Both programs use the same proven core content trusted by 1,000+ client service professionals. The Essentials program 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 optional monthly Ask Us Anything live sessions.

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.

Note that the Account Manager Academy's next cohort is Feburary 2027.

Participants begin with a short foundational sequence covering core GenuineShift concepts. Once they complete the foundation, the full Employee Benefits lifecycle unlocks.

Essentials is built to flex around your team’s bandwidth—but the strongest results come when managers set clear expectations from the start. Based on how closely you want to stay involved, you might:

• Set a steady pace: Ask your team member to complete modules weekly, submit all reviews, attend the Ask Us Anything sessions, and keep you in the loop with regular updates. This works well if you want them to earn the certificate and truly embed the material.

• Focus on priority topics: Highlight a few modules that are especially relevant—like renewals or implementation—and encourage them to apply what they learn right away. This option works well when you’re short on time but still want targeted growth.

• Take a light-touch approach: Let them explore at their own pace and attend what they can. This can be a great fit for high-performing team members who need flexibility, not structure.

Whichever path you choose, even a 1-minute kickoff conversation can shift the way they show up—and help them prioritize development.

You’re busy—and this program is built to make your involvement easy and effective. Every participant’s manager gets access to a Manager Resource Page with conversation prompts, a downloadable Manager Syllabus, and tools to help you gauge progress and support accountability.

Do you have 10+ participants? You may be eligible for additional bonus solutions or volume pricing. 

The program is $1000. 

All invoices include the option for ACH, check, or credit card.

You can register, pay and receive immediate access or register and request an invoice HERE.

Yes. If the goal is to better understand the employee benefits ecosystem and collaborate more effectively with broker partners throughout the client lifecycle, this program is a great fit.

Check out our program specifically designed for carrier reps: Baffled by Brokers.

Each participant gets 90 days (about 3 months) of access. We also build in a short grace period, so in practice they'll have closer to 100 days.

To make sure nothing slips through the cracks, they'll receive reminder emails as their access is winding down, including a final 10-day notice.

Of course. Let's find time to talk.

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