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Get Custom Training

for Insurance Teams

Deliver personalized learning
Deliver personalized
learning
Close skill gaps
Close skill gaps
Establish cost-effective training operations
Establish cost-effective
training operations
Elevate your Insurance team with quality custom training content.
Here's What Our Clients Say
Examples of custom elearning solutions
for the Insurance industry
Microlearning Modules
Microlearning Modules

Bite-sized lessons that deliver focused knowledge quickly and efficiently.

Example:

“FNOL Call in 4 Steps” (5 min). For call agents. Tap-through lesson covers identity verification, coverage checks, loss facts, and expectations setting using masked CRM screenshots. Launch from CRM sidebar; ends with a 3-item check. Metrics: AHT, first-contact resolution, re-contact rate.

Engaging Scenarios
Engaging Scenarios

Interactive stories that let learners practice decision-making in realistic contexts.

Example:

“Water Loss Coverage Decision” (8 min). For desk adjusters. Branching scenario walks cause-of-loss triage (sudden/accidental vs. seepage), mitigation approvals, and vendor dispatch. Outcomes show cycle time and leakage risk; generates a supervisor-ready note template.

Tests and Assessments
Tests and Assessments

Quizzes and evaluations that measure understanding and track progress.

Example:

“Fraud Red Flags ID” (10 min). For SIU/claims. Image + snippet items test staged-loss indicators, medical billing anomalies, and VIN/title concerns. Randomized banks; instant rationales link to guidance.

Personalized Learning Paths
Personalized Learning Paths

Customized content sequences tailored to each learner’s goals and needs.

Example:

“New Adjuster 30-Day Path”. Mixes coverage primers, estimating demos, two recorded practice calls, and a mentor-scored file review. Unlocks by quiz/video scores; routes extra modules for weak areas.

Performance Support Chatbots
Performance Support Chatbots

On-demand digital assistants that provide just-in-time answers and guidance.

Example:

“ClaimsAssist”. In-chat answers for reserve guidelines, vendor selection, salvage/subro triggers, and state time-limit reminders. Returns source-linked steps inside Teams/Slack and claim system panels.

Online Role-Plays
Online Role-Plays

Simulated conversations or interactions that help learners build real-world skills.

Example:

“Difficult Denial Call” (7–9 min). For adjusters/CSRs. Practice clear coverage explanation and empathy with a reactive avatar. Timestamped coaching suggests stronger phrasing; second-take loop included.

Compliance Training
Compliance Training

Structured programs that ensure employees meet regulatory and organizational standards.

Example:

“Unfair Claims Settlement & UDAAP—In Practice” (12 min). For all claims. Practical vignettes on timeliness, documentation, and communication. E-sign attestations stored for audits.

Situational Simulations
Situational Simulations

Immersive activities that replicate real-life challenges in a risk-free environment.

Example:

“CAT Surge Day” (9 min). For claims leaders. Time-boxed choices for staffing, triage queues, vendor capacity, and outreach cadence. Sim shows severity, backlog, and indemnity leakage; exports an action plan.

Upskilling Modules
Upskilling Modules

Targeted courses designed to expand knowledge and build new competencies.

Example:

“ISO Forms: HO-3 & Endorsements 101” (15 min). For property adjusters/underwriters. Visual walk-through of key sections and common pitfalls; includes a printable cheat sheet.

Problem-Solving Activities
Problem-Solving Activities

Exercises that strengthen critical thinking and practical problem-solving skills.

Example:

“Leakage Lab” (team kit). Teams review anonymized files, compare paid vs. benchmark, and identify process gaps (late mitigation, missing subro). Submit a corrective playbook.

Collaborative Experiences
Collaborative Experiences

Group learning opportunities that encourage teamwork and knowledge sharing.

Example:

“UW–Claims Feedback Sprint” (45 min). Cross-functional session to reduce avoidable losses: appetite alignment, inspection triggers, and endorsement requirements. Exports a one-page standard.

Games & Gamified Experiences
Games & Gamified Experiences

Play-based learning methods that motivate through competition, rewards, and fun.

Example:

“Red-Flag Hunt” (Daily 3 min). Spot risky phrases or document cues in micro-snippets. Leaderboard resets weekly; winners pick Friday treats.

Let's discuss which custom solution can take your team to the next level.
Discover an easy way to ensure…

1

Skill Growth

Custom training builds real-world competencies step by step, giving learners the confidence and ability to perform effectively.

2

Employee Engagement

As learners see their skills improving, they become more invested and motivated, deepening participation in the training process.

3

Organizational Readiness

This combination of stronger skills and higher engagement ensures the workforce is prepared, compliant, and aligned with organizational goals.

Typical Outcomes Seen by Organizations
in the Insurance Industry

40%

40%
Less Time Spent on Training

Online learning requires less than half of the time that would be needed for in-person training.

70%

70%
Efficient Experience-Based Learning

Up to 70% of adult learning occurs through hands-on experiences. Online task simulators allow practicing and making mistakes in safe environments.

94%

94%
Higher Learner Satisfaction

94% of adult learners prefer to study at their own pace and on their own schedule.

Using AI to improve training outcomes
in Insurance
AI-Powered Chatbots and Virtual Coaching

These are conversational agents (often built on advanced language models) that can interact with employees in natural language – answering questions, providing feedback, and even coaching in a human-like manner. L&D decision-makers are increasingly adopting these tools to offer on-demand assistance and personalized guidance.

robot
24/7 Learning Assistants

AI chatbots serve as always-available tutors or helpdesk agents for learners. Employees can ask a training chatbot to clarify a concept, provide an example, or troubleshoot a problem at any time. Many companies have integrated such bots into their learning platforms or collaboration apps. According to industry research, virtual assistants and chatbots are now being deployed to handle routine learner queries and provide instant feedback on quizzes or exercises. This immediate support keeps learners from getting stuck and enables more self-directed learning. It also reduces the burden on human instructors or IT support for common questions.

Example:

“PolicyBot (Insurance)”. Staff ask coverage/process questions (reservation of rights, proof-of-loss timing, appraisal steps). Bot returns concise, source-linked answers from approved manuals in chat.

Feedback and Coaching

Beyond Q&A, AI coaches can give real-time feedback on performance. Modern AI tutors use natural language understanding to evaluate free-form responses and deliver personalized coaching, just like a digital mentor. L&D leaders find these applications instrumental in achieving training goals; surveys show high ROI of using AI chatbots to offer real-time feedback and guidance during learning.

Example:

“Empathy & Clarity Coach”. Upload a recorded call; AI highlights empathy cues, compliance phrasing, and jargon with timestamps; generates a coaching card.

Scenario Practice and Role-Play

A cutting-edge use case of AI chatbots is powering immersive role-play simulations. AI characters can simulate realistic dialogues with learners. Users can practice a coaching conversation with an AI-driven avatar that responds dynamically. Many organizations have already implemented this type of learning interaction, enabling learners to practice difficult conversations in a safe, simulated environment and receive instant constructive feedback. The AI can adapt its responses based on what the learner says, creating a tailored scenario and coaching the learner on their choices. This moves training beyond scripted e-learning into interactive learning-by-doing.

Example:

“Coverage Dispute Sandbox”. Reactive avatars simulate a claimant or contractor pushback; coach notes compare to communication standards.

Let's discuss how AI-powered chatbots and virtual
coaching can help you improve training outcomes.
Automated Assessments and Intelligent Feedback

AI is transforming how companies assess learning and evaluate competencies. Traditional training assessments (quizzes, tests, assignments, etc.) can be labor-intensive to create and grade, and they often provide limited feedback to learners. AI is changing this by enabling more automated, intelligent assessment methods.

Automated Assessments and Intelligent Feedback
Auto-Generated Quizzes and Exams

Using generative AI, L&D teams can automatically create pools of quiz questions, knowledge checks, or even complex case-study exams. Given a training document or video, an AI tool can generate relevant questions to test comprehension. This not only speeds up assessment development but can also produce a wider variety of test items (reducing over-reliance on a few repeat questions). By automating quiz generation, trainers ensure assessments are always fresh and stay aligned with up-to-date content and learning goals.

Example:

“Bulletin-to-Quiz”. Upload policy/guideline updates; AI drafts 8–12 items (image/sequence/scenario) for SME approval and assigns by role/state.

Automated Grading and Evaluation

Your AI-powered training tool can grade many types of learner responses automatically, far beyond simple multiple-choice scoring. Natural language processing models are capable of evaluating open-ended text responses, short essays, or even code snippets by comparing against expected answers or rubrics. This is particularly useful for large companies that need to assess thousands of learners efficiently and do it in a way that offers personalized feedback and recommendations.

Example:

“Case Note Review”. AI scores anonymized notes against rubrics (facts, coverage analysis, plan, next actions) and returns consistent feedback.

AI-Assisted Feedback and Coaching

Beyond Q&A, AI coaches can give real-time feedback on performance. Modern AI tutors use natural language understanding to evaluate free-form responses and deliver personalized coaching, just like a digital mentor. L&D leaders find these applications instrumental in achieving training goals; surveys show high ROI of using AI chatbots to offer real-time feedback and guidance during learning.

Example:

“Screen-Share Coach”. Multimodal analysis flags PII on screen during explanations and suggests masked workflows with timestamped guidance.

Fairness and Consistency

AI-based assessment can also improve consistency in scoring and reduce human bias in evaluations. Every learner is judged by the same criteria, and AI models (when properly trained and tested) apply the rubric objectively. And, of course, there's always an option to validate AI-produced scores with periodic human review, especially for high-stakes evaluations, to maintain trust and accuracy.

Example:

AI-assisted rubrics calibrate scoring for case notes and role-plays across offices; QA sampling maintains trust and defensibility.

Let's discuss how you can benefit from AI-driven
assessments and intelligent feedback.
Predictive Analytics for Training Impact and ROI

Linking training efforts to business outcomes has long been a challenge for L&D. Today, AI-driven learning analytics are giving organizations new powers to measure and even predict the impact of training on performance metrics. By analyzing large datasets of learning activities and outcomes, AI can uncover patterns that help prove ROI and improve decision-making.

Predictive Analytics for Training Impact and ROI
Advanced Learning Analytics

Traditional training metrics (completion rates, test scores, satisfaction surveys) only tell part of the story. AI allows far deeper analysis by correlating learning data with business data. Organizations are deploying predictive analytics that ingest data from Learning Management Systems, HR systems, and operational KPIs to evaluate how training moves the needle on business goals.

Example:

Correlate learning to cycle time, leakage %, indemnity severity, LAE, complaint rate, and NPS to identify high-impact modules.

Predicting Training Needs and Outcomes

AI can not only look backward but also predict future training needs and outcomes. AI-driven analytics can even predict which employees might benefit most from certain training, or who might be at risk of low performance without intervention. This predictive capability helps L&D teams prioritize and tailor their initiatives for maximum impact.

Example:

Models flag teams at risk before CAT season or product launches based on error clusters and scores; auto-assign refreshers and measure impact.

Real-Time Dashboards and Reporting

Modern L&D analytics platforms infused with AI provide real-time dashboards that track training effectiveness. These might include sentiment analysis of learner feedback comments, anomaly detection (e.g., identifying if a particular course consistently yields poor post-test results, indicating content issues), and even natural language generation to summarize insights for L&D managers. The goal is to move beyond basic reporting to actionable intelligence.

Example:

“Claims Readiness”. Live rollups show completions, failed checks, and plain-language insights for leaders and compliance.

Demonstrating ROI

AI-powered analytics capabilities feed into the bigger mandate of proving the value of training. AI helps by directly linking learning metrics to performance metrics. Companies can now estimate the dollar impact of closing a skill gap or predict how improving a certain skill through training will affect key business outcomes. This elevates L&D’s credibility in the eyes of executives.

Example:

Executive views quantify fewer exceptions/complaints, lower leakage, faster onboarding, and improved CSAT—supporting investment.

Let's discuss how predictive analytics
can drive your business outcomes.
Industry Fit Without Industry Friction
Personal Lines (P&C) Carriers
  • Shorten claims cycle time with FNOL and triage micro-modules.
  • Reduce leakage via case-note grading and scenario practice.
  • Link training to complaint and re-contact rates.
Commercial P&C Carriers
  • Align appetite and endorsements through UW–claims sprints.
  • Strengthen large-loss handling with simulations.
  • Correlate training to severity and litigation rates.
Life & Annuity Insurers
  • Improve beneficiary changes with verification micro-lessons.
  • Standardize suitability scripts via role-plays.
  • Track cycle time and complaint trends.
Health Insurers
  • Calibrate prior-auth intake with scenario checks.
  • Use bots for policy lookups and scripts.
  • Link training to appeals and call metrics.
Reinsurers
  • Standardize treaty wording reviews via modules.
  • Run CAT simulations for claims coordination.
  • Correlate training to dispute frequency.
MGAs/MGUs
  • Align broker submissions with appetite micro-lessons.
  • Reduce referral loops with underwriting checklists.
  • Track bind ratio and turnaround.
Third-Party Administrators (TPAs)
  • Standardize client-specific scripts and SLAs in chat.
  • Ensure consistent grading with AI rubrics.
  • Prove SLA adherence with readiness dashboards.
Independent Agencies/Brokers
  • Elevate needs analysis with role-plays.
  • Reduce E&O exposure via documentation drills.
  • Correlate training to retention and cross-sell.
CAT IA Networks/Vendors
  • Ramp rosters fast with mobile playlists.
  • Unify file documentation with note templates.
  • Track reinspection and severity variance.
Direct-Repair/Service Networks
  • Calibrate estimates and photo standards via modules.
  • Use assistants for parts/labor matrix prompts.
  • Correlate training to supplement and cycle time.
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