Hiring someone virtually has become a smart business decision simply because it costs less money and time to onboard them. At Edge, we bring those smart business decisions to insurance agencies. We provide you with a fully trained, remote professional at a fraction of the cost than you would normally pay to hire a full-time local employee. 

We emphasize on training all of our Edge Ambassadors to ensure that they’re ready to take on your agency needs from day one. Despite 100% of our Edge Ambassadors being college graduates, we provide them with our enhanced training program to deepen their knowledge on insurance practices to help them build their skill-set for you. 

Before an Ambassador is onboarded into your agency, they are required to undergo our extensive insurance training program – and the best part is, it’s at our own expense.

We understand how costly and time-consuming training can be which is why we take it upon ourselves. Providing you with the best of the best is what we take pride in at Edge. 

The Edge Academy training program consists of a 30 day, in-depth, comprehensive training process with the use of state-of-the-art technology and best industry guidelines. Along with personal and commercial lines, our training program also has a focus on health and life insurance to ensure we’re able to cater to agencies with those specific service lines.

Our health and life insurance training only takes up to three days to complete which means your Ambassador is able to take on that role in no time. This also helps our current clients get their Ambassador trained in a short amount of time when required. 

What We Focus On

Life Insurance Training

  • Term Life Insurance
  • Whole Life Insurance
  • Universal Life Insurance
  • Commercial Life Insurance
  • Need Analysis
  • Final Expense Insurance

Health Insurance Training

  • Affordable Care Act Plan (ACA)
  • Medicare & Medicaid
  • Commercial Health Insurance
  • Health Insurance Savings Account (HSA)

Customized Training

At Edge, we understand that every agency is unique which is why we provide training customized to your requirements. To ensure that your Ambassador is a perfect fit, we go a step above to tailor our training to match your agency’s needs. We also introduced a buddy program at Edge to fully equip an Ambassador with any hands-on training to specific client needs. The buddy program involves utilizing our internal resources who are already trained and well-experienced to mentor your new Ambassador to get up to speed. 

Telephone Skills Training

Our extensive telephone training courses cover professional telephone techniques and call handling etiquette, with an emphasis on customer service. We know how much your customers mean to you and ensure that our Ambassadors are completely trained to take on your customer service front. Our Ambassadors go through up to 100 mock calls during their training to help prepare them for answering calls from customers when they’re onboarded at your agency. Most of our Ambassadors eventually become client-facing as a result of our hands-on telephone etiquette training. 

Soft Skills Training

Our soft skills training program helps our Ambassadors build their interpersonal skills and how they interact with other people in the workplace. Building on communication skills helps our Ambassadors with their confidence and provides you with exceptional employee experience. One of our training programs includes business email writing where Ambassadors are able to practice and brush up on responding to a range of emails they could possibly face at your agency. 

Carrier Specific Training

We understand the importance of an employee being well-versed on multiple carriers. Our carrier-specific training helps our Ambassadors gain hands-on experience with different carriers so that they can provide you and your customers with seamless service. They train in AMS360  and also have access to a range of regional carriers which you can check out here, where learn quickly how to quote on multiple carriers. 

Systems, Technology, & Management Training

We spend a lot of time in systems, technology, and management training to additionally help our Ambassadors become specialized in up-to-date systems and tech used at agencies. With management training, we provide them with knowledge of common management techniques, enhancing their leadership skills.

Workplace Ethics & Diversity Training

Ethics and diversity are extremely important to us at Edge. We believe it’s essential to train each of our Ambassadors on ethics and diversity in the workplace. This helps them become rooted in the best industry practices when it comes to working with different teams and people from all walks of life. Workplace ethics is a vital aspect of this training program which ensures that you’re provided with the greatest standard of professionalism.