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
Reduce Claims
Cycle Times
Enhance decision-making and technical proficiency to accelerate claims processing and reduce cycle times
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 managers' ability to motivate, coach, and lead their teams
Increase Operational Efficiency
Strengthen team members' problem-solving and communication skills to minimize operational delays
Strengthen Crisis Management
Train teams on key regulations and monitoring techniques to develop crisis management frameworks
Strengthen Frontline Leadership
Develop emerging managers' ability to motivate and coach operations teams
Improve Risk-Related Communication
Build skills to more clearly and confidently articulate risk factors and coverage decisions
Drive More Efficient Approvals
Train underwriters on how to effectively engage with sales teams for smoother and more efficient approvals
Develop Emerging
Leaders
Develop emerging managers' ability to motivate, coach, and lead their teams
Drive Cross-Selling Volume
Empower agents to adopt a consultative approach, enabling them to uncover cross-sell opportunities
Enhance Performance Monitoring
Enhance reporting & analytics capabilities to drive increased sales & marketing performance
Develop Emerging Leaders
Develop emerging managers' ability to motivate, coach, and lead their teams
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
Sample Roles & Capabilities Developed
Adaptability and Change Management
- Develop change management tactics to adjust to new technologies and processes
- Foster growth vs. fixed mindsets
- View unexpected changes as opportunities for growth
Systems Thinking
- Learn the role of various systems across the claims journey and decision-making process
- Identify upstream and downstream implications of changes in claims processes or decision logic
Process Improvement
- Anticipate and map out areas for efficiency gains
- Streamline claims workflows for more accurate and timely outcomes
- Design and utilize various metrics for continuous optimization
Problem-Solving
- Leverage data to make more informed decisions
- Root cause analysis, differentiating causes from symptoms
- Develop structured approaches to resolving complex claims issues
Applied Foundations of AI and GenAI
- Develop a comprehensive understanding of core AI functionalities
- Create appropriate trust of AI in the workplace
- Understand how AI tools integrate and interact with existing and new workflows
Sample Roles & Capabilities Developed
Process Optimization
- Map and analyze workflows to identify inefficiencies and bottlenecks
- Develop data-driven solutions to streamline operational processes
- Understand how process improvements impact other divisions
Strategic Thinking and Execution
- Align process improvement initiatives with organizational strategy
- Translate high-level objectives into actionable project plans
- Evaluate the long-term impact of operational changes
Change Management
- Guide teams through the adoption of new processes and technologies
- Communicate the value of change to stakeholders at all levels
- Proactively address resistance by addressing concerns and fostering collaboration
Cross-Functional Collaboration
- Map out key stakeholders across departments to ensure alignment
- Facilitate workshops and discussions to capture diverse perspectives
- Bridge communication gaps between technical and non-technical teams
Analytical Problem-Solving
- Leverage data and analytics to uncover root causes of inefficiencies
- Apply structured problem-solving frameworks to complex challenges
- Use predictive insights to anticipate future operational needs
Sample Roles & Capabilities Developed
Risk Assessment and Management
- Understand various types of risk
- Learn foundational risk management concepts and principles
- Practice appropriate selection and application of common risk management techniques
Attention to Detail
- Practice strategies to increase attention to detail to enhance precision in reviewing application data
- Confidently identify and address inconsistencies in policy submissions
- Balance thoroughness with efficiency
Internal and External Communication
- Build clear and professional written communication skills for internal and external correspondence
- Develop active listening techniques for collaboration with brokers and agents
- Practice tailoring communication to diverse stakeholders
Task Prioritization
- Learn prioritization strategies to handle high volumes of applications efficiently
- Practice setting realistic deadlines and managing competing demands
- Proactively identify potential delays in underwriting processes
Cross-Team Collaboration
- Foster relationships with senior underwriters, claims teams, and sales teams
- Learn to seek guidance and feedback to improve underwriting decisions
- Practice sharing knowledge and supporting team goals
Sample Roles & Capabilities Developed
Client-Centric Solutioning
- Learn strategies to establish trust and rapport with prospective clients
- Practice active listening to identify client needs and preferences
- Develop long-term client engagement through proactive communication
Persuasive Communication
- Enhance the ability to present insurance products confidently and clearly
- Practice tailoring pitches to align with client goals and objectives
- Refine written communication for impactful messaging
Time and Territory Management
- Tailor prioritization techniques to focus on high-potential leads
- Develop strategies to efficiently manage appointments and follow-ups
- Learn to balance prospecting, client meetings, and administrative tasks effectively
Product Knowledge Essentials
- Build a comprehensive understanding of insurance offerings and policy features
- Learn to explain complex coverage options in a way that resonates with clients
- Stay updated on product changes and market trends to maintain relevance
Overcoming Sales Challenges
- Develop resilience to handle objections and setbacks constructively
- Practice reframing challenges as opportunities to demonstrate value
- Learn strategies to re-engage prospects who initially declined or showed no interest
Sample Roles & Capabilities Developed
Systems Management
- Develop strategies for monitoring system performance and uptime
- Practice proactive troubleshooting to prevent system failures
- Understand the value of different workflows for each division
Complex Problem-Solving
- Enhance critical thinking to diagnose and resolve technical issues efficiently
- Develop frameworks for prioritizing and addressing complex problems
- Practice root cause analysis to prevent recurring system errors
Cross-Team Collaboration
- Build effective communication skills to coordinate with support and development teams
- Learn to translate technical issues into actionable insights for non-technical stakeholders
- Practice tailoring messaging to different audiences
Foundations in Cybersecurity
- Strengthen understanding of cybersecurity protocols and best practices
- Learn to identify and address potential vulnerabilities and when to escalate
- Stay informed on emerging threats and updates to security standards
Adaptability and Change Management
- Develop strategies to manage transitions during new software or hardware rollouts
- Practice maintaining productivity amidst shifting priorities and demands
- Embrace new technologies and system upgrades with confidence
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.