Insurance Agency Training: Essential Programs For Improving Performance

Good sales skills help insurance agents figure out what their clients want, answer their questions, and give them good advice. It’s not like the old way of selling cars, where people tried to trick you. Instead, having good sales skills makes you really good at your job as an insurance agent.

Insurance Agency Training: Essential Programs for Improving Performance

As an independent insurance broker, I understand the importance of training programs to improve the performance of your business. There are programs that cover everything from sales training to product knowledge to leadership and management development, so its important to know which you need to help your team succeed.

There are different types of sales skills that insurance agents can learn, like talking to people in person, talking about money and making deals, finding new customers, and selling online. You can learn these skills in a class, but the best way to get good at them is by practicing.

In this article, we will discuss the different programs available, the benefits of using them, and offer tips for implementing your selected training program. Let’s get started!

Types Of Insurance Agency Training Programs

Insurance training programs give insurance agents a chance to learn how to sell things in a good way and make more money. They will learn how to talk to people and how to be persuasive.

I know there are a lot of training programs out there, and that it can be overwhelming trying to determine which you need. There are several types of insurance agency training programs that can help improve the performance of your business

Work with Us to Increase Insurance Sales

Let’s Talk

Are you an insurance agent who wants to build a sales pipeline that never runs dry? Look no further. Contact us and discover how we can help you take your sales to the next level!

Insurance Sales training

If you’re an insurance agent, you can get better at selling by taking a professional sales training course. There are many places you can take these courses online, even if you’ve never taken one before or just need a refresher.

Sales training can help your team develop the skills and techniques needed to effectively sell insurance products and services to potential customers. This type of training may include topics such as prospecting, lead generation, overcoming objections, and closing techniques.

Richardson Sales Performance

Best Training Programs For Insurance Agency - Richardson Sales Performance

Richardson Sales Performance has a lot of sales training resources for insurance agents. The training is based on science about how people behave and covers every step of selling insurance. They have a program called Connected Selling Curriculum that helps agents learn and use important selling skills when they’re on the job.

You’ll learn by using digital lessons, taking quizzes, and using tools that work with your customer relationship management (CRM) system. You can take the training online or in person. The training is set up so that each part builds on the last, which makes it easier for you to learn and get better at selling.

Victory Selling

Victory Selling Provides The Best Sales Training for Insurance Agents

Steve Heroux has a program called Victory Selling that can help insurance agents get better at sales. You’ll learn how to sell insurance in a way that works by taking real-life lessons. You’ll become good at finding new customers, closing deals, and doing it all without being too pushy.

You can start with Victory Sales Mastery, which teaches you a successful way to handle the whole process of selling insurance. You can also learn about selling to businesses, giving speeches, and evaluating your sales team. The online courses teach you what you need to know by showing you real-life examples.

Anthony Cole Training Group

Anthony Cole Training Group Is The Best Trainers For Insurance Agents To Improve Sales

Anthony Cole’s training program helps insurance agents improve their selling skills. It teaches them how to ask the right questions to have meaningful conversations with clients. The program also covers important aspects of sales, like creating a reliable selling system and knowing the right words to grab your target market’s attention.

Agents will learn how to make powerful introductions, deliver impactful phone calls, and use platforms like LinkedIn to find leads and strengthen relationships.

Product Knowledge Training

Product knowledge training can help your team become experts in the insurance products and services you offer. This type of training may include topics such as policy coverage, exclusions, underwriting, and claims handling.

Kaplan Financial Education

Best Product Knowledge Training For Insurance Professional Kaplan Financial Education

Kaplan Financial Education is a leading provider of insurance education and training programs. The company’s product knowledge training program is designed to help insurance agents develop a deep understanding of insurance products and the market. The training includes comprehensive coverage of various insurance products such as life, health, property and casualty, and financial planning.

The program is structured to help agents understand how insurance products work, and how to effectively communicate the value of these products to clients. The courses are taught by experienced professionals and are available in a variety of formats, including online, classroom-based, and self-study.

Insurance agents who complete Kaplan’s product knowledge training program will be well-equipped to sell insurance products and provide their clients with the best possible advice. The training will enhance their credibility and build their confidence, enabling them to be more effective in the field.

RegEd Education And Training Solutions

Product Knowledge Training Solutions For Insurance Agencies - RegEd

RegEd is a leading provider of compliance and product knowledge training solutions for the insurance industry. The company offers a comprehensive platform designed to help insurance agents and brokers meet their ongoing education requirements, as well as to enhance their product knowledge and understanding.

RegEd’s product knowledge training programs focus on delivering the most current and accurate information on insurance products and services. This includes topics such as annuities, life insurance, health insurance, and property and casualty insurance. The training is designed to help insurance professionals stay up-to-date on the latest industry trends, regulations, and best practices.

In addition, RegEd’s product knowledge training provides a convenient, accessible, and engaging learning experience for insurance agents and brokers. The training can be delivered through various formats, such as online courses, webinars, and on-demand videos, making it easy for insurance professionals to complete their product knowledge training on their own schedule.

Customer Service Training

Customer service training can help your team develop the skills and techniques needed to provide excellent customer service to your clients. This type of training may include topics such as communication, problem-solving, conflict resolution, and empathy.


Best Customer Service Training For Insurance Professionals

LOMA (Life Office Management Association) is a worldwide provider of customer service training and development programs for the insurance industry. LOMA’s programs are designed to help insurance companies and their employees improve customer service skills and enhance their overall performance.

LOMA’s customer service training product covers a wide range of topics, including communication skills, problem-solving techniques, and customer satisfaction best practices. The training is designed to be interactive and engaging, providing practical tools and techniques for insurance professionals to apply in their daily interactions with customers.

The courses offered by LOMA are developed with the insurance industry in mind, ensuring that the content is relevant, up-to-date, and in line with industry trends and standards. This makes LOMA’s customer service training product an effective tool for insurance companies to improve their customer service operations and enhance the customer experience.


The Best Customer Service Training For Insurance Agencies SCIC

SCIC (Society of Customer Interaction Professionals) is an organization that provides customer service training for organizations in the insurance industry. They offer a variety of training programs, including in-person workshops and online courses, aimed at enhancing the skills of customer service representatives (CSRs).

SCIC’s product focuses on customer interaction, communication, and relationship building skills, with a specific emphasis on the insurance industry. The courses are designed to provide CSRs with the necessary tools and techniques to handle customer inquiries, resolve problems, and build long-lasting relationships with clients.

By participating in SCIC’s customer service training, insurance CSRs can gain a deeper understanding of industry-specific best practices and develop their communication skills to provide top-notch customer service. The programs are tailored to meet the specific needs of each individual CSR, and the organization’s goal is to help insurance companies improve customer satisfaction, increase customer retention, and ultimately grow their business.

Leadership And Management Training

Leadership and management training can help develop the skills and capabilities of your team leaders and managers. This type of training may include topics such as coaching, mentoring, conflict resolution, and team building.

International Insurance Professionals

International Insurance Professionals (IIP) is a well-known organization that provides training and development opportunities for insurance professionals. The organization focuses on leadership and management training in the insurance industry, with a mission to help insurance professionals grow and succeed in their careers.

Best Leadership and Management Training For Team Leaders And Managers - International Insurance Professionals

IIP offers a variety of programs and resources for insurance professionals looking to advance their leadership and management skills. These resources include training workshops, seminars, webinars, and online courses. These programs are designed to provide practical and hands-on learning experiences for insurance professionals, and cover a wide range of topics, including team management, change management, strategic planning, communication skills, and more.

One of the key advantages of IIP’s training programs is that they are led by experienced insurance professionals, who bring their real-world experience and knowledge to the training sessions. The programs are designed to be interactive and engaging, so participants can ask questions and receive feedback from the trainers and other participants.

Through IIP’s leadership and management training programs, insurance professionals can learn the skills and knowledge they need to become effective leaders and managers in their organizations. They will also have the opportunity to network with other insurance professionals and gain insights into the latest industry trends and best practices.

The Institutes

Best Programs And Services For Insurance Professionals - The Institutes

The Institutes is a leading provider of risk management and property-casualty insurance education and research. They offer a variety of programs and services for insurance professionals, including leadership training. The organization’s leadership training program is designed to help individuals in the insurance industry develop the skills and knowledge needed to become effective leaders in their organizations.

The program is designed to meet the needs of both new and experienced insurance professionals, offering courses and resources that cover a wide range of topics. Participants can learn about managing teams, developing effective communication skills, and building strong relationships with stakeholders. The Institutes also offers online and in-person training sessions, allowing individuals to choose the format that works best for their schedules and learning preferences.

In addition, The Institutes also offers a variety of professional designations and certifications, including the Chartered Property Casualty Underwriters (CPCU) designation, which recognizes individuals who have demonstrated expertise in the property-casualty insurance industry. These designations provide individuals with the opportunity to further their careers and demonstrate their commitment to professional growth and development.

Benefits Of Insurance Agency Training Programs

In my professional opinion as an independent insurance broker, I think there are several benefits to using insurance agency training programs. These benefits include:

  1. Improved Sales And Customer Service Skills: By providing training in sales and customer service, you can help your team develop the skills and techniques needed to effectively sell insurance products and provide excellent customer service. This can lead to increased sales and customer satisfaction, and ultimately, improved business performance.
  1. Increased Productivity And Efficiency: By providing training in areas such as product knowledge and process improvement, you can help your team become more efficient and productive in their roles. This can lead to cost savings and increased profitability for your agency.
  1. Enhanced Leadership And Management Capabilities: By providing leadership and management training, you can help your team leaders and managers develop the skills and capabilities they need to effectively lead and manage their teams. This can lead to improved team performance and a positive work culture.

Tips For Implementing Insurance Agency Training Programs

As an insurance professional, I know that it can be confusing trying to figure out where to start when implementing a training program. To effectively implement insurance agency training programs, consider the following tips:

  1. Identify Specific Training Needs And Goals: Before implementing any training programs, it is important to identify the specific needs and goals of your team. This will help you determine which types of training will be most beneficial and how to tailor the training to meet your team’s needs.
  1. Choose The Right Training Program And Provider: There are many training programs and providers available, so it is important to do your research and choose a program and provider that aligns with your agency’s needs and goals. Consider factors such as the content and format of the training, the reputation and experience of the provider, and the cost of the program.
  1. Involve All Team Members In The Training Process: To ensure that training is effective and beneficial for your team, it is important to involve all team members in the process. This may include soliciting feedback and input on the types of training that would be most beneficial, as well as encouraging participation and engagement during the training itself.


As an insurance professional, I know that using insurance agency training programs can be greatly beneficial to your insurance agency, increasing productivity, efficiency, and customer satisfaction. And with so many options available, you can find a variety of programs that will suit the needs of your team. Be sure to consider the tips outlined in this article when implementing your training programs to ensure the success of the training.

If you liked this blog check out our other insurance articles on: