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Nine Critical Training Topics for Insurance Company Employees

Updated: 5 days ago

Insurance Industry Training Topics

Like most sectors, insurance has seen a dramatic shift over the past several years with regard to how training is delivered to industry employees. The introduction of powerful new SaaS-based technologies, combined with increasingly remote workers has forced many insurance companies to shift their training strategies away from in-person, classroom-based training in favor of online learning, or ‘eLearning’.

The Benefits of an eLearning-Based Training Strategy

Some of the advantages of eLearning for insurance company employee training include the following:


eLearning allows employees to complete their training at their own pace and on their own schedule, which is particularly helpful for those with busy schedules or who work remotely.


With eLearning, employees can access training materials from anywhere with an internet connection, making it easier to reach a wider audience.


eLearning can be less expensive than traditional in-person training, as it eliminates the need for travel and accommodation costs, and reduces the need for printed materials.

Interactive and Engaging

eLearning can incorporate interactive features, such as quizzes, simulations, and games, which can make training more engaging and effective.


eLearning platforms can provide detailed analytics on employee progress, allowing managers to track performance, identify knowledge gaps, and tailor training to individual needs.


eLearning ensures that all employees receive the same training and have access to the same resources, helping to standardize training across the organization.


eLearning materials can be updated quickly and easily, ensuring that employees receive the most current and relevant training content.

Nine Critical Training Topics for Insurance Company Employees

There are several critical training courses that insurance company employees should take to ensure they have the knowledge and skills necessary to perform their jobs effectively. Here are some examples:

Insurance Fundamentals

This course provides an overview of the insurance industry, including types of insurance, policy terms and conditions, and regulatory requirements.

Customer Service

This course teaches employees how to interact with customers effectively, including how to handle complaints, manage expectations, and build rapport.

Sales and Marketing

This course provides training on how to sell insurance products, including how to identify customer needs, present products, and close sales.

Claims Management

This course covers the claims process, including how to investigate claims, determine liability, and negotiate settlements.

Risk Management

This course teaches employees how to identify and assess risk, including how to develop risk management strategies and implement risk mitigation measures.


This course covers regulatory compliance requirements, including state and federal laws and regulations that govern the insurance industry.

Data Analysis

This course provides training on how to analyze data, including customer data, claims data, and market trends, to make informed business decisions.

Insurance Industry Training Resources

There are many training resources available for individuals working in the insurance industry. Here are some examples:

Professional associations: Many insurance industry professional associations, such as the National Association of Insurance Commissioners (NAIC) and the Chartered Insurance Institute (CII), offer training courses and certification programs for their members.

Regulatory bodies: State insurance departments often provide training resources for insurance industry professionals, including online courses, webinars, and in-person seminars.

Industry conferences and events: Attending industry conferences and events can provide valuable training and networking opportunities for insurance industry professionals, with many featuring keynote speakers, workshops, and panel discussions on relevant topics.

Third-party training providers: There are many third-party training providers that specialize in insurance industry training, such as The Institutes, which offers a range of insurance education and certification programs.

About LMS Portals

At LMS Portals, we provide our clients and partners with a SaaS-based, multi-tenant learning management system that allows you to launch a dedicated training environment (a portal) for each of your unique audiences.

The system includes an embedded course authoring tool that enables most anyone to build engaging courses quickly and easily.

We offer a complete library of ready-made corporate training courses. So you can build your own courses, utilize our off-the-shelf library, or some combination of the two.

If you choose to, you can create Learning Paths to deliver courses in a logical progression and add structure to your training program. The system also supports Virtual Instructor-Led Training (VILT) and provides tools for online coaching and social learning.

The unique capabilities of LMS Portals provides the ideal platform for our insurance industry clients and partners.

Contact us today to get started or visit our Partner Program pages

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