Selling Commercial Insurance

Commercial insurance policies often come with large commissions; if an agent has been mostly focused on personal lines insurance, selling commercial lines can be daunting as there are many coverage and process complexities.  

To meet this knowledge gap, we offer an at-your-own-pace, online commercial insurance course, free of charge! The course (~60 hours) will provide you with the foundational concepts to advise your commercial prospects. Once you’ve taken the course and passed the final exam, you’ll be able to start selling commercial insurance through our many carrier partners. 

  1. To get started, please email agentappointment@joinsage.com or contact your onboarding executive to request access to the course (Total CSR). 

The course syllabus can be found below: 

  1. General commercial lines processes and workflows  
  2. Introduction to Commercial Lines  
  3. Workers Compensation  
  4. General Liability  
  5. Commercial Auto  
  6. Excess and Umbrella Liability  
  7. Property  
  8. Inland Marine 

If you already have experience selling commercial insurance, you can waive the course by passing a commercial lines exam. To take the exam, please email agentappointment@joinsage.com. 

  1. Once you complete the assessment or the course, reach out to commercial lines agent trainer informing them you have completed the course and they will provide you access to resources start selling CL. Link to contact sheet: Agent Trainers  (Web view

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