Group Benefits Training


Offers the ability for Agents to complete simulated small and large group quoting processes in preparation for the real thing.


Keep learners engaged increasing concept comprehension and retention.


Provide new-to-the-industry staff with a foundational understanding of group benefits.


Ensure learners are both comprehending and retaining concepts before moving forward within the program.


Teaches key insurance terminology so learners can fully comprehend the more complex concepts.

Task training for six lines of coverage

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Tasks Learned

  • Utilize Proper Insurance Terminology
  • Obtain Required Submission Information
  • Complete Small and Large Group Submissions
  • Compile Submissions
  • Compare & Contrast Quotes
  • Prepare Proposals
  • Binding Coverage & Enrollment Implementation
  • Policy Checking
  • ACA Requirements & Compliance
  • Client and Plan Participant Support

Lines of Coverage

  • Medical
  • Dental
  • Vision
  • Tax-Advantaged Accounts
  • Life
  • Long-Term Disability
  • Voluntary Benefits

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