12 Tips for Choosing an Insurance Sales Training Course

Written by Matthew King, time it takes to read this article is  minute(s).


To get started as an insurance agent, you need two important things: a high school diploma and an insurance license. In addition, some companies limit their hiring pools to those with a bachelor’s degree or other credentials.

As you get started in this industry, most of your experience will come from on-the-job training. Newly-hired agents often shadow more seasoned employees to learn how to handle client interactions, conduct office procedures, and navigate different policy options.

While this type of informal education can be invaluable, insurance sales training covers critical industry topics in an engaging, collaborative environment. It can help you launch your new career, grow in your current position, and differentiate yourself from the competition.

However, not all courses and classes are created equal. Today, we’re sharing 12 important features to look for when you’re ready to sign up and start learning!

1. Avoid Contract or Commission Requirements

The primary goal of insurance training is to equip you and your team to build, grow, and enhance your business. As you discover tactics to help you appeal to clients, you’ll also:

  • Grow your knowledge of the industry
  • Learn multiple aspects of insurance
  • Find out how to build your sales and revenue

That said, be wary of any course that requires you to sign a contract, pay a commission, or produce anything before you can access this knowledge. While you should expect to pay a course fee, it should be all-inclusive, and the information should be all-access.

If the training company is withholding its insights in any way, consider this a red flag. Instead, find a program like our Insurance Advisor Elite Insurance Sales Training Program. This gives you an instant pass to all of the current and future training programs we release, as well as a bevy of online resources and digital tools.

It’s the easiest and most economical way to learn all of the skills you need to excel in any field of insurance you study. This program includes the following training courses:

2. Ensure On-Demand Content

We get it. You’re busy making sales, growing your business, and attracting new clients. You might not be able to make an insurance sales class at a set, specific time.

That’s why you should look for a course that’s available on-demand, any time you need to access it. This way, you can review the content on your time, and you don’t have to worry about missing out on anything because your schedule is packed.

When you sign up for a course through Insurance Sales 101, we always keep your needs in mind. We won’t make you attend any type of mandatory training sessions or time-consuming, in-person training events. We know your time and money are valuable to you, and we’ll make sure you’re spending both wisely.

3. Look for One-on-One Support

Online learning offers tons of advantages and opportunities. As mentioned, the content is always there, just a click away. Once you log into your account, it’s there forever and you can refer back to it as necessary throughout your career.

However, there can be times when digital learning feels a little removed. If you have questions or want to dive deeper into any given topic, you need the ability to connect with a live expert in real-time.

That’s why it helps to find an insurance selling course that also offers students access to one-on-one sessions if needed. A few of the different ways you may connect include:

  • Via phone
  • Via live chat
  • Via email
  • Via in-person appointments

Before signing up for a course, check to see if this is an option. You may not need to access the feature at all, but you’ll be glad it’s there if you do. When you take a course through us, you’ll have access to live chat, so you can ask questions as soon as they arise.

4. Consider Niche-Specific Courses

Once you’ve taken a general insurance training course, you may be interested in delving further into a specific field that interests you. For instance, does Medicare insurance pique your interest? What about final expense insurance or annuity insurance?

If you want to learn more about these fields, you should be able to do so. Ask the training company in question to share information about all of the different courses they offer, and see if your chosen niche is included.

One example is our Comprehensive Medicare Sales Training Program. Designed for agents who want to perfect the art of selling Medicare, it’s included in our Insurance Advisor Elite Training Program.

When you sign up for this course, you’ll gain access to a variety of different resources, including:

  • Our Medicare Insurance 101 course
  • Our advanced Medicare insurance sales strategies
  • Our tips to build long-term revenue
  • Our Medicare-specific prospecting techniques
  • Our Medicare-specific resources and digital tools
  • Our proven Medicare sales system
  • One-on-one coaching and dedicated support

In all, this course will allow you to save more than $500 through exclusive discounts on a variety of business-related expenses, including overhead and startup costs, software, technology, and more.

5. Ask About the Payment Structure

As a budding insurance agent, the last thing you need is to pay once for a training course, only to get hit with subsequent, add-on fees in the future. A company might charge you to access the course material, for instance, and then make you pay extra to download digital tools or bonus content.

You need to manage your business budget wisely, and you can’t do so when you don’t know what types of expenses might be coming down the pipeline. Only choose an insurance sales course that operates on a one-time payment. 

If the company you’re eyeing requires you to sign up for a recurring subscription to keep your course access current, look elsewhere. The same applies to companies that want to charge you for every little tool or resource they offer. When you sign up for an all-access-pass bundle through Insurance Sales 101, you’ll gain instant access to all of our related content, including:

  • Relevant digital tools
  • Spreadsheets
  • Planners
  • Downloads
  • Worksheets
  • Templates
  • Action guides

Of course, we’re also willing to work with you to make this information as accessible and affordable as possible. If you prefer not to get everything at once you can also pay for the course content individually!

6. Understand Refund Options

What if you get all the way through an insurance training course only to realize that it’s not applicable to your needs? What if you found the course content irrelevant, unuseful, or unhelpful?

You shouldn’t be required to pay for information you can’t or won’t use. Before paying for any sales course, ask about your refund options. If possible, find a training company that will issue you a full refund if the course doesn’t meet your expectations in any way.

If you sign up through our website and you’re dissatisfied with any course you take, reach out to our friendly support team. The associates on our team are knowledgeable and ready to help you sort through any issue you encounter. If you can’t come to a resolution, they’ll issue a refund as long as you make the request within 30 days of your purchase.

7. Look for Features for New Agents

Everyone can benefit from insurance sales training courses. However, new and emerging agents need special assistance as they get their businesses up and running.

That’s why the course you choose should cater to someone in your shoes. You need content material that will help you understand and grasp the foundational basics, as well as achieve these other goals:

  • Develop a proven sales process
  • Write a business plan
  • Sell your services to leads and prospects

If you’re new to the insurance industry, you’ll find value in all of our courses. This is especially true of our introductory-level courses, such as the Life Insurance Sales Training Program, also known as Life Insurance 101.

Also included in our comprehensive Insurance Advisor Elite Training Program, this course helps you master the art of life insurance through step-by-step training and support.

8. Understand the Sign-Up Process

You shouldn’t have to jump through hoops or sign your life away to sign up for an insurance training course. In today’s Digital Era, the process should be as easy as clicking a few buttons, entering your requisite information, and getting started.

At Insurance Sales 101 we set out to simplify it as much as possible. All you have to do is click the Enroll button on our website, sign up for the course you want, make the payment, and you’ll have instant access to all of the material.

9. Make Sure You Have the Basics

Before you sign up for any type of online course, make sure you fully understand everything you need to have in place. You don’t want to make the payment and prepare to dive into the material only to find that you can’t connect to the internet or your computer won’t download the content.

For all of our courses, you’ll need the following:

  • Reliable access to the internet via your smartphone, tablet, or desktop computer
  • The ability to self-pace and follow directions
  • A desire to learn

That’s it! As long as you have those elements down, you’ll have no trouble accessing or enjoying our courses. You may also want to have paper and a pen handy so you can take notes as you learn!

10. Check Reviews

Did you know that 84% of people now trust online reviews as much as personal recommendations from friends and family members? Today, more and more individuals are searching online to make sure a brand is reputable before paying for its services, and insurance training is no exception.

If you’re stuck between a few different training companies, take the time to see what others are saying about them. Most training programs will proudly share testimonials, reviews, and feedback from past students, right on their website. You can find ours on our homepage, as well as on the landing page for each individual course we offer.

While each person’s experience will be different, this can be a good way to understand what the company offers and which features students prefer over others.

11. Prioritize Adaptability

There isn’t one, concrete way to sell insurance. Rather, each agent will bring their own approach and technique to the process. The training program you use should understand and embrace this individuality.

At Insurance Sales 101, we know that the ability to adapt can separate successful agents from unsuccessful ones, especially as market conditions continue to change rapidly. That’s why we’ll give you the tools you need to sell the way you prefer and know best.

12. Ask About Instructor Credentials

Finally, you should be confident that the course content you receive is authoritative, correct, and relevant to your field of study. Ask to learn more about the instructors who are behind it, especially if this information isn’t readily available on the course website.

When you learn with us, we’ll connect you with seasoned, established agents who have been exactly where you are now. If you have questions about the content, they’re available. They’re also there to help you grow your career, sharing advice and techniques to help you close a sale, attract new leads, or break into a competitive niche, such as annuity insurance.

Ready to Access Our Exclusive Insurance Sales Training?

In this post, you’ve learned a dozen features that only the best insurance sales training courses will offer. If you’re ready to skip straight to a program that offers all of this and more, head straight to Insurance Sales 101.

Whether you choose a flagship insurance training program that focuses on your interests or you go all-in with our all-in-one Elite Training Program, you’re sure to find a course that meets your needs.

If you have questions about any of our courses, feel free to reach out to our team. Then, click Enroll Now to sign up for your course and lock in your low price!

Join Insurance Advisor Elite

All access-pass to all courses, resources, sales systems, bonus content, and digital tools.

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