Insurance
Insurance
Insurance
For insurance agencies

Agents who know their products.

Easily manage every kind of training need, from insurance product training to regulatory compliance training, on a single LMS platform.

Leading organisations trust Vedubox

Ready-made infrastructure for your organisation’s training

Live Lessons
With Zoom, Teams and Meet
Mobile
iOS and Android app
Exams
Product and regulatory exams
Certificates
Automatic alert on the renewal date

A separate training plan for every team in insurance.

Agents

Agents

Product, sales and regulation training

Sales Teams

Sales Teams

Sales techniques and customer management

Claims Team

Claims Team

Claims processes and assessment

Call Centre

Call Centre

Customer communication and service quality

Actuarial and Risk

Actuarial and Risk

Specialist training and webinars

Regional Offices

Regional Offices

Team performance and tracking

This is how training works in insurance teams.

Product training, regulatory exams, live lessons and certificates work together on one platform; every agency’s status is visible in one place.

THE RIGHT PRODUCT, THE RIGHT POLICY

Regulatory training tracking

A minimum watch time is set for mandatory trainings and those who complete them are marked.

Product and regulatory test

Each agent and salesperson takes a different exam with random questions from the question bank.

Live lessons for agencies

A new product is presented to all agencies via Zoom, Teams or Meet; the recording can be rewatched.

Certificates and renewal

Certificates are issued on completion and notifications go out as the renewal date approaches.

Reports by agency

Which agency completed which product training and where they struggled in the exam: on one screen.

The training challenges in your sector, and how Vedubox answers them.

Constantly Changing Products

✕

It is hard to explain new products and updates to all agencies in time.

Product training is prepared quickly and assigned to the relevant groups at once.

Insurance

A Wide Agency Network

✕

Agencies are in different cities; organising shared training is costly.

Live training runs on Zoom, Teams and Meet and recordings can be rewatched.

Unclear Impact

✕

You can’t see who has completed which training or where they struggled.

Completion and exam analyses are reported by person and by module.

One-Way Training

✕

Training amounts to listening and participation is low.

Participation is raised with Q&A, polls and interactive videos.

Field Access

✕

Agency and field teams aren’t at a computer.

Training is followed from anywhere in the mobile app.

Standout learning modules for insurance teams.

From live lessons to online exams, from the content library to certificates: the training topics organisations need most, on one platform.

Insurance

More capable teams, stronger organisations.

SEGEM Compliance Training

Participants watching a presentation in a training room

Agency Competency

Person filling in an exam form with a pen

Technical Staff Certificate

Completion certificate on a desk

A clear path from policy to audit.

01

Analysis

The agency network, roles and existing product and regulatory training records are reviewed.

02

Design

Curriculum and renewal calendar are defined for agency, claims and call-centre teams.

03

Launch

Agencies are imported into the system and product and regulatory content is made available.

04

Measurement

Completion, exam and renewal data is reported by agency.

Agents who know the product and follow the regulations.

Deliver product and regulatory training to your agency and sales teams from one place and see who has completed it instantly.

Insurance
01

Role-Based Plans

Separate learning paths for agency, claims and call-centre teams.

02

Fully Recorded

Regulatory trainings become records you can show in an audit.

03

Agency-Friendly

Training is available any time, around the agency’s working hours.

04

Ready-Made Content

SCORM packages, product presentations and documents are uploaded as they are.

05

Mobile and Offline

Download content to the mobile app and watch it without internet.

06

Automatic Reminders

Alerts before the training and certificate renewal date.

07

Interactive Training

Polls, Q&A and interactive videos increase participation.

08

Single Sign-On

With SSO and LDAP, agencies and employees sign in with one account.

Vedubox training platform

Frequently Asked Questions

How can employee participation in training be increased in the insurance sector?

You can increase participation by using interactive content, live webinars and reward-based gamification modules on the LMS platform.

Can training delivered through the LMS be certified?

Yes, you can offer achievement-based certificates for training delivered through Vedubox LMS.

Why should insurance training be digitalised?

Digital training is essential for adapting quickly to changing regulations, keeping employees informed and reducing training costs.

How are personalised learning paths created with Vedubox LMS?

You can create personalised learning paths based on an employee’s role, location or level of knowledge.

What does LMS mean in insurance?

In insurance, an LMS is a digital learning management system that delivers regular, measurable and effective training to employees on topics such as policy information, sales techniques and regulatory changes.

Get a step ahead in your training with Vedubox

Whichever tools you use, Vedubox works seamlessly with all of them.

Round-the-clock technical support

Your system is ready in seconds

Vedubox

LMS

Live Training

Exams

Certificates

Academy