I did learn things I have not heard covered! Reminders of common sense will help resolve more issues than it seems possible... this course gives the confidence needed to realize it is more than technical training, although necessary.

This training definitely helped me understand and piece things together from my own experience. I learned lots of new things, and the program was easy to follow and stay engaged in.

This was a great intro to benefits with so many tools. It is great for beginners and also a good refresher. I really enjoyed it.

The focus on ongoing client management and admin processes felt more practical than other training. It went deeper into what actually happens day to day, not just the big milestones. It was pretty easy to stay engaged. The real examples and direct advice made it feel relevant instead of theoretical. I’ve already noticed moments where issues could have been tracked better or where emails were forwarded without much context. It made me more aware of how small habits impact the bigger picture.

After a month in my new position as a Customer Success Manager, I began the Introduction to Employee Benefits Business course. Although my background is in Human Resources, this is my first experience working specifically with employee benefits, and I haven't received other formal training in this area. Most of the topics covered in the training were unfamiliar, but I've picked up some knowledge of the terms and concepts from personal experience with my own benefits and guidance from my manager as I get settled into the role. Completing the course has given me a clearer understanding of the client life cycle, particularly regarding planning and strategy timelines, renewals, open enrollment periods, post-enrollment, and ongoing client management. The course kept me engaged thanks to helpful prep modules like “writing things down,” reminders to dedicate focused study time, and module notes with useful prompts. Personally, I preferred not to use the provided PDF files for note-taking, so I moved the Module notes template into a Word document instead. I really enjoyed the EveryFirm animated videos— there was a lot packed into those short videos, and I watched them multiple times. I also appreciated how Jen Walsh shared her own experiences, offering real-life examples from situations she’s faced. The consistent structure of the modules—such as ‘Three Ways to Stand Out,’ ‘2 Ways Teams Go Sideways,’ and ‘Language and Lingo’—made it easier to know what to expect as I moved through the modules. The downloadable transcripts were especially useful; I often jotted down a quick note during the video and then referred back to the transcript to review and reinforce my understanding. Finally, the unit reviews helped tie everything together for me.

The information I learned from this program was engaing and easy to follow. It layed out important information that was easy to absorb and grew my understanding of benefits.

very helpful and informative. lots on information in a not so overbearing way.

Such a knowledgeable course. Really enjoyed it.

I did learn things I have not heard covered! Reminders of common sense will help resolve more issues than it seems possible... this course gives the confidence needed to realize it is more than technical training, although necessary.

This training definitely helped me understand and piece things together from my own experience. I learned lots of new things, and the program was easy to follow and stay engaged in.

This was a great intro to benefits with so many tools. It is great for beginners and also a good refresher. I really enjoyed it.

The focus on ongoing client management and admin processes felt more practical than other training. It went deeper into what actually happens day to day, not just the big milestones. It was pretty easy to stay engaged. The real examples and direct advice made it feel relevant instead of theoretical. I’ve already noticed moments where issues could have been tracked better or where emails were forwarded without much context. It made me more aware of how small habits impact the bigger picture.

After a month in my new position as a Customer Success Manager, I began the Introduction to Employee Benefits Business course. Although my background is in Human Resources, this is my first experience working specifically with employee benefits, and I haven't received other formal training in this area. Most of the topics covered in the training were unfamiliar, but I've picked up some knowledge of the terms and concepts from personal experience with my own benefits and guidance from my manager as I get settled into the role. Completing the course has given me a clearer understanding of the client life cycle, particularly regarding planning and strategy timelines, renewals, open enrollment periods, post-enrollment, and ongoing client management. The course kept me engaged thanks to helpful prep modules like “writing things down,” reminders to dedicate focused study time, and module notes with useful prompts. Personally, I preferred not to use the provided PDF files for note-taking, so I moved the Module notes template into a Word document instead. I really enjoyed the EveryFirm animated videos— there was a lot packed into those short videos, and I watched them multiple times. I also appreciated how Jen Walsh shared her own experiences, offering real-life examples from situations she’s faced. The consistent structure of the modules—such as ‘Three Ways to Stand Out,’ ‘2 Ways Teams Go Sideways,’ and ‘Language and Lingo’—made it easier to know what to expect as I moved through the modules. The downloadable transcripts were especially useful; I often jotted down a quick note during the video and then referred back to the transcript to review and reinforce my understanding. Finally, the unit reviews helped tie everything together for me.

The information I learned from this program was engaing and easy to follow. It layed out important information that was easy to absorb and grew my understanding of benefits.

very helpful and informative. lots on information in a not so overbearing way.

Such a knowledgeable course. Really enjoyed it.