancing the quality of service provided to their clients. Achieving the designation also demonstrates a high level of professionalism to an agency’s customers and/or prospective customers."

Jennifer Kacmarsky, ACSR
Director of Education
Independent Insurance Agents & Brokers of New Jersey

NEW! Accredited Customer Service Representative (ACSR)

Earning the Accredited Customer Service Representative (ACSR) designation clearly conveys your commitment to excellence in customer service and professionalism. Plus, the ACSR designation distinguishes you as being prepared to meet the complex insurance challenges your clients face.

Passing the required ACSR exams earns the Accredited Customer Service Representative designation.

New! Ethics requirement. The Institutes believe ethical decision-making skills are essential to the practice of insurance. Effective January 2012, all ACSR designation participants must complete either Ethical Guidelines for Insurance Professionals or the CPCU program′s Ethics and the CPCU Code of Professional Conduct. Both online modules are free. Learn more and register now.

Bottom-Line Benefits

  • Enhance profitability by managing a better book of business and avoiding E&O claims with a more comprehensive knowledge of insurance products
  • Increase the ability to cross-sell products with a thorough understanding of client needs
  • Improve overall efficiency with an increased confidence in capabilities and knowledge
  • Develop customer loyalty by demonstrating higher levels of professionalism and customer service

We Recommend ACSR for: Agents/brokers, and customer service representatives

Choose one of the following three tracks to earn the Accredited Customer Service Representative (ACSR) designation:

Program Options: The Accredited Customer Service Representative (ACSR) designation program is available as a self-study program via printed textbooks and course guides, or via online learning modules.

The Independent Insurance Agents and Brokers Association (IIABA) offers ACSR courses in a seminar format. Check with your state association for availability.

Public classes hosted by third-party providers are also available for ACSR courses.

Courses/Tracks Current Self- Study Options Additional Self-Study Options Coming Soon
ACSR Core Courses (ACSR 4,5) Online Coming 2012: Revised Print and Online Materials
ACSR Personal Lines Track Online Revised Print and Online October 2011
ACSR Commercial Lines Track Online Revised Print and Online Materials January 2012
ACSR Life/Health Track Online Coming 2012: Revised Print and Online Materials

Exam Information: ACSR exams are administered in several different formats. If you opt to take the exam on your computer at work, you will need a licensed insurance producer or CPCU to proctor the exam and sign an affidavit.

ACSR exams vary in the number of questions and the time you have to complete the each exam. The number of questions ranges from 25 to 50 objective questions, and the exam length varies between 45 minutes and two hours.

Waiver Information:

  • The ACSR Personal Lines track waives AA1 81B.
  • The ACSR Commercial Lines track waives AA1 82A.

The Accredited Customer Service Representative (ACSR) designation consists of the following tracks:

Personal Lines

ACSR 1—Homeowners Insurance
ACSR 2—Personal Automobile Insurance
ACSR 3—Personal Lines Related Coverages

Commercial Lines

ACSR 6—Commercial Property Insurance
ACSR 7—Commercial Liability Insurance
ACSR 8—Commercial Auto Insurance
ACSR 9—Commercial Lines Related Coverages

Life/Health

ACSR 10—Understanding Life Insurance and Determining Client Needs
ACSR 11—Understanding Health Insurance and Determining Client Needs
ACSR 12—Understanding Government, Disability, and Long-Term Care Insurance and Determining Client Needs

Additionally, to earn the ACSR designation, you must also complete:

Core Courses

ACSR 4—Errors and Omissions Loss Control
ACSR 5—Professional Development

Effective January 1, 2012

Ethical Guidelines for Insurance Professionals (Ethics 311) OR
Ethics and the CPCU Code of Professional Conduct (Ethics 312)

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