Training for insurer and brokerage teams
In short
Exponent delivers tailored training for teams at insurers, brokers and agencies: management and leadership, sales management, regulatory compliance, data analytics and artificial intelligence applied to everyday work. Through Exponent Academy, it also offers the annual continuing education course for brokerage staff, paid for with the brokerage’s training credit.
What problems does it solve?
- Teams that do not make the most of the tools they already have.
- Fear of, or unfamiliarity with, AI.
- Mandatory regulatory training that has to be covered.
What do we do?
Management and leadership
Management skills and team leadership.
Sales management
Selling, retention and cross-selling.
Data and AI
Practical use of data and AI tools in daily work.
Compliance
Whistleblowing channel, data protection and anti-money laundering.
Digital
Social media, marketing and online sales.
Tailored programmes
Programmes designed for each company.
What does a project look like?
- 1. NeedsWhat the team needs to be able to do.
- 2. ProgrammeContent, format and schedule.
- 3. EvaluationWe measure what was learned.
Frequently asked questions
Is training in person or online?
Both. We adapt the format to each company.
Do you run AI courses for non-technical staff?
Yes, focused on insurance cases and the safe use of the tools.