# Mid-size P&C Insurer: Promotion training channel for 200 regional agents

> Finance/Insurance · Learners ~200, Training Target Financial Planners, Core Content Promotions.

- Last updated: 2026-07-15
- Canonical URL: https://www.touchclass.com/en/case28
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- Language: English
- Category: Customer stories

## Key points

- Finance/Insurance · Learners ~200, Training Target Financial Planners, Core Content Promotions.

## Page content

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

Finance/Insurance

Mid-size P&C Insurance Company

## Mid-size P&C Insurer: Promotion training channel for 200 regional agents

Standard

~200 Learners

Financial Planners Training Target

Promotions Core Content

## Background

"Sharing through a dedicated app instead of KakaoTalk eased our security concerns."

Mid-size P&C Insurance Company

Information from HQ took too long to reach 200 regional agents, with no structured delivery channel.

Reliance on consumer messaging apps for work information sharing posed compliance and security risks.

## Solution

Built a regional branch platform integrating promotion info, product training, and community features in one secure channel.

Replaced consumer messenger apps with a dedicated platform for sales know-how exchange.

## Results

Promotion delivery time shortened significantly; dependency on consumer messengers reduced, strengthening security.

HQ policy reach rate improved even in a small regional branch through structured communication.

~200 Learners

Financial Planners Training Target

Promotions Core Content

## Insight

Even at a 200-person regional HQ, a dedicated training platform serves as a secure channel replacing external messengers and as a rapid distribution tool for promotional information. Sharing business information over external messengers like KakaoTalk carries security risk in financial services, and moving to a dedicated platform is also desirable from a compliance standpoint.

[Social Learning](https://www.touchclass.com/en/product?tabId=5) [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+.
- [Mid-size Insurance Agency: Digitized morning briefings with 11 live sessions per month](https://www.touchclass.com/en/case15.md): Finance/Insurance · Learners ~200, Live Sessions 11/M, Cross-training Insurers Multiple Firms.

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