Group Benefits Buying Guide Advisor Certification
A six-week, cohort-based training program that turns the ClearBenefits Buying Guide into advisor behaviour — needs analysis, structure diagnosis, quote discipline, renewal-risk explanation, and client-safe recommendations. Designed for MGAs, insurers, agencies, and distribution teams.
Why This Program
Product Training Explains Plans. This Program Builds Behaviour.
Most advisors can describe coverage. Far fewer can lead a disciplined employer conversation — diagnosing needs, choosing structure before quoting, explaining renewal risk, and documenting a client-safe recommendation.
This certification closes that gap. Over six weeks, advisors work through written exercises, practice language out loud, complete field assignments, and bring proof of execution — not just attendance.
This is a focused, six-week standalone course built specifically around the Buying Guide to Benefits — ideal as a CE-eligible program or an entry point. For the complete advisor journey from prospecting to account growth, see the Group Benefits Sales Academy, a six-course system with its own three-level certification pathway.
The Six-Week Pathway
One Session a Week, Each With Required Proof
Six live sessions of 60 minutes, built for cohort learning with weekly coaching and documented proof of application.
Buying Guide Foundation
Position the Buying Guide as an advisor-led conversation tool and establish the course standard.
Proof: Scheduled Buying Guide follow-up conversation or roleplay.
Needs Analysis & Discovery
Capture employer objectives, workforce profile, budget, service expectations, current plan information, and renewal history.
Proof: Five discovery questions used or roleplayed.
Plan Structure & Design
Teach pooled vs. traditional suitability, cost drivers, cost sharing, and fit diagnosis.
Proof: Plain-language pooled vs. traditional explanation.
Quoting Discipline
Build plan-design options, read renewal documents, question assumptions, and compare quotes responsibly.
Proof: Quote-comparison review script.
Renewal Reality
Explain discounts, credibility, IBNR, rate guarantees, red flags, and renewal-pressure choices.
Proof: 3-year planning lens presentation.
ClearGroup Alternative & Final Case
Position the pooled alternative, use the advisor checklist, and deliver the final employer case recommendation.
Proof: Final case presentation and completed workbook.
The Standard
Bring Proof, Not Intentions
Each week has a defined proof standard — a roleplay, a discovery script, a plain-language explanation, a quote-comparison review, or a completed case. Certification is earned through demonstrated application, reviewed against a structured final-case scoring guide.
- Explains employer needs and assumptions
- Selects structure based on fit, not bias
- Identifies quote and renewal risks
- Explains trade-offs in plain language
- Uses the advisor checklist before recommending
- Provides a clear next step and documentation plan
CE Eligibility
Designed for Continuing Education Submission
The program is built to support CE accreditation — with defined learning objectives, time allocations, knowledge checks, attendance tracking, a scored final case, and completion evidence. Because CE approval and applicability depend on the relevant provincial council or accrediting body, ClearSales.ca positions the program as designed for CE submission, and works with organizations on the accreditation package for their jurisdiction.
Learning objectives
Defined for each session.
Knowledge checks
After each session.
Scored final case
Structured assessment rubric.
Completion evidence
Attendance and proof tracking.
Delivery Formats
Built for How Your Team Learns
Six-Week Live Course
6 × 60 minutes. Best for cohort learning with weekly proof and coaching.
Half-Day Intensive
3–4 hours covering core concepts and selected worksheets.
Full-Day Workshop
5–6 hours completing most worksheets with roleplay and case practice.
Manager Coaching Track
Weekly 30–45 minutes using workbook proof, scripts, and case review.
Who It's For
Built for Distribution at Scale
MGAs & Insurers
Activate advisors, improve quote quality, and create measurable, documented field execution across your distribution.
Agencies & Brokerages
Give your team a common language, a shared standard, and certification evidence that onboarding and coaching actually worked.
Advisors & Producers
Earn a credential that proves you can lead disciplined benefits conversations from discovery to renewal.
What's Included
A Complete, Deployable Program
Learner Materials
- Buying Guide textbook
- Participant workbook
- Knowledge checks
- Field assignments
Facilitator Materials
- Master instructor deck
- Presenter guide & script
- Activity instructions
- Debrief & coaching prompts
Assessment & Evidence
- Final case scoring guide
- Attendance tracking
- Completion certificate
- Manager review tools
Request Details
Bring This Certification to Your Team
Tell us about your organization and advisors. We'll send program details, pricing for your cohort size, and CE accreditation guidance for your jurisdiction — and answer any questions on a short call.
Program Inquiry
Request Certification Details
We'll reply with program details and pricing for your cohort. Prefer to talk? Book a 15-minute call.
A Note on CE and Scope
This program is an educational sales-training and advisor-development course. It is not a carrier contract, product certificate, tax opinion, legal opinion, underwriting manual, or compliance substitute. CE credit eligibility and applicability depend on the relevant provincial council or accrediting body, and advisors must follow all applicable licensing, privacy, market conduct, carrier, MGA, and program requirements.