Get new hires up to speed — quickly and confidently.

  • 8.5 hours of self-paced, real-world video content
  • Clear guidance on how employee benefits actually work
  • Structured walkthrough of the client lifecycle
  • Built-in reviews and certificate of completion
  • Manager toolkit with pacing tips and coaching prompts 

Course Outline Below - Testimonials at the bottom.

Register HERE if you'd prefer to get an invoice or have multiple enrollees.

 

 

Intro to the Employee Benefits Business

  1. Start Here

    10 lessons
    1. Welcome
    2. Onboarding (Required)
    3. Write It Down
    4. Program Syllabus
    5. Unit Review: Start Here
    6. Accessibility Overview

    1. Advice for You ⬇️ (Optional)

      1. Advice for Anyone Curious about Employee Benefits
      2. Advice for Anyone with Carrier Background
      3. Advice for Anyone in Sales
      4. Advice for Junior Colleagues

  2. Let’s Go

    7 lessons
    1. Intro
    2. The Employee Benefits Ecosystem
    3. Three Ways To Standout
    4. Two Ways Teams Go Sideways
    5. One More Thing
    6. Language & Lingo
    7. Unit Review: Start Here

  3. Working at a Brokerage Firm

    7 lessons
    1. Intro
    2. EveryFirm
    3. Three Ways To Standout
    4. Two Ways Teams Go Sideways
    5. One More Thing
    6. Language & Lingo
    7. Unit Review: Start Here

  4. Clients hire you to be led.™

    7 lessons
    1. Intro
    2. EveryFirm
    3. Three Ways To Stand Out
    4. Two Ways Teams Go Sideways
    5. One More Thing
    6. Language & Lingo
    7. Unit Review: Start Here

  5. Language & Lingo

    7 lessons
    1. Intro
    2. EveryFirm
    3. Three Ways To Stand Out
    4. Two Ways Teams Go Sideways
    5. One More Thing
    6. Language & Lingo
    7. Unit Review: Start Here

  6. The Client Lifecycle

    39 lessons

    1. Lifecycle Overview

      1. Intro
      2. EveryFirm
      3. Three Ways To Stand Out
      4. Two Ways Teams Go Sideways
      5. One More Thing
      6. Language & Lingo
      7. Module Review: Start Here

    2. New Business & Strategic Planning

      1. Intro: New Business
      2. Intro: Strategic Planning
      3. EveryFirm
      4. Three Ways To Stand Out
      5. Two Ways Teams Go Sideways
      6. One More Thing
      7. Language & Lingo
      8. Module Review: Start Here

    3. Renewal, Marketing, Decisions & Implementations

      1. Intro: Renewal
      2. Intro: Marketing
      3. Intro: Decisions & Implementation
      4. EveryFirm
      5. Three Ways To Stand Out
      6. Two Ways Teams Go Sideways
      7. One More Thing
      8. Language & Lingo
      9. Module Review: Start Here

    4. Open Enrollment and Post-Open Enrollment

      1. Intro: Open Enrollment
      2. Intro: Post-Open Enrollment
      3. EveryFirm
      4. Three Ways To Stand Out
      5. Two Ways Teams Go Sideways
      6. One More Thing
      7. Language & Lingo
      8. Module Review: Start Here

    5. Ongoing Client Management

      1. Intro
      2. EveryFirm
      3. Three Ways To Stand Out
      4. Two Ways Teams Go Sideways
      5. One More Thing
      6. Language & Lingo
      7. Module Review: Start Here

  7. Let's Celebrate

    2 lessons
    1. Testimonial
    2. Program Certificate

What Intro to EB Participants Are Saying