Build Foundation
Commercial Lines Assistant Training
Learn how to become an insurance assistant at an independent agency.
Our Mission
Retail Agency
Reduce Learning Curve
Anyone with less than one year experience in the insurance industry wanting to take initial steps in understanding the insurance marketplace and day-to-day operations of an independent insurance agency will benefit from our program.Â
Interns & Recent Graduates
An easily-accessible, practical foundation for understanding the insurance marketplace and workflows of Commercial Lines Servicing.
Staff Development
Empower your unlicensed staff members to become more productive and effective in their existing roles or help them transition to a Commercial Lines Servicing team.Â
New Hire Orientation
Optimize onboarding downtime with on demand, easy to digest video content to understand  agency customer service operations.Â
Our Process
Workshop
How Our Tutoring Works
Engage with industry professionals during interactive live sessions. Ask questions, get immediate feedback, and gain insights that only real-time learning can provide.
Access on-demand, high-quality video lessons designed to break down complex topics into easy-to-understand segments. Pause, rewind, and revisit key lessons anytime.
Join a community of fellow aspiring insurance professionals in a dynamic group chat. Share ideas, discuss challenges, and build a network that supports your career growth.
Reinforce learning with regular quizzes and a comprehensive final exam. Measure your understanding, identify areas for improvement, and gain confidenceÂ
Structured Learning for Real-World Success
Format
Consistent and Focused Foundation
Our program is designed with a clear, step-by-step approach—helping you master both the fundamentals and the finer points of insurance agency work. Each topic builds on the last, ensuring you gain confidence and competence in handling real client scenarios.
Introduction
Understanding client needs, insurer requirements, and the core principles that guide every interaction.
ProcessÂ
Get a clear view of the entire workflow—from the insured’s perspective, the insurer’s role, and even third-party considerations.
WorkflowÂ
Watch real processes in action, then learn proven strategies for managing—and prioritizing—multiple client requests with ease.
ScenarioÂ
Apply what you’ve learned to a realistic client case, complete with sample documents and professional templates.
Contact
+1 (404) 835-0767
11am - 7pm EST, Monday - Friday
3343 Peachtree Rd NE Ste. 145-232, Atlanta, GA 30326
