EXCEED Training

Give your company's current insurance onboarding program a boost or build a new program with EXCEED Onboard! Set the stage for your new recruits' success with a training program that focuses on knowledge retention and application. Use it to onboard various positions within your company including agents, producers, CSRs and more!




Tell Us The Training You Need

Select two or three insurance lines of business your new trainee will be focusing on during onboarding. 

Execute The Guided Study Plan

Set aside time for the trainee to complete daily content within the Series. 

Extend The Knowledge

Extend the learning with assessment questions to ensure the trainee is understanding the concepts and use discussion topics to keep the conversation going to determine the next concept to master. 



Specific Training

You choose 2-3 insurance lines of business most important for your new recruit to learn and understand.


Onboarding Calendar

We provide a guided study plan based on your selections. Plan includes tests and review days.


Discuss & Review 

We provide custom discussion topics to keep the conversation going between manager and trainee.


Monitor Progress

Ensure your trainee understands all the important topics and stays on top of their training schedule with reports.



Give your insurance onboarding program a boost and increase the efficiency of your training!

Increase Speed to Competency

Selecting topic-specific insurance lines of business will allow you to focus onboarding on the immediate needs of new producers. It creates a common knowledge base needed to hit the ground running and increase the speed to competency. Limiting the focus, ensures your new trainees are not overwhelmed and have time to absorb their new knowledge to create a strong foundation for future training and allows them to start closing sales faster.

Increase Knowledge Retention

The guided study plan utilizes the concept of microlearning and breaks the material into daily bite sized pieces to increase retention and understanding. Microlearning improves focus and supports long-term retention by up to 80%.

Increase Learning Opportunities

Discussion topics and assessment questions provide an opportunity for a more in-depth conversation between the new hire and manager. Once there is mastery of one line of business, you can then further the development of your trainees’ with other EXCEED products and packages.  


Sign Up For An EXCEED Demo



Sign Up or Call

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

P&C Showcase


  • 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


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