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:
Recently promoted or second-season Account Managers still finding their footing, stretched-thin AMs seeking structure and inspiration, and cross-functional teammates who need context heading into Q4.
Let us relieve pressure by strengthening your team ahead of Q4 demands.Â
Account ManagerÂ
Essentials Series
$1000
8-Week On-Demand Experience
August-Sept 2025
3-Month Access
- 3 live webinars with Jenn Walsh—get clarity, examples, and straight answers
- 12 weeks of Ask-a-Coach access—ask a benefits expert anything, anytime
- 12 self-paced modules tied to the Client Lifecycle—watch and apply takeaways right away
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Firms derisk Q4 with one smart investment. Relieve pressure on your practice by equipping more team members to support growth, quickly and affordably.
 Participants build business confidence and sharpen their project management and communication skills—so they’re ready to take on more and contribute at a higher level.
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.
Both programs use the same proven core content trusted by 1,000+ client service professionals. The difference is in the delivery, pacing, and level of support.
The next Academy doesn’t start until February 2026. If you need team members ready before Q4, the Essentials Series delivers that same core training in a faster, more flexible format—at a lower price point.
Essentials is ideal when you need to equip more people quickly. It’s self-paced with three live webinars and Ask-a-Coach support—without the pressure of on-camera time or peer interaction.
Choose the flagship Account Manager Academy if you're looking for a deeper, coach-led development experience that builds week by week, with structured interaction with peers, module-specific activities, personalized feedback, and live coaching.
