Our Training

The Apex Training

At Apex Insurance Syndicate we believe that it’s more about understanding your products is more important than offering the least expensive option or the highest paying products. Unfortunately in the Life Insurance industry, most agents never get the training they need to offer their customers the right product for their needs. When this happens an experienced agent will come in behind them and replace their policy, resulting in a chargeback and loss of respect for the agent and our clients. We believe that a recorded conference call a couple of times a week will not suffice for training, nor will directing agents to the carrier site. Our agents have access to the following training to get them the ammunition they need to be successful.

Apex Virtual Academy

Apex Dojo is our one-stop resource for all field-related collateral, underwriting guides, scripts, and anything else you could need in the field at the touch of your fingertips. You will need a password before accessing this tool.

Final Expense University

This training course was put together by the one and only Ben Boman. He has had tremendous success in the final expense arena and he is sharing everything he learned to get there in a final expense course, free to you!

Advanced Product University

This training course was put together to teach agents how to structure more complex cases such as buy sell agreements, key man policies, college funding or retirement strategies. This will teach you how to illustrate these products and present them to more affluent clientele.

Agent Hotline

Agents asked for it and we listened. The agent hotline is now available for any agent while in the home. One number rings the top agents in our organization and they will help you close more deals and find the right products for clients real time. These are not just any producers, everyone on the line is a $200,000+ per year agent all available to you.

Band App

With the Band app you can reach out to the entire agency all at the same time, as well as call a particular agent or a group call. This app is often used for non urgent questions such as underwriting questions while you are not with a client or general questions about a clients current carrier or the competition.

Live Training

AIS believes in leading by example. For that reason, we offer live one-on-one field training to all career agents. This is an actual ride-along with an agent who produces at a minimum of $20k per month. This will shorten your learning curve by months if not years.

We also offer several training calls and sessions throughout the week. Currently, we are running training calls at 6 am PST daily, 10 am PST on Mondays, 11 am PST on Thursdays, one-on-one calls every Monday, and Power Hour calls throughout the week.

Final Expense University

Once on-boarded you can visit this site and create a username and password. Once you log in this course will be broken up into four phases. Phase one is the basics course and phase two will get you in the house and able to present and underwrite your customer. Once these two phases are completed you will have the ability to sit with clients submit applications. Phase three is how to follow up, track your business and manage your book of business. The final stage is what will take you from good to great. Estimated time to complete this course is 5 hours but you will want to revisit this course often to retain all of the information packed in this course.

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Advanced Product University

This course will be offered once you have mastered the final expense arena. This is broken up in to 6 main courses and you will be allowed to pick and choose which order you would like to complete them. If you are specializing in CPA’s for example you may not need or want to take the course on Buy Sell agreements. Once you have completed the courses of your choosing you will be armed with the lingo and programs needed for success.

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