Engageli for Insurance Companies: Use Cases for Transforming Training

Lindsey Seril
By Lindsey Seril on September 26, 2023

The insurance industry, a leading employer of 2.9 million professionals across nearly 6,000 companies in the United States, is in the midst of digital transformation. Research by McKinsey found that the insurance industry has the highest potential for long-term remote work. 

The study found that a staggering three-quarters of tasks in the insurance industry, including underwriting, processing claims, and analyzing information, can be done remotely without losing productivity. Recent surveys also found that nearly 90% of insurance companies plan to offer a hybrid work model, and 45% plan to offer fully remote options moving forward.

This digital paradigm shift extends to training within the insurance industry. Historically, insurance companies relied on in-person training, flying attendees from around the globe to centralized locations for workshops and training sessions. This method is both time and resource-intensive to plan and implement. 

More recently, many companies have seen the benefits of a flexible, engaging, and effective virtual training solution. Their challenge lies in finding the right platform to enable these training sessions. The insurance industry, with its large networks of agents, managers, and customer support staff, requires more than a traditional video conferencing tool. Engageli is partnering with insurance companies to offer flexible, robust online training without compromising on outcomes.

How Insurance Companies Use Engageli to Boost Training

The insurance industry has a wide range of training needs and requirements, from keeping their employees up-to-date on the latest regulations to onboarding new call center agents. Below, explore three use cases on how our partners at large insurance companies are using Engageli to transform their virtual training sessions. 

In-Depth Leadership & Management Training Made Engaging 

The Challenge: Leadership and management training is critical for well-functioning insurance companies, but it can take weeks to dive deep into all the material managers need to know. Multi-week, full day training sessions can test even the most dedicated employee’s patience and attention span. Traditional video conferencing tools often fail to keep participants engaged.

The Engageli Solution: By using Engageli’s patented tables and engagement tools, trainers can create an environment that fosters active engagement anywhere. Participants can strengthen soft skills in small groups, role playing difficult conversations and working through real-life scenarios they will encounter with their direct reports. Trainers can seamlessly move between tables and the front of the room, facilitating discussions and addressing questions much like they would in a physical setting.

Engageli recreates the dynamics of an in-person session without the financial costs of flying attendees to a physical training location. Participants maintain high levels of engagement, even during lengthy leadership and management training sessions. Analytics can help pinpoint the most effective modules, further allowing training to be tailored for maximum impact.

Participants seated around Engageli's tables, with green engagement circles displaying their activity

Enhanced Employee Onboarding From Anywhere

The Challenge: Large insurance companies onboard new employees to a variety of roles, often all over the world: from customer service representatives to financial advisors. Remote onboarding presents unique challenges, including the need for new hires to build relationships with colleagues, all while absorbing critical job-related information. 

The Engageli Solution: Engageli’s collaboration tools, including shared documents and whiteboards, Q&A forums, and multi-level chat messaging, ensure that new hires are active participants in their own onboarding process.

The platform’s analytics allow HR and management teams to monitor the effectiveness of the onboarding process closely. New hires can build meaningful relationships from day one, while management gains insight into completion rates and engagement levels and can adjust sessions accordingly.

Engageli's virtual whiteboard with post-its, and a map showcasing Engageli's data

Training Content and Production, Simplified

The Challenge: Continuous training is critical at insurance companies to keep employees updated on changing industry regulations, products, and customer service standards. Developing interactive sessions that keep employees engaged is a time-intensive process that can stretch companies thin. 

The Engageli Solution: Engageli offers a unique service to “Engagelify” partner training content. This collaboration ensures that trainings are not just delivered, but are also interactive and engaging for attendees, making the most of what Engageli’s platform has to offer. 

Engageli also offers partners the option to produce training sessions and handle backend tasks, relieving facilitators of these operational burdens and letting them focus on delivering high-quality training. This results in a streamlined, engaging session that benefits both trainers and participants.

An example of a slide that has been "Engagelified", including action tags, digital handouts, and Engageli table discussions

Solving Pain Points with Engageli's Features

Insurance companies improving their workforce through virtual training face a range of challenges. Engageli’s platform is purpose-built to support facilitators and participants with features that address common pain points.

• Tables - A New Approach to Group Interaction: One of Engageli’s key features are our patented tables, virtual spaces that allow small groups of participants to engage with each other and the training material. Unlike breakout rooms that isolate users, participants remain connected to the larger group and trainer when seated at an Engageli table.

• Multiple Browser-Based Instructors - Facilitator and Producer Team: Engageli’s platform offers the ability to have both a facilitator and producer of a session, working in tandem to deliver a seamless learning experience. While the facilitator focuses on content delivery and interacting with participants, the producer manages backend elements like distributing materials, running polls, and activating collaboration tools.

• Engageli Tags - Streamlining Content Delivery: To further reduce cognitive load on facilitators and streamline the training process, Engageli incorporates the use of Action Tags. These tags allow for preparation of training actions and exercises in advance, such as launching polls or collaborative whiteboards. This simplifies the work of facilitators, allowing multiple actions at the click of a button, and enables material reuse across different training sessions.

• Data-Driven Insights - Analytics for Accountability and Improvement: One of the most powerful aspects of Engageli lies in its data and analytics. The platform allows managers and facilitators to track a wide range of metrics, including who completed the training and levels of engagement during sessions. Ultimately, companies can measure how these factors relate to employee retention and job performance. 

Personalized Services to Meet Your Training Needs

Engageli understands that each insurance company is unique, with its own set of challenges and requirements. Our team partners with your company to ensure our platform and services are tailored to meet your specific pain points and use cases.

There’s never been a better time for companies to optimize their training strategies and explore what innovative platforms like Engageli offer. Take the first step to transforming employee training and development by exploring five reasons to make the switch to Engageli from traditional video conferencing tools.

Published by
Lindsey Seril
Lindsey Seril
September 26, 2023