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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.

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Get Ready to Learn Insurance

Our Insurance 101 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

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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
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insurance 101

Purchase the program

$495

Own the Insurance 101 Program for life. 

  • One Course Log-In
  • Leadership Launch Guide
  • Role Play Videos
  • Workbook
  • Insurance Vocabulary Sheet
  • Coverage Cheat Sheets
  • Quizzes
  • Bonus Content
  • Training Videos
BUY NOW

SUBSCRIBE TO OUR SCHOOL

$295/Month

Get ALL of our courses to use at your leisure. 

  • One Course Log-In
  • Downloadable Workbooks
  • Leadership Launch Guide
  • Sales, Retention, Efficiency, & More!
  • Tracking Guide for AMS360, Epic, & Hawksoft
  • Scripts
  • Training Videos
  • Quizzes
  • Bonus Content
BUY NOW

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

  • PL Home Forms (Coverages A through F)

  • Home Policies (HO-1 through HO-8)

  • Common Endorsements 

Section 7: Intro to Commercial Insurance

COMMERCIAL LINES

  • What is Commercial Insurance?

  • Key Client Types 

  • Common Commercial Coverages

  • Commercial Auto

Section 8: Commercial Gaps

COMMERCIAL LINES

  • Commercial Gaps and Endorsements

  • BOP Basics

  • Bonds

Section 9: Life Insurance Fundamentals

LIFE INSURANCE

  • Term vs Whole Life

  • Other types of Life Policies

  • Beneficiaries & Insurable Interests

  • Why Life Insurance Matters

  • Independent Agency Advantage

Section 10: 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 and Don’ts

Section 11: Insurance Soft Skills

PROFESSIONAL SKILLS

  • How to be an Insurance Professional

  • Your Words Matter: Phone and Email Etiquette

  • Overcoming Price Sensitivity

  • Handling an Upset Customer Framework

Section 12: Bonus Content

PROFESSIONAL SKILLS

  • Maintaining a Positive Attitude

  • Rebounding from a Mistake

  • The Customer vs. Client Mindset

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