New-hire coverage onboarding.
A structured introduction to commercial insurance: key policy concepts, common business exposures, and how coverage fits together.
Insurance agency education
Build coverage expertise.
Strengthen carrier partnerships.
Practical education for agency owners, leaders, new hires, and experienced staff.
02 / Insurance agency education
Train beyond the process.
Teach the coverage.
Knowing how to process an application is different from understanding whether a proposal addresses a client’s exposures.
Give your team practical commercial insurance education that connects the client’s operations, the policy language, and the questions that lead to a stronger placement. Build the carrier relationships and working habits that support that process.
Focused coverage workshops.
Targeted sessions on topics such as liability, property, commercial auto, umbrella coverage, and the endorsements or exclusions that change the analysis.
Team coverage development.
Guided case discussions and proposal comparisons that help staff recognize coverage differences and explain them clearly.
Working effectively with insurance companies.
Practical best practices for selecting suitable markets, preparing complete submissions, communicating with underwriters, and planning renewals. Help your team build credibility, set realistic expectations, and advocate for clients professionally.
The practical takeaway
Stronger coverage knowledge.
Stronger carrier relationships.
Training scope, format, and fees are agreed upon in advance. Sessions can be scoped individually or as a series based on your team’s needs.
- Connect a client’s operations to potential coverage needs.
- Recognize meaningful differences in forms and endorsements.
- Match submissions to carrier appetite and underwriting requirements.
- Present complete, accurate submissions with a clear account narrative.
- Communicate proactively with underwriters and follow through on commitments.
- Plan renewals early and approach coverage negotiations with clear priorities.
- Compare proposals on more than price.
- Explain coverage tradeoffs in language clients understand.
Insurance agency fees
Invest in the team.
Build lasting capability.
Flat fees for live, private agency training. These are total engagement prices for the included group—not per-person charges. Virtual delivery, the listed planning time, and participant materials are included.
Focused Coverage Workshop
$1,500
One 90-minute session · up to 10 participants
- One agreed commercial coverage topic.
- A 30-minute planning call with the agency leader.
- Prepared instruction, case examples, and Q&A within the session.
- A participant worksheet and key takeaways.
Choose a topic such as policy comparisons, exclusions, endorsements, or client coverage explanations.
Build a workshop brief ↗Carrier Partnership Intensive
$2,500
One three-hour session · up to 10 participants
- A 45-minute planning call with the agency leader.
- Market selection and matching accounts to carrier appetite.
- Complete submissions and clear account narratives.
- Underwriter communication, renewal timelines, and professional coverage negotiations.
- A submission checklist and carrier communication action plan.
Training for your team. JBond does not contact carriers, secure appointments, or place accounts for the agency.
Plan a carrier intensive ↗New-Hire Coverage Foundations
$5,500
Four 90-minute sessions · up to six participants
- Six hours of live instruction delivered within an agreed six-week period.
- A 45-minute agency-leader planning call.
- An agreed curriculum covering commercial coverage foundations, exposures, proposal analysis, and carrier communication.
- Practice exercises, participant materials, and a final learning recap for the agency leader.
A focused coverage foundation. Does not replace licensing education, system training, or ongoing supervision.
Scope an onboarding series ↗No surprise scope increases.
Larger groups, additional sessions, custom curriculum development beyond the package scope, and agency-specific file audits are quoted separately before work begins. Workshops are educational; recordings and reusable training licenses are not included.
Clear additional-work pricing.
For either audience, additional advisory or preparation work is proposed at $300 per hour, billed in 30-minute increments ($150). It begins only after written approval of the scope and a maximum fee. In-person delivery and travel require a separate written quote.
Draft payment terms: business-owner engagements are paid before work begins. Agency engagements require 50% to reserve dates and 50% before the first session. No automatic renewal. The written agreement will confirm payment, rescheduling, cancellation, and any applicable taxes before booking. No CE credit is included or promised.
Find your starting point
A clearer brief.
A better conversation.
Choose the questions that matter to your business and save a discussion checklist for your coverage review.
Your selections stay in your browser. This tool downloads a preparation document; it does not submit an inquiry or book a service.
Select a topic to build your checklist.
Questions & expectations
Clear from the start.
Can training focus on working with insurance companies?
Yes. Training can address carrier appetite, market selection, complete submissions, underwriter communication, renewals, and professional coverage negotiations.
Are fees per person?
The listed agency packages are total fees for the included group size. Larger groups and expanded scopes are quoted before work begins.
Is continuing education credit included?
No CE credit is included or promised. These services focus on practical staff development.
Knowledge is the starting point
Understand more.
Ask better. Advise better.
For business owners, insurance agencies, and commercial lenders.
Contact Jennifer to discuss business-owner advisory, agency training, or lender insurance reviews.