Category: elearning for insurance
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Life & Annuity Carrier Standardizes Suitability Scripts With Situational Simulations and Role-Plays
This case study profiles a Life & Annuity insurance carrier that implemented Situational Simulations, reinforced with live role-plays, to standardize suitability scripts across distributed sales and service teams. Instrumented with the Cluelabs xAPI Learning Record Store, the program delivered more consistent and compliant client conversations while accelerating onboarding and building advisor confidence.
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Independent Insurance Agencies and Brokers Use Microlearning Modules to Correlate Training to Retention and Cross-Sell
An insurance network of independent agencies/brokers implemented Microlearning Modules to upskill producers and service teams in the flow of work. Paired with the Cluelabs xAPI Learning Record Store, the program linked lesson engagement to CRM and policy events, enabling leaders to correlate training to retention and cross-sell and target coaching where it mattered. This executive…
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How an Insurance MGA/MGU Used Collaborative Experiences to Cut Referral Loops and Speed Quotes
This case study follows an insurance MGA/MGU that implemented Collaborative Experiences to co-create simple underwriting checklists and embed new habits in the flow of work. Paired with an “Underwriting Checklist Coach” powered by the Cluelabs AI Chatbot eLearning Widget, the program reduced referral loops, accelerated quote turnaround, and improved consistency and auditability of decisions. The…
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Making SLA Readiness Visible in Insurance TPAs With Advanced Learning Analytics
This case study shows how an insurance-sector Third-Party Administrator implemented Advanced Learning Analytics—powered by the Cluelabs xAPI Learning Record Store—to unify LMS, simulations, coaching, and on-the-job data into real-time readiness dashboards. The organization used these insights to staff only ready agents, prove SLA adherence with audit-ready evidence, and strengthen compliance, reduce risk, and boost client…
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