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NAILBA Certified Case Manager (NCCM)


The NAILBA Certified Case Manager (NCCM) credential is the marker of a committed case management professional who has demonstrated the wide range of knowledge essential to managing life insurance cases in today’s challenging insurance environment. The NCCM credential does more than advance individual careers: It empowers entire organizations in building and cultivating a “NCCM culture.” The program places a value on professional development for life insurance case managers and encourages staff to pursue the certification. When advisors or clients choose a brokerage agency and/or carrier to engage with, participants can discuss the process with confidence knowing their front line personnel are NAILBA certified.

Case managers play a vital role in the insurance process. The NCCM certification will send the message that you are an advanced case manager and have an in-depth understanding of all facets of the life insurance process. You can confidently negotiate and influence a situation to achieve a successful outcome. It gives you the tools to serve as a sharp, business-minded individual who doesn’t shy away from finance, insurance or medical terminology. When it comes to problem-solving, you will excel at keeping track of the details, and you won’t be afraid to dive deeper. In summary, the NCCM certification helps foster the relationship between brokerage general agencies, independent advisors, insurance carriers and perhaps most importantly, the client!

Displaying Your NCCM Credential
Once a candidate successfully completes the course (passing all quizzes and the final comprehensive exam), the candidate will be recognized with the NAILBA Certified Case Manager (NCCM) credential. The NCCM digital badge will be customized with your name and a certificate of completion will be sent via U.S. Mail.

NAILBA Certified Case Manager (NCCM) Renewal
NCCMs are required to renew their certification every two years (from the date of passing the final exam). To maintain the certification, NCCMs must complete five (5) of eight (8) exclusive NAILBA continuing education webinars specifically designed for advanced case managers over the duration of two (2) years.

Each webinar ($25) will be 30-60 minutes in duration, presented quarterly (online) and will be available in both live and on-demand formats. Alternatively, the NCCM certification ongoing professional development requirement can be achieved by attending the Case Manager Symposium. Once the ongoing professional development requirement has been completed, the NCCM renewal application fee to maintain the certification is $99.