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New Broker Onboarding Materials Available In Sales Hub

We are excited to announce we will be utilizing the Sales Hub for new broker training.

In the past, new broker onboarding was held twice a year at our Waterloo, NY training facility. Based on feedback received from our brokers and the need for more virtual options to replace in-person meetings, the Sales Hub will now host pre-recorded videos for “just in time” training, making these resources available to you whenever you need them.

These videos were created by different teams throughout our organization. They will be available all year for brokers to use as needed, to watch at their own pace, and to choose the topics relevant to their role. Our training team will maintain the broker resources and make updates as needed.

You can quickly find these videos by selecting “New Broker Education” from the Resource Type filter dropdown.

Some of the videos available include:

  • Small- and large-group product information
  • Underwriting information
  • Safety Net & Individual Market
  • LBS Ancillary Lines
  • Information Consulting
  • Broker Administration
  • Workplace Wellbeing

*Login to your Sales Hub account to view the entire library of training videos. Or register for an account If you have not set up your Sales Hub login yet.

Need more Sales Hub help? See the bottom of all future Broker News emails where we will be including the Sales Hub Registration and Login instructions or talk to you Account Representative.

*NOTE: Sales Hub is a separate login from your Broker Account on 



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