Event Platform for Insurance
Agent training, policyholder education, and industry conferences with CE tracking and compliance documentation.
82% of insurance agents say continuing education events directly impact their sales performance
The Challenges
How WebMobi Solves This
Key Features
CE Credit Management
Track continuing education credits across multiple states and license types. Certificates meet state Department of Insurance documentation requirements.
Agent Tier Management
Segment event content by agent level, carrier appointment, or product line. Top producers get VIP experiences while new agents get foundational training.
Compliance Documentation
Pre-built templates for state insurance education compliance. Automated attendance records and credit reports ready for regulatory submission.
Training and Education at Scale
Insurance carriers and agencies run hundreds of training events annually: product launches for new policies, compliance updates for regulatory changes, and professional development for agent retention. Managing CE credits across 50 states with different requirements for each license type turns a simple training event into an administrative burden.
WebMobi automates the complexity. Define CE credit types per session, configure state-specific requirements, and let the system calculate credits earned per attendee based on their license types and states. Certificates are generated automatically with the documentation each state requires.
Policyholder Events That Build Loyalty
Forward-thinking carriers use policyholder education events to reduce claims, improve retention, and build community. Homeowner safety seminars, retirement planning workshops, and wellness events demonstrate value beyond the policy.
WebMobi makes policyholder events accessible with simple registration forms, SMS reminders, and mobile-friendly event pages that work for all demographics. Post-event surveys capture satisfaction data, and attendance tracking helps measure the correlation between event participation and policyholder retention.
Frequently Asked Questions
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Create your first event in under 5 minutes. No credit card required.