Case Study: Yates Insurance Agency achieves near-elimination of last‑minute client training and scalable onboarding with TalentLMS

Yate Insurance Agency all but eliminated last-minute client training

Yates Insurance Agency, a 115-person independent agency founded in 1946 that serves clients nationwide, faced a costly training bottleneck: decades of one-on-one onboarding and biweekly client sessions meant 25–40 hours of repetitive classroom training per hire, and a planned CRM replacement would require company-wide retraining. The IT & Training team needed a scalable, automated solution that would cut time without sacrificing quality.

They adopted TalentLMS and built "Yates University" to deliver standardized foundation training for every position, supplementing with instructor-led sessions for advanced topics. The move all but eliminated last-minute client trainings, saved the team significant time, produced more professional and consistent courses with video and graphics, and made it easy to add modules for ongoing learning and advanced employees.

Yates Insurance Agency

Kevin Phillips

Chief Information Officer