Give new hires a place to practice
They practice calls and fictional files in a safe place, before they touch a live account or claim.
Insurance training. Company knowledge. One workspace.
Build a team that knows what to do next.
Give your commercial property and claims team practical courses, realistic scenarios, and answers grounded in your own procedures. Build judgment—and give managers a clearer view of where coaching is needed.
For agencies, brokers, carriers, and TPAs.
From the first lesson to the next question
Build judgment where it matters most.
Put your procedures within reach
Questions come back with the exact section and page from your approved documents. No guessing.
Make coaching more focused
See exactly where concepts are misunderstood. Turn data into coaching moments that stick.
Practice the judgment the job requires
Rehearse the call before it’s real.
A storm damage scenario shows the difference between a shortcut and an informed decision. Feedback explains the why, grounded in procedure.
The Choice
"Confirm location and timeline."
Correct. This step reveals whether business income triggers are in play before moving to the deductible.
The Shortcut
"Quote the deductible."
Premature. Skipping location facts risks misidentifying the building or the peril scope.
Illustrative Preview
Storm Scenario Feedback
Confirm the location
Match the reported loss to the scheduled building before you discuss the next steps.
Business Income Check
Ask whether operations have stopped. Record what is known and what needs authorized review.
Cited to Section 4.2View sample lesson
Your company knowledge
Your procedures. An answer you can trace.
Learner Query
"What do we do before cleanup starts at the Dayton warehouse?"
Photograph the damage and affected stock first. Escalate if the cause is unknown.
✓ Verified Answer · Page 12
Commercial Water Loss Procedure · v3.2
Page 12
4.1 Arrival. Confirm scheduled location and on-site contacts.
4.2 Before cleanup. Photograph the damage and affected stock before cleanup begins. Escalate if the cause is still unknown.
CITED SOURCE4.3 Operations. Note any stoppage for business income review.
If documents are conflicting, the system flags the issue to a designated reviewer.
Company training
Turn your playbook into training your team can use.
Start with a procedure your team already follows. Get a lesson, practice questions, and a narrated video script grounded in that source. Your reviewer approves the exact version before learners see it.
Fictional training preview
Your approved procedure
Company procedure
Claims notification guide
§ 4.1 — First notice
Confirm the reported location and the time damage was first observed.
§ 4.2 — Unknown cause
Record what is known. Photograph damage before cleanup. Escalate the unknown cause to the claims lead.
The lesson your team sees
When the cause is unclear
A reported storm is context. The cause still needs to be confirmed.
Source Claims notification guide § 4.2 p. 12 v3
Practice the next step
Water has damaged the stock. What should you do before cleanup?
Reviewed answer
Photograph the damage, record the facts, and contact the claims lead.
Preserve the evidence and route the unknown cause to the role named in the procedure.
Reviewed and approved version 3
Assigned to Claims team
When the procedure changes, this training returns for review.
Manager visibility
Know where to coach next.
See which concepts need practice, the evidence behind the gap, and the next step for your team.
Illustrative team data · 8 learners
| Concept | Recognize | Apply | Explain |
|---|---|---|---|
| Confirm the scheduled location | Demonstrated | Demonstrated | Demonstrated |
| Escalate an unknown cause | Demonstrated | Needs practice | Needs practice |
| Check business-income triggers | Demonstrated | Demonstrated | Needs practice |
✓ Demonstrated Needs practice
Coaching Priority
Escalate an unknown cause
8Completed
3Demonstrated
5Need Practice
1
Observed mistake
Assumed a cause before checking evidence.
2
Coaching prompt
What is known, what remains unknown, and who can confirm it?
3
Next practice
A two-minute cause-and-escalation scenario.
Observed mistake
Assumed a cause before checking evidence.
Coaching prompt
What is known, what remains unknown, and who can confirm it?
Next practice
A two-minute cause-and-escalation scenario.
Built for company teams
Built around your company’s standards.
Company SSO
Secure sign-in integrated with your existing identity provider.
Company knowledge
Your approved documents are searched within your company workspace.
Private Workspace
Isolated environments for carriers, agencies, and TPAs.
Human approval
Your reviewer approves each version of company-generated training before publication.
Courses
12 commercial courses, built for practice.
Six for property, six for claims. Paths for new hires and experienced adjusters.
Pricing
Simple annual plans for company teams.
From $240 per learner/year. Transparent, scalable pricing.
