Our training is custom-designed for your organization. We provide these and other tailored training services.

  • Assertive communications
  • Brain Drain — Managing your organization’s changing talent landscape
  • Claims presentations
    • Working with adjusters to get claims paid
    • Twenty tips to closing workers’ compensation claims
  • Corporate communications for the insurance professional
  • Customer service training skills for the insurance professional
    • Claims staff
    • Agency staff
  • Diversity — Growing your company’s value through diversity
  • Employment issues
    • Accommodating return to work
    • The Americans with Disabilities Act and the interactive process
  • Intergenerational issues
    • How to attract and retain all generations
    • Managing the generations
  • Human resources with a heart
  • Leadership — becoming a values-centered leader
  • Mangement coaching
  • Return to Work program development and implementation
  • Sexual harassment
  • Social media — Managing cyber liability
  • Societal trends — Where America is heading and how it will impact your organization’s future
  • Supervisory and management skills
  • Underwriting submissions that work


Kind words from some of our training clients.

“Thank you for agreeing to teach the class with such short notice and not much time to prepare. The attendees were impressed and had many complimentary things to say. I appreciate the great job that you did.”

Vice President, Insurance Training School

“Nancy was able to develop a customer service training for our service staff on short notice, and she incorporated everything we requested. Her training covered the basics, as well as teaching how to go the extra mile. Nancy’s presentation was very thorough and well received by our staff.”

Crissy Seals
Branch Manager
The Mahoney Group
Phoenix, AZ

“The customer service training you developed for the claims department was so successful we implemented it company-wide. Thanks for all your hard work on behalf of Farm Bureau!”

Rodney Frey, AIC
Assistant Claim Director
Missouri Farm Bureau
Jefferson City, MO

“I think your training was fantastic. We really appreciate you helping our employees.”

Office Manager
Large Agency

Leave a Reply