# Mid-size Insurance Agency: Digitized morning briefings with 11 live sessions per month

> Finance/Insurance · Learners ~200, Live Sessions 11/M, Cross-training Insurers Multiple Firms.

- Last updated: 2026-07-15
- Canonical URL: https://www.touchclass.com/en/case15
- Markdown mirror URL: https://www.touchclass.com/en/case15.md
- Language: English
- Category: Customer stories

## Key points

- Finance/Insurance · Learners ~200, Live Sessions 11/M, Cross-training Insurers Multiple Firms.

## Page content

*The content below is extracted from the rendered source page.*

Finance/Insurance

Mid-size Insurance Agency

## Mid-size Insurance Agency: Digitized morning briefings with 11 live sessions per month

Standard

~200 Learners

11/M Live Sessions

Multiple Firms Cross-training Insurers

## Background

"Opening the app each morning became more natural than clocking in."

Mid-size Insurance Agency

A small GA branch handling multiple insurers' products had heavy training demands despite its 200-person size.

Offline morning briefings suffered low attendance, and cross-insurer product training was unstructured.

## Solution

Ran 11+ small-group live sessions per month, digitizing the traditional morning briefing culture.

Insurer representatives rotated as live session hosts, delivering cross-product training with active Q&A.

## Results

High-frequency live sessions became a daily learning routine, solving the attendance problem of offline briefings.

Systematic cross-insurer product training was established for the branch.

~200 Learners

11/M Live Sessions

Multiple Firms Cross-training Insurers

## Insight

It is easy to focus on large insurers' success stories, but platform usage is also meaningful at a 200-person GA branch. What matters is not scale but frequency and repetition. Eleven live sessions per month established the platform as a "daily channel" in agents' minds, and that perception became an always-on access habit.

[Live Streaming](https://www.touchclass.com/en/product?tabId=4) [Field Job Training](https://www.touchclass.com/en/product?tabId=1)

## More Customer Stories

[Insurance/Finance Samsung Life Insurance Samsung Life Insurance: 100% Remote Training for 30,000 Agents](https://www.touchclass.com/en/case1)

[Insurance/Finance Samsung Fire & Marine Insurance Samsung Fire & Marine: Learning Creator Platform for 30,000 Agents](https://www.touchclass.com/en/case9)

[Finance/Insurance Major Life Insurance Company A Major Life Insurer A: 30,000 agents onboarded online in 2 months from 100% offline](https://www.touchclass.com/en/case12)

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## Related resources

- [Samsung Life Insurance: 100% Remote Training for 30,000 Agents](https://www.touchclass.com/en/case1.md): Insurance/Finance · Learners 30,000, First Live Viewers 6,000, Content Views 180K.
- [Samsung Fire & Marine: Learning Creator Platform for 30,000 Agents](https://www.touchclass.com/en/case9.md): Insurance/Finance · Learners 30,000, Avg. Monthly Feedbacks 12,000.
- [Major Life Insurer A: 30,000 agents onboarded online in 2 months from 100% offline](https://www.touchclass.com/en/case12.md): Finance/Insurance · Learners ~30,000, Live Concurrent 7,000+, CEO Video Comments 2,000+.
- [Major Capital Company: Lessons learned after MAU crashed from 91% to 4%](https://www.touchclass.com/en/case13.md): Finance/Insurance · Learners ~2,100, Compliance Training MAU 91%, Post-training MAU 4%.
- [Major P&C Insurer A: 286 learning creators built a self-sustaining content ecosystem](https://www.touchclass.com/en/case14.md): Finance/Insurance · Learners ~39,000, Learning Creators 286, Monthly Opinions 12,000+.
- [Major Commercial Bank A: Achieved 99.8% completion rate for next-gen system training](https://www.touchclass.com/en/case16.md): Finance/Insurance · Learners ~12,000, Completion Rate 99.8%, Satisfaction 87%.

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