The Secret Is Out: Insurance Careers are amazing.
Boasting job security, flexibility, and high earning potential, insurance careers can lead college graduates or career-changers on the right path. There are endless advancement opportunities and a deep need for diverse skillsets, making it one of the most alluring industries for newbies and seasoned professionals alike. However, despite the insurance industry’s openness to new talent, many agents stumble and quit within the first few months.
These courses do not offer any state CE credit and will not serve as an update option for the designation programs
70% of Insurance Producers Need
Help Navigating Their First Year.
Constant rejection, high stress, and lack of industry knowledge make the first steps of an insurance career seem treacherous and frustrating. Due to inexperience, new agents make costly mistakes, set unattainable goals, burn out and quit.
- Unaware of the insurance world, its roles and workflow, and how they are connected.
- Doesn’t know how and when to apply technical insurance knowledge.
Perfect for Employee Onboarding
The Introductory Series helps new agents understand the fundamental aspects of insurance as a product and an industry. Self-paced courses guide participants through the characteristics and terms of primary areas of insurance including personal, commercial, life, health, and benefits. Taken as a whole, the Intro Series provides solid foundational knowledge of the insurance and risk management industry, as well as avenues for career development and skill-building.
- Improve job skills and customer service
- Gain industry and product knowledge
- Build confidence and trust
Intro
Courses
Learn What Insurance Is and How It Works
The Introduction to Insurance course provides basic insurance knowledge and serves as a resource that sets new hires or anyone new to insurance up for success. This self-paced course delivers information about what insurance is, its purpose, the function of contracts and companies, and how the industry is regulated. A final exam, review quiz, and summary of learning objectives are also included in this course to ensure understanding of the content.
Topics Include:
- The Purpose of Insurance
- Insurance Contracts
- The Insurance Company
- Industry Regulation
CE credit is available in selected states: TX, AR, AZ, CA, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, MN, MI, NE, NJ, NC, NY, OH, OK, OR, PA, SC, TN, UT, WA, and WI
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Learn About the Different Types of Health Insurance and How They Work
The Introduction to Health Insurance course provides a basic insight into the world of health insurance. This self-paced course serves as a resource to help the learner understand individual and group health insurance, including Medicare, Medicaid, and other important concepts. A final exam, review quiz, and summary of learning objectives are also included in this course to ensure understanding of the content.
Topics Include:
- Overview of Health Insurance
- Key Health Insurance Terms
- Cost-Containment Strategies
- Reforms and Provisions of the ACA
- Group Health Plans
- Medicare and Medicaid
CE credit is available in selected states: TX, AR, AZ, CA, DE, FL, GA, IL, IN, KS, LA, MA, MD, MN, MI, NE, NJ, NC, NY, OH, OK, OR, PA, SC, TN, UT, WA, and WI
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Learn about Life Insurance Products and Their Importance
The Introduction to Life Insurance course furnishes a basic understanding of life insurance and annuities, including their purpose. This self-paced course provides information about how life insurance and annuities function, features and benefits of different policies, and introduces the learner to the importance of protecting a person’s financial future. A final exam, review quiz, and summary of learning objectives are also included in this course to ensure understanding of the content.
Topics Include:
- What is Life Insurance?
- Uses of Life Insurance
- Types of Life Insurance Policies
- Important Issues When Purchasing Life Insurance
- How Death Benefits Can Be Paid
- Annuities
CE credit is available in selected states: TX, AR, AZ, CA, DE, FL, GA, IL, KS, LA, MA, MD, MN, MI, NE, NJ, NC, NY, OH, OK, OR, PA, SC, TN, UT, WA, and WI
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Learn About the Different Types of Personal Lines Insurance Policies
The Introduction to Personal Lines course lays out the primary purpose and structure of various personal lines insurance policies. This self-paced course establishes the foundation for understanding personal lines coverage, including homeowners, auto, and other policies. A final exam, review quiz, and summary of learning objectives are also included in this course to ensure understanding of the content.
Topics Include:
- What Do Policies Look Like
- What Determines Insurance Premium
- Dwelling and Homeowners Insurance
- Personal Auto Insurance
- Other Personal Insurance Options
CE credit is available in selected states: TX, AR, AZ, CA, DE, FL, Ga, IL, IN, KS, MA, MN, MI, NE, NJ, NC, NY, OH, OK, OR, PA, SC, TN, UT, WA, and WI
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Learn the Basics of the Complex World of Commercial Lines Insurance
The Introduction to Commercial Lines course prepares new insurance professionals for the industry by giving an overview of how commercial insurance helps businesses pay for losses that could have devastating financial impacts. This self-paced course lays the groundwork needed to understand the complex coverage concepts faced by many businesses. A final exam, review quiz, and summary of learning objectives are also included in this course to ensure understanding of the content.
Topics Include:
- First-Party Versus Third-Party Insurance
- The Insurance Services Office
- What Types of Property Can a Business Lose?
- What Types of Property Insurance Policies Are There?
- What Can a Business Be Sued For?
- How is a Business Held Liable?
- What Types of Liability Policies Respond to Lawsuits?
- Certificates of Liability Insurance
CE credit is available in selected states: TX, AR, AZ, CA, DE, FL, GA, IL, IN, KS, MA, MN, MI, NE, NJ, NC, NY, OH, OK, OR, PA, SC, TN, UT, WA, and WI
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Learn What Risk Management Is and How It Works
The Introduction to Risk Management Basics course provides anyone new to the industry with a foundational knowledge of key risk management concepts. This self-paced course differentiates risk management and insurance and provides the learner with a broader view of risk in general. A final exam, review quiz, and summary of learning objectives are also included in this course to ensure understanding of the content.
Topics Include:
- What is Risk?
- The Two Types of Risk
- Key Risk Management Terms
- The Five Steps of the Risk Management Process
- The Impacts of an Effective Risk Management Program
- The Total Cost of Risk
CE credit is available in selected states: TX, AR, AZ, CA, DE, FL, IL, KS, KY, MA, MN, MI, NC, NY, OH, OK, OR, PA, SC, TN, UT, WA, and WI
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Learn What Insurance Companies Do and How They Operate
The Introduction to Insurance Operations course provides the learner with a foundational knowledge of the organizational structure and characteristics of an insurance company. This self-paced course serves as the basis of understanding how companies operate, how they may be structured, and what they must do to maintain a long-term presence in the marketplace. A final exam, review quiz, and summary of learning objectives are also included in this course to ensure understanding of the content.
Topics Include:
- Characteristics of an Insurance Company
- Financial Management
- Product Development
- Underwriting
- Product Distribution
- Claims
CE credit is available in selected states: TX, AR, AZ, CA, DE, FL, IL, KS, MA, NJ, NC, NY, OH, OK, OR, PA, SC, TN, UT, WA, and WI
Register
Define employee benefits and what benefits are available today and discover the current regulations that guide them.
This course provides an overview of the types of employee benefits and includes some of the regulations that impact them.
Topics Include:
- Define employee benefits and why employers offer benefits
- Identify the risk concepts for both the employer and the employee
- Describe the regulations impacting employee benefits
- Identify and describe the types of benefits employers currently offer
These courses do not offer any state CE credit and will not serve as an update option for the designation programs.
Register
Would you like to have a working knowledge of group health plans? Find out what you need to be aware of with this intro course.
Take this course to get the fundamentals you need to understand employer-based group health plans.
Topics Include:
- Regulations Impacting Health Care Plans
- Common Health Care Terms
- Health Care Delivery Systems
- Other Benefits Under Comprehensive Plans
- Medicare and Medicaid
- Defined Contribution Health Care Plans
These courses do not offer any state CE credit and will not serve as an update option for the designation programs.
Register
Explore the types of retirement plans that many employers provide their employees.
This course provides an overview of the kinds of retirement plans that employers offer to their employees. Get up to speed on the employer-sponsored retirement plans environment.
Topics Include:
- Explain why employers offer retirement plans
- Describe how employers choose their retirement plan offering
- Explain the regulations impacting retirement plans
- Define basic retirement plan terminology
- List the various retirement plan offerings and briefly describe each
- Describe a financial planning benefit, along with the pros and cons of offering this to employees
These courses do not offer any state CE credit and will not serve as an update option for the designation programs.
Register
Learning Format
Self-Paced Online
- 3 to 1 ratio of Content to Interactivity
- You’re in charge—the courses are self-directed! Stop and start your sessions anytime—your place will be saved
- Enjoy the easy-to-use learning environment—navigate freely
- Accessible by computer, tablet, or cell phone—24/7 with a 60-day period to complete (currently, the notebooks and other documents are not optimized to read on your phone)
- Interactive Knowledge Check exercises with helpful feedback
- Self-quizzes to check comprehension—passing is required
- Course navigation map
- Structured learning objectives with linked assessments
- A course mentor who is available through email
- Insurance Forms Library
Benefits
What's in it for
Your Clients?
- Able to understand and articulate basic client needs and solutions
- Can direct toward appropriate personal and commercial lines information
- Conversant in terms and regulations to find answers quickly
- Discuss broad concepts and general industry trends
What's in it for Your Agency or Company?
- Low cost/High Impact for new employees
- Choose topics relevant to your business
- Self-study courses allow flexibility in completion
What's in it for You?
- Fast start on a new career track in the insurance industry
- Income-increasing professional development by respected academics
- Courses to prepare you for your designation goals and future path
- Basic technical knowledge with self-paced online courses to fit your schedule and view on any mobile device
