Agency Training Institute pairs a full LMS with a live trainer so brand-new hires — working toward their license or covering the service side — stop shadowing your producers and start owning quotes, endorsements, and renewals. It builds on the training your agency already has, it doesn't replace it.
Most agencies hand a new hire a login, a headset, and a stack of carrier guides. Six months later they're either fired, drowning, or doing tasks at the level of a producer's intern. ATI replaces ad-hoc shadowing with a structured program that actually graduates them into the role.
See the solution →Your top producer is also your only trainer, and every hour they spend onboarding is an hour not in front of a client.
State licensing teaches statutes. It does not teach how to issue an endorsement, run a quote, or handle FNOL.
The Loom videos from 2023 don't match the AMS workflow from 2026. New hires learn from outdated artifacts and tribal knowledge.
Without a structured skills assessment, "ready to take calls" becomes a gut call from the same person who's been too busy to train them.
Most "training programs" stop at videos. We pair a self-paced LMS with a real human trainer, then close with a day-90 skills assessment so you know exactly what they can and can't do. And ATI is an addition to your agency's training, not a replacement — we fold in the material you already use.
80+ lessons across 12 modules, built by working agency owners and brokers. Personal Lines, Commercial Lines, Agency Operations & Client Service.
90-day intensive with an expert ATI trainer. Three hours of live training per week — 39 hours total — covering real-world scenarios from your book of business.
At the end of the 90 days, your ATI trainer runs a hands-on skills assessment across the workflows your hire will own — so "ready" is measured, not guessed.
A 90-day path your new hire walks through while you stay focused on revenue. The Full plan includes the live trainer from day one; LMS-Only is self-paced.
Personal auto, homeowners, umbrella and other lines. Three modules. Live trainer block opens.
CGL, workers' compensation, commercial auto, commercial property and BOP. Four modules.
Policy servicing (endorsements, certs, cancellations), claims, client communication, compliance and E&O. Five modules.
Your ATI trainer runs a hands-on skills assessment across final scenarios and your systems. Hire is cleared to own a book of service work.
The curriculum was built by reverse-engineering the real day of a CSR at a 12-person agency. No theory-only filler. No carrier marketing dressed up as training.
See full syllabus →Coverage parts, drivers, vehicles, rating
HO forms, dwellings, contents, liability
Umbrella, flood, dwelling fire, inland marine
CGL forms, occurrence vs claims-made, exclusions
Class codes, experience mod, state requirements
Symbols, drivers, scheduled vs unscheduled
Building, contents, business income, BOP packages
Endorsements, policy changes, mid-term updates
Certificates, cancellations, reinstatements
FNOL, triage, claim lifecycle, advocacy
Phone, email, difficult conversations
Documentation, disclosures, error prevention
Interactive simulators are built right into the lessons — so new CSRs rehearse the exact systems and decisions they'll face on the job, not just watch a video. Included on every plan, and the library keeps growing.
Lesson 5.2 · Classification Codes & Rating
IncludedLesson 7 · Common Policy Changes for Personal Lines
IncludedLesson 8 · Understanding the Agency Quoting Process
IncludedModule 4 · Interactive Test
IncludedPersonal Lines · Adding & removing vehicles
In the worksAgency Operations · Pipeline & workflow practice
IncludedMost agencies already own training in some form — internal SOPs, carrier courses, vendor modules nobody has time to manage. ATI doesn't ask you to throw any of it away. We build it into the program.
SOPs, checklists, screen recordings, carrier one-pagers — whatever you've built, your trainer folds it into the 90-day program. Your hire learns your agency's way of doing things, not a generic version of it.
Tired of juggling training modules from carriers and vendors — chasing logins, assigning courses, checking who finished what? Hand them to us. We sequence them inside the ATI program and the trainer assigns each one at the right moment.
You stop being the training administrator. One track, one trainer, one progress report — with everything you already own folded in. Your team trains; you get your time back.
Program numbers and results from early ATI member agencies, measured against each agency's prior onboarding baseline.
The trainer block alone paid for the subscription. Our new hire came in with zero insurance background and was running endorsements unsupervised before the 90 days were up. That has never happened in twelve years of running this agency.
Book a 20-minute walkthrough. We'll show you the LMS, the trainer block schedule, and how the 90-day plan maps to your agency. If it's not the right fit we'll say so on the call.