Sales & Retail training

Insurance Agent Training

Learn what insurance agents do and how they do it: a semi-in-depth, practical course covering the role, vocabulary, common procedures, safety and career launch.

Updated By the Career Education Institute Curriculum Team
Enroll nowView syllabus
What you’ll learn in Insurance Agent training

A practical, general introduction to the insurance agent job: what the role involves, 15+ key terms, how to perform common tasks such as conduct an insurance needs review and compare auto insurance quotes, safety essentials and how to launch your career. Online, self-paced, about 8 hours, $74.99.

  • Tuition
    $74.99
    Volume pricing from 2 seats
  • Length
    8 hours
    10 modules
  • Format
    Online
    Self-paced, any device
  • Access
    12 months
    LMS access
  • Level
    Beginner
    To intermediate
  • You receive
    Certificate
    Of completion

Learning outcomes

By the end of this course you will be able to:

  • Explain what an insurance agent does day to day, where they work and how the role fits into the team
  • Use 15+ essential insurance agent terms correctly
  • Walk through conduct an insurance needs review, compare auto insurance quotes, and help a client file a claim step by step
  • Identify the tools, equipment and technology used on the job
  • Apply core safety, compliance and professional standards
  • Map your path into the field, including credentials such as State insurance producer license

Course syllabus

10 modules, about 8 hours in total.

MODULE 01Introduction to the Insurance Agent Role40 min
  • What insurance agents do and why the role matters
  • Where they work: settings, employers and teams
  • Pay, job outlook and the career ladder
  • Professional and ethical expectations
MODULE 02A Day on the Job30 min
  • A realistic shift, start to finish
  • Schedules, shifts and workload
  • Working with supervisors, coworkers and customers
  • The best and hardest parts of the job
MODULE 03Essential Insurance Agent Vocabulary50 min
  • Key term: Premium
  • Key term: Deductible
  • Key term: Policy limit
  • Key term: Liability coverage
  • Key term: Underwriting
  • Plus 10 more terms with practice drills
MODULE 04Core Duties and Responsibilities50 min
  • Prospect for new clients
  • Assess clients’ insurance needs
  • Quote and compare policies
  • Explain coverage, limits and deductibles
  • Write applications and bind coverage
MODULE 05Common Tasks, Step by Step1 hr 45 min
  • How to conduct an insurance needs review
  • How to compare auto insurance quotes
  • How to help a client file a claim
  • Common mistakes and how to avoid them
MODULE 06Tools, Equipment and Technology40 min
  • Agency management systems
  • Comparative rating software
  • CRM tools
  • Phones and video calls
  • E-signature tools
MODULE 07Safety, Compliance and Professional Standards1 hr
  • Follow privacy rules for client data
  • Recommend coverage ethically and avoid misrepresentation
  • Meet clients in safe places
  • Keep licenses current
MODULE 08Skills Employers Look For40 min
  • Insurance products and coverage
  • Quoting and rating software
  • Needs analysis
  • Trustworthiness
  • Persistence
MODULE 09Launching Your Insurance Agent Career40 min
  • Education and training pathways
  • Credential overview: State insurance producer license
  • Credential overview: Chartered Property Casualty Underwriter (CPCU)
  • Resume and interview preparation
  • Your first 90 days on the job
MODULE 10Final Knowledge Check40 min
  • Comprehensive practice exam with explanations
  • Certificate of completion on passing

Who this training is for

  • Students: find out what the insurance agent job is really like before choosing a program or major.
  • Career changers: test-drive the field and build vocabulary and confidence before investing in formal training.
  • New hires and employers: shorten ramp-up time with a consistent foundation for every new insurance agent.

Pricing

$74.99 per learner. Buying for a team? Volume pricing applies automatically from 2 learners.

SeatsDiscount
2 to 101% off
11 to 202% off
21 to 503% off
51 to 1005% off
101 to 2507% off
251 to 5008% off
501 to 1,00010% off

Free preview lessons

Sample the course material for free:

Why train for this career

Insurance sales agents sell auto, home, life, health and business insurance, explaining coverage options, quoting policies and helping clients with changes and claims. BLS reports a median wage of $62,280 (May 2025) and about 43,100 openings per year. Read the full insurance agent career profile or see salary details.

Enroll in Insurance Agent Training

Fill this out and press the button: your email app will open with a pre-filled message to our enrollment team (info@hazwoper-osha.com). We reply with a payment link or invoice and your learning-platform login. Nothing you type is stored on this website.

Course Insurance Agent Training · 8 hours · $74.99 per learner

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Insurance Agent training FAQ
How long is the Insurance Agent training?
About 8 hours, online, self-paced. You get 12 months of LMS access, so you can learn around work or school.
How much does the Insurance Agent training cost?
$74.99 per learner. Volume pricing applies automatically from 2 learners, up to 10% off for large groups.
Is the course online?
Yes. The course runs on our online learning platform (LMS). After you enroll, we email your login details.
Will this course make me a licensed or certified insurance agent?
No. This is a general career-preparation course. It does not by itself grant a state license, national certification or academic credit. Insurance agents must be licensed by each state where they sell, for each line of insurance, and complete continuing education to renew. It is designed to help you understand the job and prepare for the formal training, exams and interviews that follow.
Who is this course for?
Students exploring careers, adults changing careers, new hires who want a faster ramp-up, and employers onboarding insurance agents.
How do I enroll?
Use the enrollment form on this page. It opens a pre-filled email to our team, and we reply with your payment link or invoice and your LMS access. You can also call 1-866-429-6742.
Do you offer group or employer pricing?
Volume pricing from 2 seats. Choose “My team or employees” on the form or visit our employer training page.
What do I receive when I finish?
Certificate of completion from Career Education Institute after you pass the final knowledge check.


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