Insurance agent training: New agent onboarding

A ready-made course you customise for your organisation, with a live session deck and two surveys. You only add the 12 details that are specific to your organisation.

See the live deck See the full outline

Try the course Preview the survey

Length: 50 min
Lessons: 5 lessons
Frequency: Onboarding programme
Last reviewed: 22 Oct 2026

The needs-based conversation

What would you do?

A client shows you a cheaper quote and says, 'It is the same cover, so why pay you more?'

Try it: this is one of 19 interactive activities in the course.

What's included

Three pieces that work together

Copy once, get everything. Learners prepare on their own, you answer questions live, and the surveys tell you what stuck.

Self-paced course

Short lessons with real workplace scenarios, not walls of text.

5 lessons, about 50 minutes
Process, accordion, tabs, sorting activity and quizzes
12-question final check, 80% to pass

Live session deck

An AhaSlides presentation to run after the course, in person or online.

12 slides
Poll, quiz, word cloud, ranking slides
A closing slide for your contacts

Two surveys

Find out what landed and what to change next time.

Feedback survey: 11 questions
Check-in survey: 5 questions
Questions written for this session
Results feed your next session

Learning objectives

At the end of this course, learners can

Each objective and the lesson that covers it.

ID	Objective	Source	Where it's covered
TO 445.0	Achieve ≥ 80% on the final assessment	-	Whole course
SO 445.1.1	Explain how the agency makes money and what a client is paying for	Best practice	Whole course
SO 445.2.1	Describe the basic parts of a policy (declarations, coverages, exclusions, conditions) and read a sample page	Best practice; local guidance	Whole course
SO 445.3.1	Run a needs-based conversation: ask before you recommend, and document it	Best practice	Whole course
SO 445.4.1	Recognise licensing, disclosure and record-keeping duties that apply to you + your info	State insurance law	Whole course
SO 445.5.1	Handle a complaint or a coverage question without promising what the policy does not say	Best practice	Whole course

Your part: what a template can't do for you

Your workplace details: fill in the 12 highlighted fields so the course describes your own policies, contacts and locations.
Records: record completion in your own LMS or record system.

Course outline

5 lessons, about 50 minutes

Minutes per lesson are an estimate, shared out by page count.

ContentInteractiveVideoYou customise

How the agency works

3 pages

9 min

Before you beginNoteTextList

Who is whoTextProcessNoteImageYour info

How the agency is paidTextAccordionQuiz

Reading a policy

4 pages

13 min

Anatomy of a policyTextTabs

Key termsTextFlashcards

Spot itTextSorting activity

CheckQuiz

The needs-based conversation

4 pages

13 min

Ask before you recommendTextProcess

Do and do notTextSorting activity

PractiseTextScenario

Document itTextChecklistNoteQuizYour info

Your duties

3 pages

9 min

Licensing and continuing educationTextAccordionNoteYour info

Disclosures and fair treatmentTextTabs

Complaints and escalationTextProcessNoteScenarioButtonYour infoYour info

Final check

2 pages

6 min

Final checkQuizMulti-select quizMatching quiz

You have finishedKey factAccordionNoteButtonYour info

Live deck and surveys

12 slides to run live, two surveys to close the loop

Pink slides are interactive. Every survey question is listed below.

Content · customiseAsk before you recommend

Word cloudWhat do clients worry about when they buy insurance?

PollWhich part of a policy do clients ask about least but matters most?

QuizWhich section of a policy lists what it does not cover?

ContentFour steps, every time

PollA client asks if they are 'fully covered'. What do you say?

RankingRank these phrases from safest wording to riskiest.

QuizA client later disputes your advice. Which record matters most?

ScaleHow confident are you handling a complaint call?

Open-endedThe hardest conversation I have had or expect to have

Q&AAsk the trainer anything

Closing · customiseYour first 90 days

Feedback survey: 11 questions

Overall, how would you rate this session? 5 stars
How much do you agree? grid
How useful was it for you? 1-5 scale
Before the course, how confident were you about explaining what a policy does and does not cover? 1-5 scale
Now, how confident are you about explaining what a policy does and does not cover? 1-5 scale
I can explain what a client's policy does and does not cover. 1-5 scale
Which part of onboarding should have more time? multiple choice
What question did you not feel able to ask? short text
How easy is it to ask a senior colleague for help? multiple choice
What is one thing we should change or add? open text
How likely are you to recommend this session to a colleague or friend? NPS

Check-in survey: 5 questions

Since the course, have you used what you learned? multiple choice
How confident are you today about explaining what a policy does and does not cover? 1-5 scale
Do you know where to find your agency's complaint process and licensing resources? multiple choice
Describe a situation where this training helped, or where you were not sure what to do. open text
Which topics should the next refresher focus on? ranking

Make it yours

12 fields to fill in, and you're ready

Everything else is done. These are the details only your organisation knows; each one is highlighted inside the course.

Agency name{{AGENCY_NAME}}
Notes system{{NOTES_SYSTEM}}
Complaint process{{COMPLAINT_PROCESS}}
State licensing resource{{STATE_LICENSING_RESOURCE}}
First 90 days checklist{{FIRST_90_DAYS_CHECKLIST}}
Course URL{{COURSE_URL}}

Show all 12 fields

Survey 1 URL{{SURVEY_1_URL}}
LMS or record system{{LMS_OR_RECORD_SYSTEM}}
Survey 2 URL{{SURVEY_2_URL}}
Agency org chart{{AGENCY_ORG_CHART}}
Live session URL{{LIVE_SESSION_URL}}
Reporting channel{{REPORTING_CHANNEL}}

FAQ

Common questions

Can I run insurance agent training: New agent onboarding training online?

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

How often is this training needed?

Onboarding programme (self-paced course plus 60-min live session).

Who needs this training?

New and returning insurance agents, producers and customer service staff; run by agency principals and sales managers.

What records should I keep?

Record completion in your own LMS or record system, so you can show who finished the course and when.

Can I edit the content?

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

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Last reviewed: 22 October 2026Templates are a starting point, not legal advice.

Ready to run it?

Open the live deck to see how the session runs alongside the course and both surveys.

See the live deck