Why Insurance Training Needs a New Approach - Especially for Brokers

Insurance is one of the world’s most heavily regulated and fast-moving industries. Customer needs are shifting, compliance rules keep evolving, and the competition never slows down. To keep up, insurers need brokers who are informed, adaptable, and ready to act - but outdated training tools are falling short.

Inefficient training has led to a substantial rise in E&O claims (source).

Insurance companies face a perfect storm when it comes to training:

• Strict Regulatory Compliance: From AML and KYC protocols to state-level variations and global standards, staying compliant is non-negotiable.

• Constant Product Evolution: New tools, products, and policy changes roll out constantly. Brokers must stay updated to use, explain, and sell them accurately.

• A Dispersed Workforce: Brokers work remotely, across regions, time zones, and even organizations.

• High Turnover: Insurance sees above-average attrition, making continuous onboarding and refresher training critical.

• Continued Education Needed: Ongoing skills development is essential to avoid E&O claims, but hard to maintain with legacy systems.

While internal staff may have access to LMS systems, most brokers don’t. And that’s a major blind spot.

So what do insurers do? They fall back on emails and PDFs - which are unreliable, passive, and virtually untrackable.

In the Insurance industry, only 76% of internal emails get opened - and of those, only 34% are actually read, rather than skimmed (source).

Brokers are also overwhelmed and fatigued by long-format training. Self-reporting review platforms cite communication tech fatigue and cognitive overload as having a massive impact on their performance (source). 

When your brokers are consistently missing important news, and blearily trudging through the trainings they do see, it leaves them uninformed and unsupported. This can all leave your most important front-line workers prone to making preventable mistakes. 

The Solution: Microlearning Built for External Partners

Microlearning delivers small, focused bits of information - often 3-5 minutes long - that are easier to absorb, remember, and act on. For external partners, such as brokers juggling calls, client meetings, and complex policies, this format can fit naturally into the flow of their day.

Instead of an hour-long course, brokers get short, targeted updates - focused on just one key point at a time. Lessons can be pushed exactly when they’re needed - right after a product update, a regulatory change, or a launch. And, as a bonus, when paired with interactive elements like quizzes, microlearning offers not just engagement, but proof of learning.

That’s where AirTrain comes in.

AirTrain fills the training and compliance gap - without overhauling your LMS or tech stack.

How AirTrain Works:

• Pushes mobile micro-lessons via email, Slack, or Teams

• Uses magic links for frictionless access by everyone

• Includes one-tap quizzes to confirm understanding

• Generates a CSV ledger for audit-readiness

• Hosted in Frankfurt, meeting strict GDPR/data security standards

It’s like an “LMS-Lite” for the people who can’t log in, but still need to know your products, updates, and rules.

And with an estimated 59K€ of savings per year for every 100 brokers - decreased labour costs, chase time, audit rates, and E&O claims (source, source, source, Hiscox SalesOps chaser-time log (Jun 2025)) - AirTrain’s ROI is a can’t-miss opportunity.

No LMS Integration, PhDs, or Learning Design Experts Required

AirTrain is designed to plug into your existing workflow. No new portals. No long integrations. No barriers. Just smarter broker training - wherever they already work.

Ready to Close the Broker Knowledge Gap?

If you're still relying on PDFs and email blasts to train brokers, you're not just risking compliance - you're missing a massive opportunity to boost performance, hit quotas, and reduce cost.

The need for effective training is clear:

Capgemini World Life Insurance Report 2025 (source)	Agents with access to AI-driven tools, and the knowledge of how to use them, report higher up-sell / cross-sell capture.
Zywave 2025 Broker Services Survey (source)	1 in 3 employers plan to switch brokers; top reason: slow response / ineffective service.
Insurance Business (source)	Understanding industry changes, such as AI, telematics, and real-time pricing, impacts agents’ and brokers’ ability to serve clients effectively.
Risk & Insurance (source)	“The future of insurance distribution depends on strong, collaborative relationships between carriers and agents. While digital tools and artificial intelligence will continue to shape how the industry operates, the real differentiator will be how carriers support, empower, and engage their distribution partners.”
J.D. Power 2024 U.S. Independent Agent Satisfaction Study (source)	Insurers that support agents through continuing education opportunities earn higher rates of agent loyalty and satisfaction

Let AirTrain help you turn broker training from a compliance burden into a competitive advantage.

Contact a product specialist today at dan@airtrain.app.