Tropolis University

Where Professional Growth Meets Industry Excellence

Tropolis University is our internal learning and development platform, built to ensure every team member—whether in sales, service, or support—is equipped with the tools, training, and industry knowledge needed to represent our clients and carrier partners with skill and professionalism.

Our structured curriculum helps establish and sustain best-in-class performance standards across personal and commercial lines, while addressing the evolving regulatory, risk, and underwriting environment.

Focused Training for Sales Teams

Insurance Sales Foundations & Advanced Selling Techniques
Pipeline Building, Lead Conversion, and Retention Strategy
Industry Trends and Consultative Selling in Niche Markets
Best Practices to Reduce Risk for Commercial & Personal Lines Clients
Sales Accountability and Performance Coaching
Training in Tropolis Lead Nexus and HubSpot CRM
Annual Offsite Sales Training – Paid by Tropolis

Focused Training for Service Teams

Coverage Mastery Across Personal and Commercial Lines
Carrier-Specific Underwriting Guidelines & Appetite Alignment
Client Service Standards and Communication Protocols
Renewal Management, Upselling, and Cross-Selling
Workflow Optimization & Technology Tools (Applied Epic, etc.)
Reducing Client Risk Through Proactive Engagement
Compliance, Documentation, and E&O Prevention

Focused Training for Every Team

Service
Teams

Insurance Sales Foundations & Advanced Selling Techniques

Pipeline Building, Lead Conversion, and Retention Strategy

Industry Trends and Consultative Selling in Niche Markets

Best Practices to Reduce Risk for Commercial & Personal Lines Clients

Sales Accountability and Performance Coaching

Training in Tropolis Lead Nexus and HubSpot CRM

Annual Offsite Sales Training – Paid by Tropolis

Sales
Teams

Coverage Mastery Across Personal and Commercial Lines

Carrier-Specific Underwriting Guidelines & Appetite Alignment

Client Service Standards and Communication Protocols

Renewal Management, Upselling, and Cross-Selling

Workflow Optimization & Technology Tools (Applied Epic, etc.)

Reducing Client Risk Through Proactive Engagement

Compliance, Documentation, and E&O Prevention

Operations
Teams

Training on Changing Risk & Regulatory Environment

Internal Compliance Oversight and CE Tracking

Cybersecurity, Data Protection & Privacy Best Practices

DEI, Ethics, and Professional Conduct Standards

Structured Onboarding for New Hires

Learning Pathways for Career Growth

Why It Matters

Tropolis University strengthens our relationships with carrier partners by ensuring that our staff:

Understand carrier appetites and underwriting priorities

Stay current on industry changes, compliance, and emerging risks

Are trained to reduce avoidable losses and improve book quality

Operate as professional, trusted advisors to our shared clients