Insurance
Liberty National needed a fast, scalable way to recruit, train, and license a growing team of insurance agents while ensuring consistent exam readiness and visibility into progress.
Partnering with ExamFX streamlined onboarding and training, helping agents pass exams quickly and giving managers the tools to track success
Elite Learning Platform, Elite Analytics
As part of Globe Life Inc., Liberty National Life Insurance Company has been serving middle-income individuals and families with life and supplemental health insurance products since 1900. Headquartered in McKinney, Texas, Liberty National combines a legacy of personalized service and community engagement with strong financial stability, providing coverage across 49 states through both individual and workplace plans. Their longstanding commitment to security and client satisfaction makes Liberty National a trusted partner for families nationwide.
When Bruce stepped into his role as Agency Director at Liberty National, he was tasked with rapidly scaling his team of insurance agents to meet ambitious growth targets. The primary challenge was to ensure that new agents, who come from a variety of backgrounds, could be efficiently onboarded, trained, and licensed. Bruce needed a reliable solution to deliver consistent, high-quality training, accommodate different learning styles, and provide real-time progress tracking for managers. At Liberty National, the onboarding process must be seamless for agents to prepare for state licensing exams quickly and confidently. struggling to pass their tests on the first try." - Nick Debaise
Bruce first experienced ExamFX as a learner and quickly recognized its value as a scalable training solution for his growing team. The Elite Learning Platform offers structured, adaptive content that guides candidates through their licensing prep with chapter quizzes, videos, and personalized remediation. Elite Analytics gives managers like Bruce real-time visibility into candidate progress, helping them identify and address learning gaps early.
Daily progress reports and remediation tips delivered to Bruce’s inbox allow him to plan strategically and support his team proactively. Combined with responsive account support from ExamFX, Bruce has the tools and partnership needed to onboard and train agents efficiently.
With ExamFX, Bruce has created a seamless path from hire to agent installation. His team consistently passes state exams on the first try, and the onboarding process is faster and smoother. The platform’s ease of use allows Bruce to focus on recruiting passionate candidates, confident that the training will prepare them for success.
He now tracks key performance metrics like hire-to-pass ratio with ease, and the streamlined workflow has transformed onboarding into a predictable, repeatable process. As Bruce puts it, “It’s a dance—and this is a smooth dance.”
"Working with ExamFX It's been WOW! It has been smooth. It's just an easy transition from hire to working. It's smooth to get candidates through. It's a dance, and this is a smooth dance from hire to installing them as an agent." - Bruce Fletcher, Liberty National Agency Director