The Course

Case Management Certification:

Curriculum and Content Outline

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 program concludes with an online Comprehensive Certification Exam comprised of 175 questions. Participants must pass the exam with a score of 70 or higher to complete the curriculum. 

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

If purchasing 4 or more, please contact us so we can save you $200 per person! A special link will be sent to you that will include discounted registration.

We offer the option to purchase individual Modules from the Course Certification Program as well. See below for more information.

1. LIFE INSURANCE OVERVIEW

2. THE UNDERWRITING PROCESS

3. THE ROLE OF THE BROKERAGE GENERAL AGENCY (BGA)

4. TYPES OF CASE SUBMISSIONS

5. THE CASE MANAGER ROLE

6. CASE MANAGEMENT REQUIREMENTS

7. WORKING WITH ADVISORS AND INSURANCE PROFESSIONALS

8. REGULATORY CONSIDERATIONS