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Basic Online Insurance and Business Skill Curriculum Training for IIAT Members

At IIAT, we’ve long championed the concept of hiring for aptitude and attitude and then training for technical expertise. Expanding recruitment to outside the industry brings many advantages including a wider pool of candidates, less pay pressure and easier ability to initiate into your way of doing business. We’ve now made this more feasible by collaborating with New Level Partners to bring online training to new hires in the insurance industry. Online learning is the ideal way to fit basic coverage and business skills education into the workday. Our new hire training is on-demand, interactive, cost-effective and measurable!

Introduction to the Insurance Industry ($80)


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These introductory modules provide learners with a foundational knowledge on how insurance and risk management works, key insurance terms and concepts, industry distribution channels and underwriting basics. The curriculum is an ideal onboarding assignment for all levels of staff new to the insurance industry.

Descriptions of the 6 Introduction to the Insurance Industry Courses


Commercial Lines Coverage BasicsTM ($275)


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In this in-depth series, users receive a comprehensive overview of commercial property, CGL, workers compensation, business auto and umbrella/excess, including knowledge checks in each course to gauge retention. Commercial Coverage Basics is appropriate for all commercial staff (sales, service, underwriting, administrative) and includes the six Introduction to the Insurance Industry courses as a combined learning package.

Descriptions of the 22 Commercial Lines Coverage BasicsTM Courses

Descriptions of the 6 Introduction to the Insurance Industry Courses


Personal Lines Coverage BasicsTM ($175)


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This series provides a comprehensive overview of homeowners, personal umbrella, personal auto and valuable articles floaters, including highlights of policy form changes. Knowledge checks are included in each course to test retention. The six Introduction to the Insurance Industry courses are also included as a combined learning package.

Descriptions of the 14 Personal Lines Coverage BasicsTM Courses

Descriptions of the 6 Introduction to the Insurance Industry Courses


Commercial Lines and Personal Lines Coverage BasicsTM ($350)


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The combined Commercial Lines and Personal Lines Coverage BasicsTM curriculum offers both coverage curriculums and the Commercial Coverage Challenge™ at a significant pricing discount. It includes all Introduction to Insurance, Commercial Insurance and Personal Insurance professionally-designed courses. Commercial and Personal Coverage Challenges are also included!

Descriptions of the 22 Commercial Lines Coverage BasicsTM Courses

Descriptions of the 14 Personal Lines Coverage BasicsTM Courses

Descriptions of the 6 Introduction to the Insurance Industry Courses


Advanced Communication and Negotiation Skills ($80)


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The client management team is often challenged with delivering difficult messages or negotiating the terms of an account. Client facing employees need the sharpest communication and negotiating abilities. This bundle includes modules on elevating negotiation skills, building credibility with clients, delivering powerful messaging on professional relationships and developing and strengthening an elevator pitch.

Descriptions of the 4 Advanced Communication and Negotiation Skills Courses


Business Communication Fundamentals ($80)


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Effective business communication is imperative for all employees. This bundle is a great foundational series including essential elements of business writing, verbal communication and time management.

Descriptions of the 5 Business Communication Fundamentals Courses


Client Management Essentials ($80)


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Today’s demanding clients require the account management team to anticipate client needs, adapt communication style, balance priorities and manage conflict. This course bundle includes modules to introduce communication styles and how to create a positive impression. It also includes courses on Agency Errors and Omissions best practices.

Descriptions of the 6 Client Management Essentials Courses


Emerging Leader’s Series ($245)


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The Emerging Leader’s Series contains courses targeted to both rising Millennials and experienced Gen X managers. The Recruiting and Hiring Series contains two modules with step by step guidelines for attracting and recruiting new talent. HR Essentials™ such as Human Resources Risk Management for your Firm, Employee Retention, Performance Management and Effective Coaching Techniques for Leaders are topics required for every manager guiding a team or running an office today.

Descriptions of the 6 Emerging Leader’s Series Courses


Limited Time Offer: Emerging Leader’s Sample ($80)


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For a limited time, you may purchase a sample Emerging Leaders Series which includes two modules: Employee Retention and HR Risk Management. After completing the modules, if you’d like to purchase the full Emerging Leaders series we will be happy to deduct the original sample purchase cost from the full series cost.

Descriptions of the 2 Emerging Leader’s Series Sample Courses

On average, each course within a curriculum is 30-40 minutes in length. Purchase grants 4-Month Access per individual to the selected curriculum.


*IMPORTANT DISCLAIMER: No curriculum or knowledge checkpoint is designed for use as a pre-employment test. In addition, the curriculums and materials have not been submitted for Continuing Education credits in any jurisdiction.

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