Whether you are an owner, manager or employee at an insurance agency, you will be seeking out options for commercial insurance agent training either for yourself or for your staff. General education works for the initial licensing phase of an agent career. However, specified learning opportunities are important to properly develop agents in the lines of business they will be working in.
What Options Are Available for Commercial Insurance Agent Training:
When it comes to training and education in insurance there are a lot of options. However, it important that you find the right tools for your agents. As you begin your search you will find:
- Carrier training schools
- Training from national organizations like The National Alliance
- State Insurance Association Education like Big I, Professional Insurance Agents (PIA)
- Non-Affiliated Commercial Insurance Agent Training programs
What Is Required for Commercial Insurance Agent Training:
Here are some things you will want to consider when it comes to identifying the right options for Commercial Insurance Agent Training in your organization:
- Confirm the program is being provided by a reputable source
- Review learning objectives – Is the material presented on target for what you or the agent should be learning?
- Understand the level of the material – Are the courses introductory, intermediate or advanced
- Identify success measures – Is there a test required? Is the exam multiple choice, essay, etc.?
- Confirm whether or not a course qualifies for continuing education credit – Not all education is viewed the same in every state. Make sure the course you choose meets the requirements of the state where the agent is licensed.
- Is the training in a classroom or online? – Confirm the agent understands the logistics of either traveling to a class or confirm the right technology is available to attend online courses.
Why is Commercial Insurance Agent Training Important?
- Agents who complete the right Commercial Insurance Agent Training better positioned to present different insurance coverage and analyze the exposures and risks that can happen concerning the various coverage scenarios being chosen !– /wp:list-item –>
- The agent earns respect and credibility with other insurance practitioners which gives an impression to clients that you are the right person to turn to for their insurance needs
- The right training helps agents build trust and confidence – a kind of trust that you get even if you haven’t explained anything to the client yet.
Final Thoughts
Overall, choosing quality commercial insurance agent training is a necessity for expanding the agent’s insurance knowledge, so they have the right information to deliver comprehensive insurance advice to clients. A dedication to continued training and education are crucial for advancement at work and a more fulfilling career in insurance.
Check out this article Total CSR for more articles and insight on insurance education and training.
About the Author
Justin Goodman has spent the past 20 years in insurance. He is the co-founder and CEO of Total CSR and co-founder and Managing Director of Project 55. By the age of 29, he was recognized as one of the top five construction insurance experts nationwide by Risk and Insurance Magazine. He also was named to Insurance Business Magazine’s Hot 100 and most recently the 2024 Insurance Journal Agent of the Year. Justin has trained over 50,000 CSR’s, account managers and producers through his work at Total CSR. He has a passion for developing the next generation of insurance professionals. When not with his family, he devotes his free time to speaking engagements and advising agency owners across the country.
