Programs & Pricing
Give your client service team the training they deserve
Choose the right program for your employees
Ideal for:
 New(er) employees who need supercharged onboarding or career jumpstarting to become team ready.Â
 Let us “teach the business” so your managers can prioritize "on-the-job training."
Intro to the Employee Benefits Business
$500
On-demand
3-Month Access
- Bite-size videos explain Employee Benefits ecosystem
- Client Lifecycle modules spotlight key milestones and deliverablesÂ
- Story-driven coaching gives practical advice
- Searchable glossary defines hundreds of terms & concepts
Managers gain early and objective insights into employee potential.
Participants receive a welcoming, confidence-boosting industry introduction, designed to spark enthusiasm instead of overwhelm.
Ideal for:
Account Managers — of any experience level — who need an immediate self-paced solution to modernize their project management, communication, and mindset skills.
Let us deliver effective training anytime, anywhere.Â
On-Demand Account Manager Academy
$1500
On-demand
3-Month Access
- Bite-size practical video lessons
- Actionable tips, tools, and resources
- Module quizzes reinforce learningÂ
- Searchable glossary defines hundreds of terms & conceptsÂ
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Firms fast-track professional development for client service teams with a ready-to-go solution.Â
Participants engage in activities that spark valuable discussions with colleagues, accelerating their progress and solidifying expertise.
Ideal for:
 Account Managers—of any experience level—who thrive on live collaboration and are ready to sharpen project management, communication, and mindset skills with peer feedback and expert guidance.
Let us accelerate readiness and elevate performance in real time.
Account
Manager
Academy
Account Manager
Academy
$3000
2 Cohorts per year
3-Month Program
- 12 weekly one-hour cohort peer sessions
- Unlimited opportunities for 1:1 coaching
- Bite-size videos cover Client Lifecycle best practices
- Practical and actionable tips, tools, and resources
Clients value Account Managers who’ve shifted from reactive responders to proactive advisors.
Participants fine-tune their skills in real time, learning live alongside a network of peers for shared insights and expert guidance.
FAQs
This is the perfect program for someone who is new to the Employee Benefits Industry whether they are in Client Service, Sales, or Operations. Unlike role-specific training, this program fills industry knowledge gaps for new(er) employees.
This program can be useful for individuals transitioning to a brokerage firm from a role at an insurance carrier or benefits solution provider.
It varies by organization. This may be an Account Coordinator, Account Representative, or Analyst at your firm.Â
In the Account Manager Academy we’ve had a wide difference in years of experience, book sizes and complexity, and technical expertise. Yet 100% of the Account Managers report they have the same fundamental client issues.
We love cohort-based learning - where conversations amongst peers and with coaches reinforce key concepts and best practices. To best prepare teams for the busy season, we offer this program in February and May.
For firms who need a more immediate solution to support the professional development of their client service teams, our on-demand option provides all of the same industry insights, video lessons, and implementation best practices without the 1:1 coaching and peer community.
