Balance Technical Expertise with Soft Skills


Insurance agency services are riddled with technical jargon, heavily regulated and vulnerable to litigation. It’s no wonder that there’s such an emphasis on technical expertise and E&O loss control. However, focusing on just the technical and process aspects of the business can lead to a less than positive experience for the customer. It’s vitally important that agency staff is able to balance efficient execution of services with softer communication elements.

IIAT’s online, on-demand New Hire Training features three affordable and effective soft-skill training bundles. These courses can be taken individually or agency teams can take them together and conduct discussions on how to apply the key topics and concepts to real agency situations.


This training package features five courses that introduce communication styles and guidance on how to create a positive impression. It also includes courses on agency errors & omissions best practices. Cost $80


A five-course foundation series that includes essential elements of business writing, verbal communication and time management. Cost $80


This training package features four courses on elevating negotiation skills, building credibility with clients, delivering powerful messaging on professional relationships and developing and strengthening an elevator pitch. Cost $80

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