Account Managers & Customer Service Representatives (CSR) 

The Institutes are excited to partner with the Independent Insurance Agents & Brokers of America, Inc. (IIABA) to offer education and knowledge solutions to make you a more effective producer, account executive, customer service representative or account manager.

We have offerings for people of all experience levels.  To ensure you receive the 10% member discount*, please use the BigI discount code upon checkout or when speaking with our customer success specialists at 800-644-2101.


  • Successful Starts for CSRs 
    • This online course helps you build knowledge of basic insurance principles and gain important communication skills so you can effectively play a part in retaining and growing your organization’s client base.Learn More
    • Level: Beginner
  • Insurance Essentials 
    • This online course equips you with a solid foundation in insurance from a technical standpoint, adding value to your role and your organization.Learn More
    • Level: Beginner
  • High-Payoff Service (for Teams)
    • This behavioral-based hybrid (online and in-person) program is designed for groups to develop important skills for career achievement and agency growth. You will learn how to set goals, prioritize activities, and create a corresponding action plan.  Learn More 
    • Level: Beginner to Intermediate
  • Professional Risk Consultant (PRC)
    • This online designation will help you gain a broad understanding of insurance and risk management topics and stay up to date on emerging industry trends to better serve clients and add value to your organization.Learn More
    • Level: Beginner
  • Producer Accelerator 
    • This online, activity-based training program teaches risk management and insurance knowledge, insurance sales and business skills, and provide mentorship in line with your organization’s structure and culture.Learn More
    • Level: Intermediate


The Institutes are your knowledge partner that best empowers risk management and insurance professionals to help those in need.

*Exam fees do not qualify for the 10% member discount.