top of page

Magellan Case Study Solutions

Magellan CE Solutions is a custom approach to meeting an organization's individual education and strategic needs. Unlike traditional CE which is provider centered, Magellan CE Solutions is client centered designing education solutions to meet the specific needs and issues of the client.

The following are real life examples of Magellan CE Solutions.

Aligning Professional Development with Organizational Goals and Objectives – A specialty niche insurance agency was planning for the “roll out” of a new product. To upgrade knowledge levels of existing  staff, a custom educational program was developed incorporating both Analysis Level and Practice Level CE. The educational program assisted the agency with the successful implementation of the new product “roll out."

Assessing Employee Competencies – Management at an independent insurance agency believed that its claims department was lacking the  expertise to effectively act as a client advocate throughout the claims process. An assessment confirmed management’s views. To improve knowledge levels in the claims process, a targeted Analysis Level and Practice Level CE program was developed. The educational program enabled the agency’s claims department to increase its knowledge base and provide the level of claims advocacy needed to meet client expectations. 

Providing Targeted Education to Meet Critical Knowledge Gaps – An independent insurance agency had seen substantial growth through a number of agency acquisitions. Uncomfortable with perceived knowledge gaps of some of the acquired employees, a targeted educational program was developed incorporating both Analysis Level and Practice Level CE. Gap analysis was utilized to identify critical voids and job aids were developed to assist employees to better manage client expectations.

Developing Custom Solutions to Meet Strategic Goals – A financial services organization was seeking to expand its product offerings into the insurance field. To develop a competent staff cohort to meet this challenge, a concentrated three-day pre-licensing education program was implemented and supplemented with several Practice Level CE courses. This two-step educational intervention enabled the financial services organization to efficiently implement their strategic goal of offering general insurance products to its existing clientele base.   

Offering In-House Education for Credentialed Designations – In addition to the custom case studies solutions indicated above, we offer in-house exam prep education for individuals preparing for their AINS, AAI, AIC, ARM and CPCU exams offered by The Institutes.

bottom of page