Onboard Training for New Insurance Professionals

Set the stage for your new recruits' success with a training program that focuses on knowledge retention and application.

Schedule a Demo

Here's how it works

Choose training

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

Follow 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.

Implement structured training with impactful results

✔

Faster onboarding and reduced time-to-productivity
✔

Improved employee performance and retention
✔

Reduced training costs and resource allocation
✔

Demonstrated commitment to employee development

"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, Hub International

Designed to Engage and Educate

EXCEED^® series are filled with insights and practical knowledge. Designed specifically for e-learning, they are interactive, include activities and quizzes, and use real-life scenarios. Each episode delivers knowledge in bite-sized portions so learning time is well spent.

View Catalog

Build a High-Performing Team

EXCEED^® allows organizations to create a customizable training program—or enhance their current program—to meet their team's unique needs. From customized training plans and curriculums to real-time reports, you can make sure your team has the tools they need for peak performance.

EXCEED Solutions

WebCE Blog