The Agent Development Program offers a customized, on-demand learning experience designed to help new agents build a strong foundation while supporting experienced professionals in advancing their careers. Through a tailored Learning Management System, a comprehensive course library, and integrated career development tools, the program equips agents with the resources they need to grow with confidence.
Whether you’re just getting started or looking to elevate your expertise, the Agent Development Program delivers the flexibility, practical knowledge, and ongoing support needed to succeed in today’s insurance industry.
Program Highlights
- Agency Management Tools & Professional Support
- Customized Learning Experience and Branding
- Hiring & Learning Tools
- Live Monthly Webinars
- Mentor Program
- Reporting & Tracking
Learning Plans & Courses
Introduction to Insurance
This learning plan provides a foundational overview of the property and casualty insurance industry for new professionals or those seeking a refresher. Learners will explore essential industry concepts, including the purpose and structure of insurance, common distribution channels, and the principle of risk transfer. The plan also introduces key topics such as Errors & Omissions (E&O) exposure and agency compliance. By completing this series, participants will build a strong understanding of the insurance ecosystem and gain the confidence to support clients, carriers, and internal teams with professionalism and accuracy.
- 5 Courses
- Basics of Insurance, P&C, Risk Transfer & E&O
Coverage Training: Personal Lines
This learning plan offers an in-depth exploration of personal lines insurance, with a focus on homeowners, auto, and specialty coverages. Learners will build foundational knowledge of liability and property coverages, the Dwelling Property Program, and the unique aspects of HO-3, HO-4, and HO-6 policies— including both 2011 and 2022 editions. The plan also addresses policy conditions, multi-state filing changes, and specialized coverages such as personal umbrella, personal articles floaters, and watercraft. By completing this series, insurance professionals will be equipped to confidently advise clients and apply
coverage knowledge across a wide range of personal insurance scenarios.
- 18 Courses
- Auto, Umbrella, Homeowners, Personal Watercraft & More
CSR Communication Best Practices
This learning plan helps CSRs master essential communication skills. Courses cover personal time management, balancing customer priorities, strategies
for engaging and resolving conflict, and sales basics, including active listening and uncovering customer needs. Interactive elements and assessments ensure effective learning and application.
- 4 Courses
- Customer Management, Time Management & Sales Basics
Professional Excellence Essentials
This learning plan is designed to cultivate professional excellence by focusing on key skills. It includes leading with emotional intelligence, covering topics such as EQ, client interactions, stress management, and team dynamics. Additionally, it covers mastering professionalism and business etiquette, including client and team interactions, dining etiquette, business attire, punctuality, and Zoom/Teams etiquette. The plan also emphasizes efficient workflow mastery, with a focus on AMS, carrier websites, work settings, and document sharing. Interactive elements and assessments ensure practical application and development.
- 3 Courses
- Emotional Intelligence, Professional Presence & Workflows
Team Leader & New Managers Series
This learning plan builds essential leadership skills for new managers, covering modern recruiting and hiring practices, employee retention strategies, and key HR compliance basics. Participants also learn performance management fundamentals and effective coaching techniques to support team growth and create a positive, high-performing workplace.
- 7 Courses
- Hiring, Retention, HR Basics & Coaching Skills
Insurance Relationship Management
This learning plan is designed to strengthen relationship-building and communication skills within the insurance industry. Learners will explore how effective communication, trust, and conflict management contribute to stronger agency and client relationships. The plan also covers the dynamics of working across generations and personality types, providing strategies for building cohesive, high-performing teams. By the end of this series, participants will be equipped to foster collaboration, manage challenges professionally, and deliver exceptional client and team experiences.
- 4 Courses
- Building Trust, Managing Relationships & Team Dynamics
Coverage Training: Commercial Lines
This learning plan provides a strong foundation in Commercial Lines insurance, covering essential policies, coverage forms, and underwriting principles. Learners will explore core topics such as Business Income, Extra Expense, Commercial Property (including COPE, valuation, and rating), and Commercial Auto. In-depth modules on General Liability, Workers’ Compensation, and Businessowners Policies (BOP) provide clarity on coverages, exclusions, and policy conditions. Additional topics include Certificates of Insurance, Surety Bonds, OCP, Commercial Umbrella, and legal liability concepts. Upon completion, participants will be prepared to confidently navigate Commercial Lines products and effectively support client and carrier needs.
- 25 Courses
- COPE, Business Income, Workers’ Comp, Surety Bonds & More
Technology Tips & Tricks
This learning plan helps professionals master technology efficiently, including AI tools. It covers videoconferencing with Zoom and Microsoft Teams, proper
etiquette, using multiple monitors, and managing cameras, microphones, backgrounds, and lighting. Additionally, it provides tips and tricks for Microsoft Office and Google Suite, including Excel, PowerPoint, Outlook, OneNote, and calendar management. Interactive elements and assessments ensure practical application and proficiency.
- 2 Courses
- Tech Mastery & Google/Microsoft Tools
Employee Benefits Insurance Basics
This learning plan provides a foundational introduction to Employee Benefits and is ideal for new professionals entering the field. Learners will build core insurance knowledge, explore key terminology, and gain a broad understanding of group benefits coverages. The plan also addresses critical legal and compliance requirements and introduces the essential role of the employee benefits broker. By completing this plan, participants will develop a strong base for supporting clients, navigating regulatory responsibilities, and contributing effectively to employee benefits administration and strategy.
- 19 Courses
- Healthcare, Group Plans & Ancillary Benefits
Explore the ADP Curriculum to get a clear overview of everything included in the Agent Development Program. This curriculum outlines each Learning Plan and the courses within them, allowing you to easily see the full structure of the program at a glance.
Live Monthly Webinars
Technical Insurance Topics
- COPE
- Business Income
- Homeowners
- Additional Insureds
- Risk Management
Professional Skills Training
- Mentoring Within the Agency
- Emotional Intelligence
- Professionalism and Business Etiquette
- Efficient Workflow Mastery
- Technology for Insurance
- Excellence In Service
For additional information or questions:
Our Education Department is here to help you with any questions you may have. Contact our team today at:
- education@bigimd.com
- 410-766-0600