Introduction
Learning & Development — Building Capability, Confidence, and Excellence
We equip every IBFM with the knowledge, skills, and standards needed to succeed—from onboarding to advanced specialization and continuous professional growth.
L&D Mission
The Learning & Development team strengthens organizational performance by ensuring:
- Structured onboarding for new IBFMs
- Role-based technical and operational training
- Continuous upskilling and certification readiness
- Standardized knowledge across departments
- Measurable learning outcomes and performance impact
We transform training into real operational excellence.
Core L&D Functions
1. Foundational Training & Onboarding
- Insurance basics and terminology
- Data entry and documentation standards
- Initial system and workflow orientation
- Sales and service process understanding
Goal:
Ensure every new IBFM starts with strong, accurate foundations.
2. Product, Process & System Mastery
- Quoting, binding, and policy issuance
- AMS and quoting systems usage
- Carrier navigation and workflows
- Application and servicing procedures
Goal:
Develop confident, production-ready professionals
3. Advanced & Specialized Training
- Lines of Business specialization
- Accounting services training
- TSBU / ASBU product mastery
- Sales onboarding and progression
Goal:
Enable career growth and deeper expertise.
4. Learning Resources & Knowledge Systems
- Training manuals and slides
- Knowledge checks and assessments
- Training schedules and timelines
- Reference libraries and onboarding materials
Goal:
Provide accessible, structured learning at every stage.
Training Framework & Content Areas
Foundations & Core Knowledge
- Basic Insurance Training Manual — L1
- Insurance Basics
- Initial Notes
- ISBU Data Entry Standards
Purpose:
Create accurate, compliant insurance knowledge from day one
Systems, Workflow & Operations
- AMS Training Resources
- Quoting Systems
- Application → Binding → Policy Issuance → Servicing
- Carrier Website Training Manuals
Purpose:
Ensure end-to-end operational competence
Sales & Onboarding Development
- Sales Onboarding Process Flow
- Sales Onboarding Timeline
- Sales Onboarding Resources
- Sales & Marketing SOP
Purpose:
Prepare IBFMs for client-facing success and revenue support.
Product & Business Unit Training
- TSBU Intro to Insurance
- TSBU Lines of Business
- TSBU Training Objectives
- InsBOSS Product Training Manual — TSBU
- ASBU Training Objectives
- Accounting Services Training Manual
Purpose:
Build specialized capability aligned to business units.
Continuous Learning & Assessment
- Knowledge Checks
- Foundational & Product Training Slides
- Training Schedules
- IBFM Welcome Packet
Purpose:
Support ongoing mastery and measurable learning progress.
First 30 Days Focus
(after Culture Training)
Days 1–10 — Learning Architecture & Standards
- Understand IBFM training philosophy and curriculum structure
- Review foundational insurance and onboarding programs
- Study training manuals, slides, and learning pathways
- Observe live onboarding or training sessions
- Learn assessment and knowledge-check processes
Outcome:
Clear understanding of how learning drives performance.
Days 11–20 — Guided Training Delivery
- Assist in onboarding facilitation or coordination
- Support knowledge checks and documentation tracking
- Help manage training schedules and materials
- Review sales onboarding and product training flows
- Participate in supervised learner support
Outcome:
Ability to support structured training execution.
Days 21–30 — Independent Readiness
- Facilitate portions of onboarding or refresher sessions
- Validate learner progress and completion records
- Coordinate training materials and updates
- Support specialized or unit-based learning programs
- Demonstrate alignment with L&D quality standards
Success Goal:
Operate as a reliable learning facilitator who ensures knowledge accuracy, readiness, and continuous growth.
Learning & Development enables:
- Faster onboarding and readiness
- Consistent knowledge across teams
- Higher service quality and compliance
- Career growth and specialization pathways
- Stronger organizational performance
L&D is not only training — it is the foundation of IBFM excellence.
Learning & Development Required SOPs
To ensure operational excellence and compliance, all IBFMs are required to review and acknowledge the following Standard Operating Procedures (SOPs) specific to their department.
These documents define workflows, quality standards, security protocols, and escalation procedures. Completion of all required readings is mandatory within your onboarding period and contributes to your performance and compliance record.
Note:
These are the mandatory SOPs for your department. Please review and acknowledge each document to complete your onboarding compliance requirement.
List of SOP
Organizational Chart
Paul Labago
Sr. L&D Lead
Jerry Pariñas
L&D Manager
-
GG
Genevive Gajopo
L&D Specialist
JVJoeleen Mae Valencia
Trainer
-
AP
Arrol Pamplona
L&D Specialist
BLBarbra Lozano
Sales Trainer
-
AN
Arthur Nider Jr
L&D Specialist
Ready to Grow Your Skills?
Whether you are:
- A new IBFM starting onboarding
- A team member advancing specialization
- Coordinate training materials and updates
Learning & Development is here to guide your progress.
L&D Distro
- ld@insboss.net
Ready for Your Next Step?
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