EXCEED Industry Training, Insurance Producer & CSR Training

CREATE A SUCCESSFUL
TEAM OF INSURANCE EXPERTS

Save time and money with a training program developed by insurance experts at WebCE and the International Risk Management Institute (IRMI^®)! Whether onboarding a new producer or providing career development for your team, EXCEED increases the knowledge base to create a confident team of insurance professionals. EXCEED uses interactive elements and application based content to engage adult learners and promote knowledge retention.

DO YOU HAVE WHAT PROFESSIONALS NEED?

Gen Z

learns by doing and prefers active learning environments

Millennials

report that opportunities to learn and grow are extremely important to them when applying for a job

Adults

seek career development opportunities when considering job opportunities

Employees

want training to be fun and engaging

Onboard Faster With Consistency

Multiple sources report new producer failure rate is as high as 70% to 80% and the cost of employee turnover can be nearly $20K. One of the leading causes of failure is no support or structured training programs. The EXCEED Onboard program will give you a structured plan you can use to get your new producers on the right track to success. It's as easy as 1-2-3. Select the lines of business your new hires will focus on, follow our suggested study plans, and use the provided discussion topics and assessment questions to ensure understanding.

Learn More About EXCEED Onboarding

Create A Shared Knowledge Base

EXCEED is an interactive and engaging way to sharpen product expertise and create a comprehensive, shared knowledge base among all employees. With content created by industry experts, your team will actively apply what they’ve learned. Increase producer confidence to earn more faster and decrease errors and omissions. Our catalog includes Series and Reinforcements on a variety of personal lines and commercial lines topics, with life and health and employee benefit training products on the way.

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Maintain Engagement At All Levels

Whether starting a new career in insurance or needing a reminder on how to handle complex insurance questions, WebCE can help you exceed expectations. WebCE spent months reviewing the latest research on adult learning while a team of knowledgeable research analysts went to work developing the content. This joint project culminated in EXCEED, a new training product that engages adult learners with interactive elements and application-based content, making insurance learning faster, fun, and—most importantly—effective!

EXCEED EXPECTATIONS

With EXCEED, you can improve onboarding and decrease turnover, all while increasing sales and revenue. EXCEED combines interactive videos and content with real-world scenarios to increase retention of key ideas. Reporting and tracking features allow you to view progress and highlight training gaps during and after the onboarding process.

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Are you ready to speak with someone now?

Call us today at 877-488-9322.

Increase Revenue

Agents and Producers who have more confidence in their product knowledge can strengthen their communication skills, overcome objections and ultimately sell more.

Increase Activity

EXCEED offers micro-learning Series and Reinforcements that break down complex insurance concepts and provide real-world scenarios in an engaging format to help agents apply and remember 
what they’ve learned.

Increase Accountability

Robust reporting capabilities allow you to track employees’ performance and address any training gaps. Leaderboards give employees the power to compete with their peers while increasing engagement throughout the training process.

Increase Retention

Reviewing the episodes will increase recall and retention of content. EXCEED Reinforcements will keep the material fresh with real-world scenarios that allow the producer to apply what they have learned.

GET TO KNOW EXCEED

FREE Demo

Learn how to enhance onboarding with EXCEED
Check out the EXCEED dashboard
Get a sneak peek at the interactive content
View tracking reports and leaderboards
Create a training program tailored to your needs

P&C Showcase

$19.95

One month access
Sampling of personal & commercial lines episodes
Experience what makes EXCEED unique
On demand content that fits your schedule
Discount code included for next EXCEED order

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Reinforcements

Starting at $69.95

Access for one year
Property/Casualty and Life/Health Topics
Apply knowledge to real-life situations
2-3 minute engaging, animated and fun refreshers
Mobile-friendly & emailed to you weekly

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EXCEED Reviews & Testimonials

EXCEED modules make it easy to learn and then ‘translate’ that learning into a persuasive sales conversation. We see less call reluctance and better overall activity levels among those who engage with the material.

Chris Condon, Vice President of Sales Force Development, Hub International

I don't care if you have all the designations behind your name, or if you're an attorney who's in this business, you're not going to know everything. I like the modules for refreshing on things I may have forgotten.

Doug Lutz, CIC, CWCA, Owner and CEO, Doug Lutz Property and Casualty

[EXCEED] always puts topics into a real-world context that lets employees understand why it matters. It uses lots of specific claims examples, so you get the practical application piece as opposed to being just academic.

Julia Spracklen, COO, Roach Howard Smith & Barton Insurance