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INSURANCE 101

START YOUR INSURANCE CAREER WITH THE TRAINING YOU NEED!

Need training for your new hire?

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.

Get Ready to Learn Insurance

Our How to Sell Commercial Insurance Program Includes:

  • 6 Types of Insurance
  • Key Insurance Terms
  • Auto Insurance Basics
  • Home Insurance Basics
  • Introduction to Commercial Insurance
  • BOP Policy Deep  Dive
  • Commercial Auto
  • Life Insurance Fundamentals
  • Your Role as an Agent
  • Communication Best Practices

WHAT THEY SAY

GOAL

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. 🚀

WHO IS THIS PROGRAM FOR?

  • Newly licensed agents
  • New agency team members that are not licensed yet
  • Interns & support team members
  • Virtual Assistants

insurance 101

Purchase the program

$295

Own the Insurance 101 Program for life. 

SUBSCRIBE TO OUR SCHOOL

$295/Month

Get ALL of our courses to use at your leisure. 

INSURANCE

101

Section 1: How Leaders Can Onboard & Support New Hires

LEADERSHIP LAUNCH SECTION

  • Getting ready for a new hire
  • Supporting a new hire’s training
  • Other APP resources for a new hire
  • Setting up a new hire training plan

Section 2: Intro to Insurance

THE INDEPENDENT AGENCY SUPERPOWER

  • What is Insurance? 
  • Risk and Risk Management 
  • Independent vs. Captive Agencies
  • Roles in Insurance: Agent, Carrier, Underwriter, and Adjuster

Section 3: Types of Insurance

WHAT DOES EACH TYPE PROTECT?

  • Personal Lines: Auto, Homeowners, Renters, Umbrella
  • Commercial Lines: General Liability, BOP, Workers Comp, Commercial Auto
  • Life Insurance: Term, Whole, Universal, Group
  • Health Insurance: Individual vs. Group plans, Supplemental Coverage
  • Agricultural: Farm & Ranch policies, Crop insurance, Equipment coverage

Section 4: Key Insurance Terminology & Concepts

INSURANCE LANGUAGE

  • Premiums, Deductibles, Exclusions 

  • Declarations page overview

  • Endorsements 

  • Liability basics

  • Replacement Cost vs. Actual Cash Value 

Section 5: Auto Insurance Basics

PERSONAL LINES

  • Coverages: Liability, Collision, Comprehensive, UM/UIM, MedPay

  • State Minimum requirements and Why That’s Not Enough

  • Policy Structure & Common Exclusions

Section 6: Home Insurance Basics

PERSONAL LINES

  • HO-3 Overview 

  • Dwelling vs. Personal Property

  • Liability & Loss of Use Coverage

  • Common endorsements 

Section 7: Intro to Commercial Insurance

COMMERCIAL LINES

  • What is Commercial Insurance?

  • Key Client Types 

  • Common Policies: BOP, Commercial Auto, General Liability

  • Insurance vs Bonds

Section 8: BOP Deep Dive

COMMERCIAL LINES

  • What’s included in a BOP 

  • Eligibility 

  • What’s not included in a BOP

Section 9: Commercial Auto Insurance

COMMERCIAL LINES

  • Difference from personal auto

  • Driver eligibility 

  • Coverage symbols 1-9 explained

  • Fleet vs. non-fleet

Section 10: Life Insurance Fundementals

LIFE & HEALTH

  • Term vs. Whole Life 

  • Other types of Life Policies 

  • Beneficiaries & insurable interest

  • Why Life Insurance Matters

  • Independent Agency Advantage (choice of carriers, bundling)

Section 11: Client Communication Best Practices

PROFESSIONAL SKILLS

  • 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

Section 12: Bonus Content

PROFESSIONAL SKILLS

  • 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

Coming Soon - Sample Training From the Insurance 101 Training
Check back soon!

LET’S CONNECT!

If your agency needs a hug, cheerleader, or accountability partner, that’s what we do.