New Employee Bootcamp

Do you have newbies to the insurance world at your agency? Get them on the right track with new employee bootcamp - online insurance education for new employees using a virtual "classroom." Topics are between six and eight weeks long, with no more than three hours spent per week on the course.
 

How does it work?

Using a virtual "classroom," you will log on to the course via computer each week to complete your training. No travel, no interruption to daily agency activity and no time out of the office. You can still connect with other rookies and bounce questions off the facilitator, just like you would in a classroom setting.

Please note: If you're a first-time user, you must complete an orientation session one week prior to your course start date. The orientation will take about 30 minutes to complete.
 

What will I do?

You'll spend no more than three hours per week working on the course, with actual online time of less than one hour (work can be completed offline, then posted online). During these hours, you'll:

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Read a chapter or an e-lecture

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Perform at least
one activity, using
the agency as a
"learning lab"

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Post your observations about the activity

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Participate in a weekly discussion question

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Take occasional quizzes and a final exam


Courses and schedules



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New Employee Orientation for Agency Personnel

If you have less than 12 months experience and do not have your insurance license, this course is for you. You will build a foundation of insurance knowledge, explore the "big picture" of insurance (including terms and key concepts), discover how the agency delivers service to customers and learn the importance of errors and omissions prevention techniques.

  • Experience: 0-12 months
  • Cost: $275 member/$310 non-member
  • Duration: Seven weeks + one week orientaion period
  • Includes: Textbook

Sign up

Course Schedule:

  • Jan. 20 - March 6, 2020
    (Orientation week starting Jan. 13)
  • Feb. 17 - April 3, 2020
    (Orientation week starting Feb. 10)
  • Mar. 16 - May 1, 2020
    (Orientation week starting Mar. 9)
  • Apr. 20 - June 5, 2020
    (Orientation week starting Apr. 13)
  • May 18 - July 3, 2020
    (Orientation week starting May 11)
  • June 16 - July 31, 2020
    (Orientation week starting June 8)
  • July 20 - Sept. 3, 2020
    (Orientation week starting July 13)
  • Aug. 17 - Oct. 2, 2020
    (Orientation week starting Aug. 10)
  • Sept. 21 - Nov. 6, 2020
    (Orientation week starting Sept. 14)
  • Oct. 19 - Dec. 4, 2020
    (Orientation week starting Oct. 12)
  • Nov. 16, 2019 - Jan. 8, 2021
    + 1 week holiday extension
    (Orientation week starting Nov. 9)

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Delivering Quality Service to the Customer and Employer

Attend this course to learn how to develop relationships through active listening, take ownership of customers' problems, speak positively in negative situations, help confused or irate customers, and clarify expectations. You'll also learn to minimize errors and omissions risk through proper documentation and consistently follow standard agency procedures.

  • Experience: 0-12 months
  • Cost: $275 member/$310 non-member 
  • Duration: Six weeks
  • Includes: Textbook

Sign up

Course Schedule:

  • Feb. 17 - March 27, 2020
    (Orientation week starting Feb. 10)
  • May 18 - June 26, 2020
    (Orientation week starting May 11)
  • Aug. 17 - Sept. 25, 2020
    (Orientation week starting Oct. 10)

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Personal Lines Coverage Basics

Over this six-week course, you'll study introduction to property and liability insurance, dwelling insurance, homeowners insurance, personal auto insurance and miscellaneous personal insurance.

  • Experience: 3-9 months
  • Cost: $295 member/$330 non-member 
  • Duration: Six weeks
  • Includes: Textbook which can be used for Personal Lines and Commercial Lines

Sign up

Course Schedule:

  • Jan. 20 - Feb. 28, 2020
    (Orientation week starting Jan. 13)
  • March 16 - April 24, 2020
    (Orientation week starting March 9)
  • May 18 - June 26, 2020
    (Orientation week starting May 11)
  • July 20 - Aug. 28, 2020
    (Orientation week starting July 13)
  • Sept. 16 - Oct. 30, 2020
    (Orientation week starting Sept. 14)
  • Nov. 16 - Jan. 1, 2021
    + 1 week holiday extension
    (Orientation week starting Nov. 9)

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Commercial Lines Coverage Basics

Over this eight-week course, you'll study the commercial package policy, business owners policy, commercial property insurance, ocean and inland marine insurance, commercial general liability insurance, commercial auto insurance, commercial crime insurance, workers' compensation and miscellaneous commercial insurance.

  • Experience: 3-12 months
  • Cost: $305 member/$340 non-member 
  • Duration: Eight weeks
  • Includes: Textbook which can be used for Personal Lines and Commercial Lines

Sign up

Course Schedule:

  • Feb. 17 - April 10, 2020
    (Orientation week starting Feb. 10)
  • April 20 - June 12, 2020
    (Orientation week starting April 13)
  • June 15 - Aug. 7, 2020
    (Orientation week starting June 8)
  • Aug. 17 - Oct 9, 2020
    (Orientation week starting Aug. 10)
  • Oct. 19 - Dec. 11, 2020
    (Orientation week starting Oct. 12)