NCMC - Section 6: Case Management Requirements

The NAILBA Case Manager Certification Program helps train and develop new case managers on the life insurance case management process, while certifying existing case managers on the key skills, responsibilities, and best practices that are essential for their role. The program, which has been designed with a life insurance focus, is comprised of eight online learning modules with mastery quizzes for each module.

Section Overview:

PART I – LICENSING, CONTRACTING, AND COMMISSIONS
Case managers work both independently and interdependently. In this video, we will explore the interdependencies and external parties you may interact with in your role. You will learn additional facets of the life insurance process, including contracting, licensing, and commissions.

PART II – TRACKING AND DOCUMENTATION
As a case manager, your main responsibility is to move a case forward. Your ability to properly document where a case is at, at all times, is critical. This video provides an overview of the information and data that must be tracked throughout the duration of the case management process.

PART III – THE RIGHT PRACTICES FOR SUCCESS
Communication is one of the most important skills and responsibilities in the case management process. In this video, you will learn the right practices for communication, including when to call vs. email, interacting with underwriters and vendors, and best practices for negotiating underwriting decisions.

FIELD DEVELOPMENT COMMITTEE

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