This certification is so advantageous for all of us in the field. There is a lost opportunity cost when firms have to train case managers on their own. They often must pull away their most senior case managers to train new people and develop case managers who are falling behind. I am so excited about the opportunities this program creates for agencies and carriers across the life insurance industry. Two of my veteran case managers with over 20 years of experience went through this program and they could not believe the information that was in there. It brings to light areas experienced case managers do not often think about and the fundamentals they often forget about. The whole program is enlightening.

Case management is one of the most challenging jobs in an insurance firm. The sheer amount of knowledge is staggering. Between the number of products and carriers, it requires case managers to become experts in the entire process, or you risk losing an account or client. It is wonderful we now have a robust training platform, whether you are hiring a new or advanced case manager. As an agency principal, we can now level-set everyone’s knowledge on the fundamentals skills and responsibilities you expect in case management. With that fundamental knowledge in place, you can then train on your firm’s own specific workflows and processes. This is just a fabulous foundation and a great refresher for your experienced case managers.

This program was designed for boutique life insurance firms as well as larger firms and carriers. When it comes to case manager development, some firms only have 3 or 4 case managers on staff. To train someone new, you have to pull one of your senior case managers away and make them a trainer. That process can last weeks to months depending on skill sets, which creates service and consistency issues boutique firms often struggle with. With COVID, the value of the NAILBA Certification is even further enhanced because it allows you to train virtually with a uniform platform that provides the same education for everyone. The certification sets a new bar that is very high.

Everyone knows the vast amount of information and responsibilities case managers are required to master and comprehend. It is often the case managers who save a case and maintain the relationship with advisors and clients. This program gives you the tricks of the trade and the value-add case managers need. You gain best practices from different case managers around the country, such as expediting a case, when to ask for an exception and when not to, and how to communicate with advisors and carriers in specific scenarios. There are so many best practices showcased for an experienced case manager which creates an industry standard. All of our case managers at The Milner Group will be going through this curriculum.

The NAILBA certification covers beyond what a new business manager initially trains on. The courses are tailored to cover all facets of the case management process, including how contracting, licensing, commissions, and regulatory considerations impact the smoothness of a case. Case managers are more than data gatherers and their role goes far beyond handling applications. The integral foundations in this training will help equip case managers to look beyond the insurance application. They will learn how to better manage relationships in the field and work through IGO / NIGO discrepancies. This program is a game changer. It will help produce successful case outcomes and puts the case manager role on the map. It showcases the unique abilities required to be a dynamic case manager.

This certification enhances a case manager’s workflow-ready skills. From the carrier’s perspective, this results in a better service experience overall. Case managers will gain a stronger understanding of carrier guidelines, which reduces the number of exception requests. They will better understand the requirements up front in the field underwriting process, which leads to a higher percentage of In Good Order submissions and getting cases placed and paid faster. The program further trains on how to submit an effective cover letter and communication tips for interacting with carrier underwriters to build and maintain strong relationships. All of this leads to improved placement ratios. Knowledgeable case managers reduce the back-and-forth which reduces costs overall. All carrier new business specialists should be going through this program, as it goes beyond the carrier-specific training they receive. The NAILBA Case Manager Certification is a true mark of distinction.

This program is a savior for BGAs and insurance firms who have case management staffing issues. When you look at the interior of a BGA or insurance firm, sales drives most everything. Most firms are looking to build their infrastructure or improve it. When you don’t have an experienced case manager, the sales team or operations team has to train and step into the role. Most of your experienced staff members are not trainers by trade. This program highlights the tailored culture and aspects of BGAs and the broader life insurance world. It teaches and supports a case manager, not just in filling out forms or CRMs, but grooms them to pay attention to the relationship management aspects of a case. Case managers are the utility players who make the revenue flow. This certification gives them a boost of confidence in doing their job. The program supports the BGA, the case management process, and overall efficiencies. It is phenomenal.

Having a Case Manager Certification program available to assist in training & development is very beneficial to the Brokerage industry. It also provides an opportunity to test or recap existing case managers core knowledge. The case manager function within an organization is one of the most knowledge packed roles which makes it both challenging and essential. A case manager is often the main point of contact with an advisor and being prepared to quarterback an application for life insurance, start to finish is important to providing a top tier level of service and maintaining that relationship. This course covers all of the fundamentals of case management plus many additional value-add items that case managers can bring to the table and enhance the service experience they provide.