Signed in as:
filler@godaddy.com
Licensed and Launched
Beyond the Exam. Beyond the license. Become Agency Ready!
What you'll learn:
-Core Industry Fundamentals
-Customer Service Excellence & Communication
-Deep policy & Coverage Basics
-Agency Workflows
-General Claims Procedures
-Retention & Cross-selling Strategies
-Compliance & Documentation
-Real world scenarios & Role Play
Perfect for:
-Newly licensed
-Career changers
-Insurance CSRs
-Admin Staff
Menu / Price List
Academy Program Pricing
Invest in career-ready excellence. Whether you are an aspiring professional looking to break into the insurance industry or an agency owner seeking to fast-track your team's onboarding, our comprehensive academy programs bridge the gap between passing the exam and mastering the desk. Choose the path that fits your goals and launch with confidence.
The Core Academy (Individual Enrollment)
$499 (One-time investment) or 2 monthly payments of $265
Perfect for newly licensed individuals, career changers, or independent CSRs looking to become instantly "agency ready.
Includes:
- Full access to the core curriculum (Industry Fundamentals, Policy Basics, Claims, and Workflows).
- Live weekly interactive group training and real-world scenario role-play.
- Lifetime access to course materials, compliance documentation templates, and workflow checklists.
- Official Certificate of Completion from the Academy.
The Agency Onboarding Package (Corporate Tier)
$899 per seat (Custom volume discounts available for teams of 3+)
Includes:
- Everything in the Core Academy.
- Direct progress tracking and performance reporting sent weekly to the Agency Owner/Principal.
- Specialized training focused heavily on retention, cross-selling strategies, and customer service excellence.
- 30 days of post-graduation email support for the new hire to help troubleshoot real desk scenarios.
Add-On & Continuity Services
Keep your skills sharp and your career moving forward. Our ongoing support and community tiers are designed to provide continuous learning, advanced strategy sessions, and personalized mentorship long after graduation. Stay connected, stay compliant, and keep thriving in your role.
Monthly Mastermind
$49 / month (Or bundled into the initial enrollment for a discount)
An exclusive monthly community tier to keep graduates and working CSRs sharp, compliant, and continuously growing.
Includes:
- Access to the private social media community group for continuous learning.
- 1 monthly live masterclass teaching advanced topics (e.g., handling difficult clients, deep-dives into complex coverage changes).
- Direct peer-to-peer networking with other successful insurance professionals.
1:1 "Agency Ready" Deep Dive (Premium Coaching)
Price: $150 / per 60-minute session
For students or existing CSRs who want direct, personalized mentorship to master specific systems, role-play complex sales, or overcome performance bottlenecks.
Includes:
- Personalized pre-session assessment to identify specific weak points.
- 1-on-1 intensive role-play and strategy session.
- Custom action plan and recorded playback of the session for review.
Please Note: Due to the digital nature of our curriculum, immediate access to training materials, and limited seating for live cohorts, all registrations and program purchases are final and non-refundable.
Copyright © 2026 SucceedwithKimberly - All Rights Reserved.
Restored to heal, grow, and thrive.