Virtual Boot Camp

Attend B&P's Small Group Insurance Boot Camp on demand! 

We revamped our Small Group Insurance Boot Camp to give you access to training materials from wherever, whenever! This unique training experience provides practical knowledge of the Small Group market for individuals who are new to the group benefits marketplace or are being trained to service the Small Group market.

Through our on-demand Boot Camp video series, you'll learn the basics of industry and benefit terminology, what you really "need to know" for each of our carrier partners, the rules for ensuring sold groups get through underwriting, and review B&P's invaluable Small Group resources.

Click on the title of the video you'd like to watch below and complete the registration form to access training at your convenience!

B&P Value

Join B&P Sales Director, Jennifer Lisanti, to review the basics of General Agencies and how we can assist you with your book of business.

 

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Industry Terminology

Join B&P Sales Representative, Pat Hennessy, to learn the fundamental industry and benefit terms you'll encounter in the Small Group market.

 

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Carrier Overview

Join B&P Sales Representative, Nick Jauhal, to learn about each of B&P's carrier partners and their roles within the California Small Group market.

 

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Underwriting

Join B&P Underwriting Director, Heather Jahnke, to learn about the rules for ensuring sold groups get through underwriting.

 

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Level Funding

Join B&P Sales Representative, Nick Jauhal, to learn about Level Funded products and their role within the California Small Group market.

 

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Large Group

Join B&P Sales Representative, Pat Hennessy, to learn the basics of the Large Group market and how B&P can assist you with your Large Group business.

 

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Ancillary Products

Join B&P Sales Representative, Karina Bivian, to learn about B&P's ancillary carrier partners and their products.

 

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B&P Website

Join B&P Sales Representative, Karina Bivian, for a virtual tour of the B&P website and help identifying where you can access the resources you need to operate successfully.

 

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bpQuote Training

Join B&P Online Enrollment Lead, Kate Fountain, to learn the basics of quoting with bpQuote, best practices, and quick tips to make the quoting process as efficient as possible.

 

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Implementation & Ease

Join B&P Sales Representative, Karina Bivian, to learn about what happens after a group is sold and how we can assist you, including with online enrollment through Ease.

 

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