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: $265 member/$300 non-member (Cost will increase in 2019)
  • Duration: Seven weeks
  • Includes: Textbook

Sign up

Course Schedule:

  • Nov. 19, 2018 - Jan. 4, 2019
    + 1 week holiday extension
    (Orientation week starting Nov. 12)
  • Jan. 14 - March 1, 2019
    (Orientation week starting Jan. 7)
  • Feb. 18 - April 5, 2019
    (Orientation week starting Feb.11)
  • March 11 - April 26, 2019
    (Orientation week starting March 4)
  • April 15 - May 31, 2019
    (Orientation week starting April 8)
  • May 20 - July 5, 2019
    (Orientation week starting May 13)
  • June 17 - Aug. 2, 2019
    (Orientation week starting June 10)
  • July 15 - Aug. 30, 2019
    (Orientation week starting July 8)
  • Aug. 19 - Oct. 4, 2019
    (Orientation week starting Aug. 12)
  • Sept. 16 - Nov. 1, 2019
    (Orientation week starting Sept. 9)
  • Oct. 14 - Nov. 29, 2019
    (Orientation week starting Oct. 7)
  • Nov. 18, 2019 - Jan. 3, 2020
    + 1 week holiday extension
    (Orientation week starting Nov. 11)

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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: $265 member/$300 non-member (Cost will increase in 2019)
  • Duration: Six weeks
  • Includes: Textbook

Sign up

Course Schedule:

  • Feb. 18 - March 29, 2019
    (Orientation week starting Feb. 11)
  • June 17 - July 26, 2019
    (Orientation week starting June 10)
  • Oct. 14 - Nov. 22, 2019
    (Orientation week starting Oct. 7)

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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: $285 member/$320 non-member (Cost will increase in 2019)
  • Duration: Six weeks
  • Includes: Textbook which can be used for Personal Lines and Commercial Lines

Sign up

Course Schedule:

  • Nov. 19 - Dec. 28, 2018
    + 1 week holiday extension
    (Orientation week starting Nov. 12)
  • Jan. 14 - Feb. 23, 2019
    (Orientation week starting Jan. 7)
  • March 11 - April 19, 2019
    (Orientation week starting March 4)
  • May 20 - June 28, 2019
    (Orientation week starting May 13)
  • July 16 - Aug. 23, 2019
    (Orientation week starting July 8)
  • Sept. 16 - Oct. 25, 2019
    (Orientation week starting Sept. 9)
  • Nov. 18 - Dec. 27, 2019
    + 1 week holiday extension
    (Orientation week starting Nov. 11)

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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: $295 member/$330 non-member (Cost will increase in 2019)
  • Duration: Eight weeks
  • Includes: Textbook which can be used for Personal Lines and Commercial Lines

Sign up

Course Schedule:

  • Feb. 18 - April 12, 2019
    (Orientation week starting Feb. 11)
  • April 15 - June 7, 2019
    (Orientation week starting April 8)
  • June 17 - Aug. 9, 2019
    (Orientation week starting June 10)
  • Aug. 20 - Oct 12, 2019
    (Orientation week starting Aug. 12)
  • Oct. 14 - Dec. 6, 2019
    (Orientation week starting Oct. 7)