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​Best-in-class personal and business insurance solutions customized for CPAs, their families and firms.

Education Center

Hatboro, PA, December 1, 2010 – To keep pace in a world that moves at hyper-speed, delivering business results with excellence often means fulfilling customer needs instantly - anytime, anywhere. The AICPA Insurance Trust has done just that by offering clients an easy and convenient way to manage their accounts through a new Online Self-Service Center.


Ease and Convenience: A Positive Customer Experience
This project took the information and transactions most frequently requested by Trust customers, and designed an easy-to-use web site around them. With secure, 24/7 online access to their account, customers can instantly make payments, change coverage options, update personal information, print certificates and more.


The new AICPA Insurance Trust Online Self-Service Center is expected to reduce transaction time and increase customer engagement by presenting customers with ways to explore their account. Product up-sells and cross-sells are also built into the site's intelligence.


Serving Our Customers Better
With more account information and services available to customers, the Trust's customer service representatives will play an enhanced role in educating customers about our products, up-selling available product options and cross-selling other products.


Aon & AICPA: A 60-Year Partnership
The AICPA Insurance Trust Life Insurance / Disability Committee, a client group that governs member insurance for the 345,000 member association, gave strategic direction on this initiative. Since 1947, Aon has managed the American Institute of Certified Public Accountants' insurance portfolio, which today offers 15 different insurance products. Life, disability, and long term care products are administered by Aon Affinity under the AICPA Insurance Trust, and supported by a team of 64 professionals who service both individuals and businesses.