Financial & Insurance

Solutions in Financial & Insurance

In the financial arena time is money, and speed-to-proficiency is key. People need to be well-trained and accurate in their skills and problem solving. With Performance-Centered Learning, we can ensure the quickest time to performance, and lowest error rate in the industry. By putting learners in realistic scenarios they become well prepared to handle personal and/or financial transactions with maximum efficiency. In this area we provide design, development, and building internal skills within the client’s training organization.

Online Insurance Customer Service Training
Bluecross Blueshield of Illinois
Case-based training for customer service representatives handling benefit calls from insurance clients. Online training course used Performance Centered Learning to let users learn software, procedures, and telephone skills simultaneously and in situational context.

Client Service Representative Training
Social Security Administration
Blended learning training program for SSA personnel using case-based Performance Centered Learning approach. Included including virtual meetings, self-study, video on demand, and online guided simulations and custom learning management system. Program designed for 508 compliance, and resulted in significant increase in speed to proficiency.

Online Risk Management Training and LMS
TIG Insurance
Medical Risk management training for Registered Nurse Midwives and associated LMS.

Nurse Midwife Online Training and LMS
Professional Risk Advisors
Onilne training system providing two courses (Intrapartum Fetal Assessment and Placental Pathology). Clinical training programs to minimize Risk Management exposure in this high-risk field, includes ecommerce-enabled LMS and in partnership with medical malpractice insurance broker.

Financial System Online Training
Alzheimer’s Association
Performance-Based online training for chapters on new web-based financial system.

ISMIE Mutual Insurance
Illinois State Medical Inter-Insurance Exchange
Training development and consultation in Cognitive Learning methods. Includes review of existing online course materials, skill building of ISMIE training developers, and assistance in interactive webinar development.

Speed to Proficiency Analysis: Social Security Administration
The Social Security Administration annually hires and trains hundreds of Claims Representatives and Service Representatives nationwide to administer SSA’s Title II (social security) and Title XVI (disability) programs…
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