The Nailba
Case Manager
Certification Program

The NAILBA Case Manager Certification Program helps train and develop new case managers on the life insurance case management process, while certifying existing case managers on the key skills, responsibilities, and best practices that are essential for their role. The program, which has been designed with a life insurance focus, is comprised of eight online learning modules with mastery quizzes for each module.

The Case Manager Certification Program cost is $995 for NAILBA Members and $1,595 for Non-NAILBA Members. 

Explore the Individual Modules

Note: Modules may be purchased separately. If you are planning to complete the Certification program, please sign up for the full Case Manager Course.

Recent Courses

Life Insurance Overview

PART I – THE PURPOSE OF LIFE INSURANCELife insurance is...

The Underwriting Process

PART I – UNDERWRITING BASICS Underwriting is one of the...

The Role of the Brokerage General Agency (BGA)

Case managers are an integral member of the Brokerage General...

Types of Case Submissions

PART I – PREPARING THE APPLICATION The life insurance application...

The Case Manager Role

PART I – PRINCIPAL RESPONSIBILITIES AND INTERACTIONS The case manager...

Case Management Requirements

PART I – LICENSING, CONTRACTING, AND COMMISSIONS Case managers work...

Working with Advisors and Insurance Professionals

Regulatory Considerations

PART I – INSURANCE REGULATORS, LICENSING, AND CONTINUING EDUCATION When...

Testimonials