Insurance 101 is our go-to video training series, delivering a clear and confident foundation in the essentials of coverage, policies, and client service for new and aspiring insurance professionals.
Insurance 101 equips beginners with the essential insurance knowledge and confidence needed to hit the ground running, turning new team members into high-performing contributors right from day one.
Ultimately, we aim to empower beginners to level up their knowledge fast, build confidence, reduce the learning curve in agencies, and transform them into ridiculously amazing contributors by delivering practical, on-demand lessons that bridge the gap between theory and everyday agency success. 🚀
Own the Insurance 101 Program for life.
Get ALL of our courses to use at your leisure.
Premiums, Deductibles, Exclusions
Declarations page overview
Endorsements
Liability basics
Replacement Cost vs. Actual Cash Value
Coverages: Liability, Collision, Comprehensive, UM/UIM, MedPay
State Minimum requirements and Why That’s Not Enough
Policy Structure & Common Exclusions
HO-3 Overview
Dwelling vs. Personal Property
Liability & Loss of Use Coverage
Common endorsements
What is Commercial Insurance?
Key Client Types
Common Policies: BOP, Commercial Auto, General Liability
Insurance vs Bonds
What’s included in a BOP
Eligibility
What’s not included in a BOP
Difference from personal auto
Driver eligibility
Coverage symbols 1-9 explained
Fleet vs. non-fleet
Term vs. Whole Life
Other types of Life Policies
Beneficiaries & insurable interest
Why Life Insurance Matters
Independent Agency Advantage (choice of carriers, bundling)
Applying What We’ve Learned to Your Role
Handling Objections (price, cancellation, “I’ll think about it”)
First-call resolution & compliance do’s/don’ts
How to be an Insurance Professional
Your Words Matter: Phone and Email Etiquette
Overcoming Price Sensitivity
Handling an Upset Customer Framework
Maintaining a Positive Attitude
Rebounding from a Mistake
The Customer vs. Client Mindset
If your agency needs a hug, cheerleader, or accountability partner, that’s what we do.
