Agent Sales & Service Training
Updated April 25, 2024
General Insurance Knowledge, Product Knowledge, Procedure and Process Knowledge, System Tools Knowledge and Insurance Sales Knowledge are all important before prospects should be asked for their business. Agents have one opportunity to win over a prospect–the ASK must be GREAT!
The following Insurance Agent Training Opportunities provide the education and information needed for new CSRs, Producers, and Agency Principals to optimize the effectiveness of their respective activities.
Smart Choice Virginia Agency Development Program
OnBoarding and Training
Welcome to the Smart Choice Virginia Agency Development Program: A Customizable Checklist and Guide to Building a Successful Independent Insurance Agency from start up to sale or perpetuation. Please consider this effort an ongoing “Work in Progress” as the insurance industry is rapidly changing, and we are continuously updating the content.
YES, The insurance industry is in constant evolution; change is coming faster and faster. The frequency of major disruptors, primarily due to technological advancements has dramatically increased in the last decade, from what was a slow grind since the beginning of Lloyds. Therefore, updates and additions will continue to be necessary. Starting an Independent Insurance Agency is challenging in the ever changing world we live in today. The same challenges face existing agencies that would like to improve marketing and lead generation, increase operational efficiencies, improve net compensation, enhance their customer experience, consolidate carriers, add new carriers better suited as partners for long term success, and to prepare for succession or sale. The challenges are complicated by the need to find, review, and decide upon adding or replacing technologies; e.g., Lead Management Systems, Comparative Raters, Agency Management Systems, VoIP Phone Systems, Comparative Quote Proposal Systems, etc… THIS IS OUR CHALLENGE!
Our Virginia Territory Managers will collaborate with Smart Choice Agency Principals and Staff to optimize sales and service effectiveness using customized Onboarding and Training. To Get Started with the Smart Choice Virginia Agency Development Program contact your Territory Manager to have a Custom ADP set up.
CE Authority CL & PL Education Courses
Discounted for Smart Choice Agents at only $29.95 per year.
Smart Choice® has partnered with CE Authority to provide CE Courses and Training Courses for our agents at a very low cost. For only $29.95 per year, agents get access to over 200 courses (for Training and Education) and can complete their CE requirements.
CE Authority $29.95 a year for a Library of Insurance Courses and Complete Online CE Requirements! Click Here to Sign up now!
CE Authority Cyber Security Training Course
- Cybersecurity Awareness for Insurance Professionals (514)
CE Authority Commercial Training Courses
- An Overview of Business Insurance (eLIBI)
- Commercial Property Insurance (eLICMP)
- General Liability – A Comprehensive Overview
- Commercial P&C Insurance Coverages (385)
- The Complete Business Owners Package (383)
- Commercial Coverages, Exclusions and Perils (192)
- A Guide to Commercial Automobile Coverage and Claims (174)
- Inland Marine Insurance (eLIIMI)
- Workers Compensation (eLIWC)
- Contractual Liability Surrounding the Additional Insured (184)
- Recommending Endorsements to Complete the Commercial Property Insurance Package (227)
- Executive, Director and Officer Liability
- Umbrella and Other Excess Coverage (203)
- Forms of Business Ownership (eLIFBO)
OTHER CE AUTHORITY COURSES FOR ADDITIONAL COMMERCIAL TRAINING
- Business Income Insurance (202)
- Construction Insurance Bonding and Liens
- General Liability – A Comprehensive Overview
- Workers’ Compensation for Leased and Temporary Employees (478)
- Professional Liability Insurance – The Claims Process (356)
- Claims Made Versus Occurrence Policies (248)
- Commercial Crime Coverage (199)
- Risk Management in the Property and Casualty Industry (197)
- Understanding Insurance Litigation (209)
- Workers’ Compensation Adjuster (464)
- Protection Nonpublic Information (180)
CE Authority Personal Lines Courses
- Overview of Personal Lines P&C Insurance Coverages (386)
- Personal Auto Insurance Basics (eLIPAB)
- Personal Property and Liability Coverage (363)
- Personal Umbrella Policy (eLIPUP)
- Property and Casualty Concepts (eLIPCC)
- Standard Fire Policy (eLISFP)
- An Extensive Guide to Miscellaneous Personal Lines Coverages (392)
- Auto Insurance Trends (481)
- Comprehensive Personal Liability Policy (eLICPL)