Insurance Onboard Traini​ng for New Producers, CSRs, Adjusters and More

Training for Mastering All Lines of Insurance

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!


Build a High-Performing Team

Choose Training

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

Follow the Plan

Use the provided study plan based on your selections. Plan includes tests and review days.

Discuss & Review

Keep the conversation going between manager and trainee with the provided custom discussion topics.

Monitor Progress

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

EXCEED Product Overview

Do More with EXCEED Onboard

Increase Speed to Competency

Limiting the focus, ensures your new trainees are not overwhelmed and have time to absorb their new knowledge to start closing sales faster.

Increase Knowledge Retention

The guided study plan utilizes the concept of microlearning to break the material into daily bite sized pieces to increase retention and understanding.

Increase Learning Opportunities

Discussion topics and questions provide an opportunity for a more in-depth conversation between the new hire and manager.

Need to see it to believe it?

Sign up for a free demo

Use the links to sign up for any of our upcoming product demos to learn more about EXCEED, the innovative and effective industry training solution from WebCE. About our demos: 

  • Attendees will receive an EXCEED discount coupon for attending.
  • Demos are not registered as continuing education (CE) credits.

EXCEED Product Demo Dates

Mar. 20, 202​4 — 11:00 AM CST