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.
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.
New Hire Orientation
Optimize onboarding downtime with on demand, easy to digest video content to understand agency customer service operations.
Our Process
Self-Paced
How Our Tutoring Works
Short Digestible Videos
The ability to understand new concepts through video learning has created an expectation for practical solutions across all industries.
Consistent and Focused Module Format
Our methodology for each module begins with high-level concepts and ends with step-by-step strategies for each workflow.
Progress Measurement
Our quizzes and exams were developed to focus learning, emphasize main points and maintain engagement.
Our Method
Format
Consistent and Focused Modules
Our program follows a focused and consistent format to help you conveniently understand the concepts and their practical application in real-world scenarios.
Introduction Video
This teaches basic concepts required for understanding insured client and insurance company requests.
Process Video
Provides workflow context including insured client, insurance company, and third-party perspectives.
Workflow Video
Visual representation of each workflow followed by strategies for prioritizing multiple requests.
Scenario Video
Apply strategies to a specific insured client scenario with sample documents and email/letter verbiage.
Monitoring
Progress Measurement
This is not a cram-to-pass-the-test program. Our quizzes were developed to focus learning, emphasize main points and maintain engagement.
Rhetorical Quizzes
A quiz question will appear on screen every 5-10 minutes to help guide learning.
Interactive Quizzes
A series of multiple choice questions are included at the end of each module.
Final Exam
The Comprehensive Exam requires a passing grade of 70% to earn the Completion Certificate.
Contact
+1 (404) 835-0767
11am - 7pm EST, Monday - Friday
3343 Peachtree Rd NE Ste. 145-232, Atlanta, GA 30326
