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Free course template · Global

Insurance agent training: New agent onboarding

A ready-made course, live deck and two surveys for new and returning insurance agents. AhaSlides tracks progress, completion and scores for you. 50 minutes, 5 lessons, 12-question final check. Last reviewed 22 October 2026; not legal advice.

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Course outline at a glance

  • Who is who
  • How the agency is paid
  • Process
  • Accordion
  • Quiz

  • Anatomy of a policy
  • Key terms
  • Spot it
  • Tabs
  • Flashcards
  • Sorting activity
  • Quiz

  • Ask before you recommend
  • Do and do not
  • Practise
  • Document it
  • Process
  • Sorting activity
  • Scenario
  • Checklist
  • Quiz

  • Licensing and continuing education
  • Disclosures and fair treatment
  • Complaints and escalation
  • Accordion
  • Tabs
  • Process
  • Scenario

  • Final check
  • You have finished
  • Quiz
  • Multi-select quiz
  • Matching quiz
  • Accordion

Try some questions from the course

Question 1 of 3

A client asks how the agency is paid. What is the best response?

 

Clients deserve an honest, clear answer, and some states require one. Trust grows when you give one.

Lesson 1, How the agency works, teaches this. See the outline

Question 2 of 3

Which section lists what a policy does not cover?

 

Exclusions list what is not covered. Reading them with the client prevents surprises later.

Lesson 2, Reading a policy, teaches this. See the outline

Question 3 of 3

Which record matters most if a client later disputes the advice you gave?

 

Dated notes made at the time are the strongest record of what was discussed and agreed.

Lesson 3, The needs-based conversation, teaches this. See the outline

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Learners earn a certificate

Your organisation

Certificate of completion

This certifies that

Alex Morgan

has completed

Insurance agent training: New agent onboarding

Completed on12 October 2026
Sample certificate with a placeholder learner name.

Style 1 of 6: Standard

Everyone who finishes gets a certificate with their name, the course title and the completion date. Add your own logo, colours and signer.

Three pieces that work together

Learners prepare on their own, you answer questions live, and the surveys tell you what stuck. 12 fields to fill in with your own policy, contacts and locations; each one is highlighted inside the course.

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The Insurance agent training: New agent onboarding course as a learner first sees it

Completion is tracked for you

Learners sign in to take the course, so every start, finish and score is recorded in AhaSlides. No spreadsheet to keep.

  • Who has finished

    See who has not started, who is in progress and who has completed the course.

  • Every score

    Each learner's result on the 12-question final check, against the 80% pass mark.

  • What landed

    Survey results show what people took away and what to change next time.

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5 lessons, about 50 minutes

What learners can do at the end of each lesson. Minutes are an estimate.

  • Lesson 1: How the agency works · 9 min

    Before you begin · Who is who · How the agency is paid

  • Lesson 2: Reading a policy · 13 min

    Anatomy of a policy · Key terms · Spot it · Check

  • Lesson 3: The needs-based conversation · 13 min

    Ask before you recommend · Do and do not · Practise · Document it

  • Lesson 4: Your duties · 9 min

    Licensing and continuing education · Disclosures and fair treatment · Complaints and escalation

  • Lesson 5: Final check · 6 min

    Final check · You have finished

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Often taught together

Courses teams often run alongside this one.

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Common questions

Yes. The course, the live deck and both surveys are free. Claiming the template into your AhaSlides account is free too.

Yes. The course is self-paced and online, and the live deck lets you add a live session in the room or online.

Onboarding programme (self-paced course plus 60-min live session).

New and returning insurance agents, producers and customer service staff; run by agency principals and sales managers.

Record completion in your own LMS or record system, so you can show who finished the course and when.

Yes, everything. Change the wording, swap scenarios for ones from your workplace, add your logo, or remove parts that don't apply.

Your own details, each highlighted inside the course:
  • Agency name
  • Notes system
  • Complaint process
  • State licensing resource
  • First 90 days checklist
  • Course URL
  • LMS or record system
  • Agency org chart
  • Live session URL
  • Reporting channel
Then edit anything else you like: wording, scenarios, your logo.
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Ready to run it?

Free. Copy the course, live deck and both surveys into your AhaSlides account in one click.

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