How to conduct an insurance needs review
Understanding needs builds trust and the right coverage.
6 steps →How-to guides
Insurance Agent How-To Guides
Step-by-step guides to common insurance agent tasks: the practical side of the job.
Common insurance agent tasks
Step-by-step overviews of tasks insurance agents perform regularly. Use them to understand the job, prepare for training or refresh your memory.
How to compare auto insurance quotes
Fair comparisons help clients choose wisely.
6 steps →How to help a client file a claim
Claims are where clients learn the value of their agent.
6 steps →Before you practice
Learn every core task
Our Insurance Agent training walks through these procedures and more, alongside vocabulary, safety and career-launch lessons.