We’ve partnered with New Level Partners (NLP) to bring you practical training in communication and customer management—built for independent agencies. 

As NLP celebrates 20+ years designing training for the Property & Casualty Insurance industry, we’re sharing a curated learning path that strengthens daily client interactions and supports our 2026 learning strategy. From clear verbal and written communication to proactive client follow‑up and service recovery, these short, applied modules help your team improve conversations, relationships, and retention—so you can deliver a standout client experience. Enroll today to build confidence and consistency.

Personal Auto Policies 101
On Demand | 2 hours | CE: 2 General
Customer Management Skills: Developing Insurance Relationships
On Demand l 1 Hour l NOT CE Approved
Customer Management Skills: Errors and Omissions
On Demand | 1 hour | NOT CE Approved
Customer Management Skills: Anticipating Needs
On Demand | 1 hour | NOT CE Approved
Customer Management Skills: Balancing Priorities
On Demand | 1 hour | NOT CE Approved
Customer Management Skills: Introduction to Relationship Management
On Demand | 1 hour | NOT CE Approved
Customer Management Skills: Building Trust and Managing Conflict
On Demand | 1 hour | NOT CE Approved
Customer Management Skills Package
On Demand | 7 hours | NOT CE Approved
Business Communication Fundamentals: Effective Verbal Communication Techniques
On Demand | 1 hour | NOT CE Approved
Business Communication Fundamentals: Effective Email Techniques
On Demand | 1 hour | NOT CE Approved
Business Communication Fundamentals: Time Management
On Demand | 1 hour | NOT CE Approved
Business Communication Fundamentals Package
On Demand | 3 hours | NOT CE Approved
Comprehensive Customer Management and Communication Skills Package
On Demand | 10 hours | NOT CE Approved
Customer Management Skills: Sales Basics - Uncovering Customer's Needs
On Demand | 1 hour | NOT CE Approved
Introduction to Risk Transfer and Policy Design and Insurance Distribution Channels
On Demand | 1 hour | CE: 1 General
Client Success and Account Development
On Demand | 1 hour | CE: 1 General
The Claims Process
On Demand | 1 hour | CE: 1 General
Comprehensive Introduction to Insurance Package
On Demand | 5 hours | CE: 5 General
Commercial Property: Introduction to Core Principles
On Demand | 1 hour | CE: 1 General
Commercial General Liability: Core Principles
On Demand | 1 hour | CE: 1 General
Commercial Auto Policy Coverage Fundamentals
On Demand | 1 hour | CE: 1 General
Introduction to Businessowner's Property & Liability Coverages
On Demand | 1 hour | CE: 1 General
Comprehensive Commercial Lines Package
On Demand | 5 hours | CE: 5 General
Homeowner's Property and Liability: Core Principles
On Demand | 1 hour | CE: 1 General
Insurance to Value
On Demand | 1 hour | CE: 1 General
Homeowner's HO-3, HO-6 & Renter's HO-4/ HO-14 ISO Policy Form: Update Year 2022
On Demand | 2 hour | CE: 2 General
Recreational Vehicles 101 (OIA)
On Demand | 1 hour | CE: 1 General
Introduction to Insurance (OIA)
On Demand | 1 hour | CE: 1 General
Introduction to Property & Casualty Insurance (OIA)
On Demand | 1 hour | CE: 1 General