AIC Adjuster Level 1 Cheat Sheet

Compact AIC Adjuster Level 1 (Alberta Insurance Council) Cheat sheet for key terms, formulas, checks, and practice decisions.

Use the tables for a quick pre-exam check.

Exam facts

ItemCurrent AIC information
Format100 questions in 2 hours
Pass mark70%
General40 questions
Property25 questions
Automobile25 questions
Liability10 questions
Education prerequisite to writeNone currently required for Adjuster Level 1

Core decision filter

StepAsk
IdentifyWhat claim stage, role, policy issue, loss, or allegation is being tested?
SeparateKeep coverage, cause, scope, valuation, liability, damages, and authority as distinct questions.
SupportWhich fact or document supports the action, and what material evidence is missing?
ActWhat is the next supportable investigation, documentation, communication, recommendation, approval, or escalation step?
DefendWhy does the best option fit the facts better than the tempting alternative?

Level 1 supervision boundary

Under AIC’s current requirements, an Adjuster Level 1 works under ongoing direct supervision of an Adjuster Level 3, and Level 1 claim reports require Level 3 approval and countersignature. In a practice scenario, watch for decisions that exceed the facts, documentation, or authority available to the Level 1 adjuster.

File cueSafer reasoning pattern
Coverage is uncertainGather and document the relevant policy and loss facts; do not promise or deny coverage prematurely.
Evidence conflictsPreserve the conflict, obtain corroboration where appropriate, and escalate the unresolved material issue.
Amount is unsupportedSeparate estimate, valuation basis, policy treatment, deductible, limit, and approval authority.
Liability is allegedAnalyze duty, breach, causation, damages, and defences; an allegation or injury is not the conclusion.
Authority is unclearDocument the issue and obtain Level 3 direction or approval before committing the file.

Topic reference

TopicQuick check
GeneralIntake, parties, authority, policy review, evidence, reserves and payments, communication, file notes, privacy, conduct, supervision
PropertyCause, insured property and interest, scope, mitigation, estimates, valuation, deductible, salvage, subrogation or recovery
AutomobileDriver, owner, vehicle, use, permission, accident record, damage, injuries, coverage, liability, recovery
LiabilityDuty, breach, causation, damages, defences, evidence preservation, limitation concerns, settlement authority, escalation

File-quality check

Before choosing a final answer, ask whether the proposed action leaves a clear record of:

  • the material facts and their sources
  • the policy or legal issue under review
  • what remains uncertain
  • the action taken or recommended and why
  • communications, deadlines, diary items, and follow-up
  • the required Level 3 review, approval, countersignature, or escalation

Before a timed set

  • Review the last five misses and guesses.
  • State the controlling fact and next action for each one.
  • Start with a focused drill when one domain or error type is still weak.
  • Use timed mixed practice only after you can explain the reasoning without answer recognition.

Quick review for AIC Adjuster Level 1

Use this review before a mixed practice set to refresh the decisions an entry-level adjuster must recognize: what the file needs, what the policy and facts support, what can be communicated, and what requires Level 3 review. This is independent Finance Prep material, not Alberta Insurance Council guidance or official exam content.

The current AIC exam has 100 questions in two hours, requires 70% to pass, and allocates 40 questions to General, 25 to Property, 25 to Automobile, and 10 to Liability.

Fast exam mindset

For each scenario, identify five things before choosing an answer:

  1. Role and authority: Who is acting, and what requires Level 3 approval or escalation?
  2. Policy issue: Is the question about coverage, an exclusion, a condition, a limit, or another policy term?
  3. Evidence: Which facts or documents support the next step, and what is still missing?
  4. Claim issue: Is the decision about cause, scope, valuation, liability, damages, settlement, or recovery?
  5. File control: What must be documented, communicated, preserved, or followed up?

High-yield map

AreaWhat to reviewCommon trap
GeneralClaim intake, parties and interests, authority, policy review, evidence, file notes, privacy, communication, payments, conduct, and supervisionTaking action before authority, coverage, or essential evidence is established
PropertyCause and scope of loss, insured property and interests, mitigation, repair or replacement evidence, valuation, salvage, and recovery potentialTreating an estimate as proof of both coverage and the amount payable
AutomobileDriver, owner, vehicle, use, permission, accident facts, damage, injuries, policy response, liability, and recoveryDeciding fault or coverage from one fact before gathering the complete accident record
LiabilityAlleged duty, breach, causation, damages, defences, limitation concerns, evidence preservation, and settlement authorityAssuming that an injury or allegation automatically establishes legal liability

Separate the major questions

QuestionWhat it asks
Is there coverage?Whether the policy responds to the reported event, property, person, or liability
What happened?Whether the available evidence supports a cause, sequence, and scope of loss
Who may be responsible?Whether liability elements and available defences are supported by facts
What is the loss worth?Whether repair, replacement, depreciation, limits, deductibles, and supporting documents have been handled correctly
What happens next?Whether the adjuster should investigate, document, communicate, reserve, recommend, escalate, or obtain approval

Last-pass checklist

CheckWhy it matters
Can I distinguish exam preparation from licence application?Passing supports the application route; it does not itself issue a licence.
Can I separate coverage, liability, and valuation?These questions can interact, but one conclusion does not automatically decide the others.
Can I identify missing evidence and the next file action?Good adjusting answers are supportable and documented.
Can I recognize a Level 3 approval or escalation point?AIC’s current Level 1 requirements impose ongoing direct Level 3 supervision and report countersignature.
Can I finish an unseen 100-question set in two hours?The target average is about 72 seconds per question, with time reserved for review.

When a review item exposes a weak area, return to that focused topic before attempting another timed mixed set.

Put the review into practice