ACSR Designation

As a customer service professional, you must develop skills vital to effectively enhance customer satisfaction and retention. The Institutes’ Accredited Customer Service Representative (ACSR) designation program provides practical and relevant customer service skills and technical knowledge. Earning the ACSR designation conveys your commitment to excellence and professionalism in customer service. This program is recommended for agents, brokers and customer service representatives. This designation is offered in two different ways, classroom (in-person) or self-study.

Benefits of the ACSR Program:

  • Enhance profitability by managing a better book of business and avoiding E&O claims through 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

Choose Your Business Track

The ACSR Program gives you two lines-of-business tracks to choose from: Personal Lines or Commercial Lines

Core Courses:

Core courses are required for both Personal & Commercial Lines

Ethics 311 - Ethical Decision Making in Risk and Insurance

ACSR 4 - Agency Errors & Omissions

ACSR 5 - Professional Development & Account Management

The Ethics 311 course must be completed online. There is no fee to complete

the course, however, if you wish to earn CE credits there is a fee of $5.50. 

Register for Ethics 311

Upcoming ACSR Courses

Personal Lines Track:

ACSR 1 - Homeowners Insurance

ACSR 2 - Personal Automobile Insurance

ACSR 3 - Personal Lines Related Coverages

Plus ACSR 4, ACSR 5 and Ethics 311

Commercial Lines Track:

ACSR 6 - Commercial Property Insurance

ACSR 7 - Commercial Liability Insurance

ACSR 8 - Commercial Lines Related Coverages

Plus ACSR 4, ACSR 5 and Ethics 311

Quick Facts

  • The modules do not have to be taken in any specific order
  • There is no time limit to complete the program
  • There is NO mandatory continuing education to maintain the designation. Once you earn the designation it's yours to keep.
  • The ACSR program offers waivers for the Accredited Advisor in Insurance Program
    • Completion of ACSR modules 1-5, 10, 11 & 12 waives AAI 81B
    • Completion of ACSR modules 4-9 waives AAI 82A

Exam Retakes

All Institutes ACSR/AAI exam retakes are completed online. Once we receive the Exam Retake Form and payment, we will submit the request to the Institutes and immediately (within 24 hours) the retake exam will be ordered and placed in your Student Institutes Account. 

You will only have 30 days to retake the exam, so if the exam expires you will need to order and pay for a new one. We recommend ordering exam retakes only when you are ready to sit for the exam to avoid having any issues with the exam expiring. 

Exam Retake Order Form

Our Mission

To ensure the success of independent insurance producers and agency staff throughout Maryland by providing access to a suite of top tier products and services.

     2408 Peppermill Dr., Ste A Glen Burnie, MD 21061

     (410)-766-0600


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