Insurance
When Nick DeBiase assumed the role of Learning Development Administrator at Family Security Plan, he inherited a pre-licensing program with subpar pass rates and low agent engagement levels. The program lacked personalized learning resources and consistent follow-up, resulting in agents struggling to pass their licensing exams on the first attempt.
Nick revamped the pre-licensing program by integrating ExamFX's advanced learning platform and personalized resources, complemented by daily candidate check-ins. The remarkable results led to a substantial 63% increase in first-time pass rates and an 18% increase in overall pass rates from 81% to 96%.
Elite Learning Platform, Elite Analytics
+63%First-Time Pass Rate Increase |
+18%Overall Pass Rate Increase |
96%Overall Pass Rate |
+3 DaysOff Onboarding Process |
Family Security Plan, an insurance provider, specializes in offering tailored insurance solutions to individuals and families. With a focus on financial security and protection, the company is committed to delivering high-quality insurance products, including life insurance and health insurance, to meet the diverse needs of its clients.
"Our original prelicensing training was reading-heavy. That's just not the learning style anymore. Agents were going into the program just to get a paycheck and not actually progressing through the content. Agents were struggling to pass their tests on the first try." - Nick Debaise
Recognizing the need for a comprehensive revamp, Nick implemented a series of strategic changes, including daily check-ins with candidates, the integration of ExamFX's innovative learning platform, and the utilization of tailored resources such as bite-sized content and key facts within ExamFX's Elite Learning platform to enhance agent engagement and retention.
Nick leveraged the Elite Analytics Candidate Management Tracking platform to track agent progress, identify learning gaps, and personalize training sessions for maximum impact. By collaborating closely with the ExamFX team and receiving valuable insights and suggestions, Nick fine-tuned the program to align with best practices and industry standards, resulting in a significant improvement in pass rates and overall agent success. Through his dedication to continuous improvement and a proactive approach to training, Nicholas successfully transformed the pre-licensing program, establishing a new standard for training excellence at Family Security Plan.
By incorporating ExamFX's video catalog, quizzes, online flashcards, practice exams, readiness exam, and study calendar into the learning process, agents experience an engaging learning process tailored to their needs.
ExamFX's platform flexibility allows Family Security Plan employees who wish to join the sales team to study at a slower pace, earning their certificate within a timeframe that suits them.
"Candidates love ExamFX's Elite Learning Platform because they're passing their exams on the first try. The bite-sized content keeps learning fresh and motivating. They love the versatility of this platform." - Nick Debaise
"We love the new Active Alerts functionality in Elite Analytics. Things that might fall through the cracks come right to the forefront. Active Alerts lets me know where candidates are getting held up and allows me to communicate with candidates about it right when its happening." - Nick Debaise
Regular collaboration with ExamFX's strategic account team ensured ongoing enhancements to the program, leading to sustained success and agent satisfaction.
"Our journey with Exam FX has been truly rewarding. The platform's comprehensive resources have allowed us to streamline our onboarding process, reducing it by 3 days, a significant time-saving measure in our industry." - Nick Debaise
Now, the insurance prelicensing program at Family Security Plan is more effective than ever. Candidates are finding success!
Since implementing ExamFX, candidates are experiencing:
"We continue choosing ExamFX as our insurance prelicensing provider because we believe you should practice harder than you play. I trust ExamFX, and the positive results speak for themselves." - Nick Debiase