For the Broker

New brokers need to be exposed to practical, day-to-day tasks.This eLearning course helps bridge the gap between “Newly RIBO Licensed” and “Working Broker”.

Completed online and at your own pace, this course will help fill that skills gap across five areas:

• Brokerage Systems 101 – Learn BMS, Rating Services & Company Portals

• AutoPlus & MVRs – Learn what they are and how to use them

• HITS Reports – Learn what they are and how to use them

• Working with Your Underwriter – Their role and how to maintain productive relationships

• Handling Customers – Working through tough situations and common interactions.

Registration open to IBAO Members & Non-Members. 60-day eLearning access.

Register online


+ $75
additional for
Accreditation Hours: 2.5 Personal Skills Hours

For the Manager

This eLearning course teaches the hiring/training manager how to build a cohesive and sustainable training program including steps on how to establish a program and integrate brokerage processes into the training material created by IBAO. For example – what do you expect from your brokers when they're presenting quotes to a customer?

Includes student modules from For a Broker as a complementary tool to build your own brokerage training program.

This program has five modules (all with downloadable examples and practice materials):

• Prepare a training schedule

• Prepare a lesson plan

• Create engaging activities

• Dealing with fuzzy situations

• How to assess if the trainee has absorbed the training

Registration open to IBAO Members only with lifetime access to the course.

Register online


Accreditation Hours: 2.5 Hr. Management Hours