Insurance
Solutions tailored to you and your team’s needs
Enhance Customer Experience
Strengthen Agents' complex problem solving and active listening abilities to increase FCR & CSAT
Facilitate AI and
GenAI Adoption
Understand AI strengths/weaknesses, develop appropriate trust of AI, and use it to boost productivity
Strengthen Frontline Leadership
Develop emerging leaders' ability to motivate & coach their agents
Bring out the best in each team member & leader. Achieve unprecedented results.
Tailored to your division. Personalized to each team member.
Sample of Roles from Supported Divisions
Challenge
AI-Powered Simulation
Practices effective negotiation to minimize payouts
Marissa hones her ability to effectively negotiate with various parties to minimize claim payouts while maintaining professional working relationships with third parties and claimants. Our AI-powered simulations offer a sandbox environment to iteratively practice, get instant feedback, and build confidence.
1:1 Professional Coaching
Develops effective conflict management & de-escalation tactics
Marissa and her dedicated coach are focused on strengthening Marissa's ability to manage conflict and de-escalate disputes so that she can confidently and effectively deliver optimal claim outcomes. Our 1:1 coaching plays a critical role in supporting team members in developing the capabilities, mindsets, and confidence they need to achieve the next level of performance and impact.
Tailored Career Guidance
Sees connection between high performance today and greater opportunities tomorrow
Marissa is motivated to excel because she has clear visibility into how her professional growth today is connected to the career she wants to build at her company. Our career pathing is designed to clarify a motivating career direction within the company and provide actionable steps towards standing out as a high-performer ready to succeed at the next level.
College Credits
Earns college credit and credentials from top universities
Team members additionally benefit from the opportunity to earn college credit and university credentials as an additional reward for investing time and effort in continuous professional development.
Challenge
AI-Powered Simulation
Practice giving constructive feedback
Julia hones her ability to deliver effective feedback and navigate difficult conversations with her direct reports. Our AI-powered simulations offer a sandbox environment to iteratively practice, get instant feedback, and build confidence.
1:1 Professional Coaching
Develop change management abilities
Julia and her dedicated coach are focused on Julia's ability to navigate and lead change effectively as a frontline supervisor. Our 1:1 coaching plays a critical role in supporting emerging leaders to develop the capabilities, mindsets, and confidence they need to achieve the next level of performance and impact.
Tailored Career Guidance
Sees connection between high performance today and greater opportunities tomorrow
Julia is motivated to excel because she has clear visibility into how her professional growth today is connected to the career she wants to build at her company. Our career pathing is designed to clarify a motivating career direction within the company and provide actionable steps towards standing out as a high-performer ready to succeed at the next level.
College Credits
Earns college credit and credentials from top universities
Team members additionally benefit from the opportunity to earn college credit and university credentials as an additional reward for investing time and effort in continuous professional development.
Challenge
AI-Powered Simulation
Practices leveraging data to analyze quotes
Kim hones her ability to make data-driven underwriting decisions by analyzing risk and confidently making adjustments to quotes. Our AI-powered simulations offer a sandbox environment to iteratively practice, get instant feedback, and build confidence.
1:1 Professional Coaching
Develops tactics to better communicate underwriting decisions
Kim and her dedicated coach are focused on developing techniques to communicate data-driven underwriting decisions more effectively to internal and external stakeholders. Our 1:1 coaching plays a critical role in supporting team members in developing the capabilities, mindsets, and confidence they need to achieve the next level of performance and impact.
Tailored Career Guidance
Sees connection between high performance today and greater opportunities tomorrow
Kim is motivated to excel because she clearly sees how her professional growth today is connected to the career she wants to build at her company. Our career pathing is designed to clarify a motivating career direction within the company and provide actionable steps towards standing out as a high-performer ready to succeed at the next level.
College Credits
Earns college credit and credentials from top universities
Team members additionally benefit from the opportunity to earn college credit and university credentials as an additional reward for investing time and effort in continuous professional development.
Unlock everyday wins for every team member
Exceed customer expectations with teams trained on high-value capabilities and mindsets
Sample Roles & Capabilities Developed
Professional Foundations
- Develop the mindsets and behaviors of an Impact Player
- Understand common misconceptions about career growth
- Build an effective relationship with your manager and peers
Adaptability and Change Management
- Proactively seek feedback and adapt with feedback
- Navigate ambiguity independently
- Establish working use of a growth vs. fixed mindset
- Demonstrate willingness and ability to adapt to change
Problem Solving and Judgement
- Uncover root cause; separating cause from symptoms
- Apply problem solving processes to workplace scenarios
- Practice structuring the evaluation of complex decisions
- Develop judgement adhering to or modifying processes and when to escalate
Customer-Centric Communication
- Effectively leverage both verbal and written communication
- Adapt message and tone to audience
- Support customers to identify practical, workable solutions
- Use range of conflict management styles
- Proactively de-escalate
Managing Time and Stress
- Implement time management strategies
- Prioritize tasks based on urgency level
- Practice strategies to increase attention to detail
- Practice emotional regulation and stress management
purpose-built to serve frontline teams & leaders
Off-the-Clock & Loved by Team Members
Team members love our programs offered as off-the-clock benefits, letting you support non-exempt employees without extra costs or FLSA pay obligations.
A Program Tailored to Your Needs
Tailored to your organization’s goals and culture, our programs ensure effective learning. Our curriculum and coaching help you achieve measurable progress for each team member or division.
Real-Time Insight into Team Growth & Success
Gain insights into each team member’s progress to better motivate them. See who’s stepping up, verify skills, and track how your team improves to deliver customer wins.
Easy Setup & Scale Up without PII Exchanges
Easy to set up without any PII exchange—team members simply opt-in with their name and email. Requiring only an NDA and purchase order, our setup is simple and fast.