EY proves a Holistic Financial Plan is objectively better for consumers. Learn more here!
Join Now
Login

NAILBA Certified Case Manager (NCCM)​

The NAILBA Case Manager Certification Program helps train and develop new case managers on the life insurance case management process while certifying existing case managers on the key skills, responsibilities, and best practices that are essential for their role. The program, which has been designed with a life insurance focus, is comprised of eight online learning modules with mastery quizzes for each module.​

Be an Industry Leader

NAILBA’s Case Manager certification is meeting a need in the financial services industry for consistent training and continuing education for the case management community.

Contact us before you register at learning@finseca.org, to make sure we apply member partner discounts.

Welcome to the Nailba Case Manager certification.

Certification Pricing

$995 – Member
$1,595 – Non-Member

Register an Individual

Register a Group

Welcome back to the Nailba Case Manager Certification! You can continue the program where you left off or sign up for a renewal course.

Login & Resume

NCCMs are required to renew their certification every two years (from the date of passing the final exam). To maintain the certification, NCCMs must complete four (4) continuing education courses designed for advanced case managers. These webinars will be 30-60 minutes in duration and are available on-demand.

Once the ongoing professional development requirement has been completed ($100), the NCCM renewal application fee to maintain the certification is $99. Total investment: $199.

If you’re an individual looking to renew, then enroll here. If you need help pulling up your account information, then email us at learning@finseca.org.

Explore Individual Modules

Life Insurance Overview

  • Part I –The Purpose of Life Insurance
  • Part II – Term Insurance Products, Features, and Benefits
  • Part III – Permanent Insurance Products, Features, and Benefits
  • Part III – Permanent Insurance Products, Features, and Benefits Continued
  • Part IV – Riders, Living Benefits, and Policy Provisions
  • Part V – Life Insurance Analysis, Reviews, and Compensation
Buy Module - $299.00

The Underwriting Process

  • Part I – Underwriting Basics
  • Part I – Underwriting Basics Continued
  • Part II – Risk/Rate Class Overview
  • Part III – Field Underwriting
  • Part III – Field Underwriting Continued 
  • Part IV – Navigating Underwriting Decisions and Reinsurance
Buy Module - $299.00

The Role of the Brokerage General Agency (BGA)

  • The Role of the Brokerage General Agency (BGA)
Buy Module - $99.00

Types of Case Submissions

  • Part I – Preparing the Application
  • Part II – Available Submission Methods
Buy Module - $199.00

The Case Manager Role

  • Part I – Principal Responsibilities and Interactions
  • Part II – Skills, Personality Traits, and Performance Indicators
Buy Module - $199.00
6

Case Management Requirements

  • Part I – Licensing, Contracting, and Commissions
  • Part II – Tracking and Documentation
  • Part III – The Right Practices for Success
Buy Module - $199.00

Working with Advisors and Insurance Professionals

  • Part I – The Role of the Advisor
  • Part II – The Different Business Models
  • Part III – Fostering Advisor Relationships and Service
Buy Module - $199.00

Regulatory Considerations

  • Part I – Insurance Regulators, Licensing and Continuing Education
  • Part II – Regulation 187 Best Interest (BI)
  • Part III – Regulation 60 and Anti-Money Laundering
  • PART IV – General Supervisory Requirements
Buy Module - $199.00

What's Next?

The NAILBA Community is partnering with the Finseca Learning Team to provide you with new professional development designed exclusively for case managers. Topics will include Licensing, Underwriting, and Case Design. Stay tuned for more NAILBA certification!

Learn More
Meet the Education Committee

Testimonials

This certification is so advantageous for all of us in the field. There is a lost opportunity cost when firms have to train case managers on their own. They often must pull away their most senior case managers to train new people and develop case manager who are falling behind. I am so excited about the opportunities this program creates for agencies and carriers across the life insurance industry. Two of my veteran case managers with over 20 years of experience went through this program and they could not believe the information that was in there. It brings to light areas experienced case managers do not often thing about and the fundamentals they often forget about. The whole program is enlightening. 

Debbie Hannam

President and Partner - Brokers Clearing House

Case management is on of the most challenging jobs in an insurance firm. The sheer amount of knowlege is staggering. Between the number of products and carriers, it requires case managers to becomg experts in the entire process, or you risk losing an account or client. It is wonderful we now have a robust training platform, whether oyu are hiring a new or advanced case manager. As an agency principal, we can now level-set everyone’s knowledge on the fundamentals skills and responsibilities you expect in case management. With that fundamental knowledge in place, you can train on your firms’ own specific workflows and processes. This is just a fabulous foundation and a great refresher for your experienced case managers. 

Victoria Van Dusen-Roos

Principal and Chief Operations Officer - Diversified Brokerage Services

This program was designed for boutique life insurance firms as well as larger firms and carriers. When it comes to case manager development, some firms only have 3 or 4 case managers on staff. To train someone new, you have to pull on of your senior case managers away and make them a trainer. That process can last weeks to months depending on skill sets, which creates services and consistency issues boutique firms often struggle with. With COVID, the value of the NAILBA Certification is even further enhanced because it allows you to train virtually with a uniform platform that provides the same education for everyone. The certification sets a new bar that is very high.

Luke Ramsey

President - The ASA Group

Everyone knows the vast amount of information and responsibilities with advisors and clients. This program gives you the tricks of the trade and the value-add case managers need. You gain best practices from different case managers around the country, such as expediting a case, when to ask for an exception and when not to, and how to communicate with advisors and carries in specific scenarios. There are so many best practices showcased for an experiences case manager which creates an industry standard. All of our case managers ad The Milner Group will be going through this curriculum.

Abby Milner-Mann

Vice President of New Business - The Milner Group

The NAILBA Certification covers beyond what a new business manager initially trains on. The courses are tailored to cover all facets of the case management process, including how contracting, licensing, commissions, and regulatory considerations impact the smoothness of a case. Case managers are more than data gatherers and their role goes far beyond handling applications. The integral foundations in the this training will help equip case managers to look beyond the insurance application. They will learn how to better manager relationships in the field and work through IGO/NIGO discrepancies. This program is a game changer. It will help produce successful case outcomes and puts the case manager role on the map. It showcases the unique abilities required to be a dynamic case manager.

Kany McClellan

AVP, Underwriting and New Business Manager - Brokers' Services Marketing Group

This certification enhances a case manager’s workflow-ready skills. From the carrier’s perspective, this results in a better service experience overall. Case managers will gain a stronger understanding of carrier guidelines, which reduces the number of exception requests. They will better understand the requirements up front in the field underwriting process, which leads to a higher percentage of In Good Order submissions and getting cases placed and paid faster. The program further trains on how to submit and effective cover letter and communication tips for interacting with carrier underwriters to build and maintain strong relationships. All of this leads to improved placement rations. Knowledgeable case managers reduce the back-and-forth which reduces costs overall. All carrier new business specialists should be going through this program, as it goes beyond the carrier-specific training they received. The NAILBA Case Manager Certification is a true mark of distinction.

Helena Roberts

Vice President Life Solutions, Underwriting & New Business - Lincoln Financial Group

This program is a savior for BGAs and insurance firms who have case management staffing issues. When you look at the interior of a BGA or insurance firm, sales drives most everything. Most firms are looking to build their infrastructure or improve it. When you don’t have an experience case manager, the sales team or operations team as to train and step into the role. Most of your experienced staff members are not trainers by trade. This program highlights the tailored culture and aspects of BGAs and the broader life insurance world. It teaches and supports a case manager, not just in filling out forms or CRMs, but grooms them to pay attention to the relationship management aspects of a case. Case managers are the utility players who make the revenue flow. This certification gives them a boost of confidence in doing their job. The program supports the BGA, the case management process, and overall efficiencies. It is phenomenal.

Melinda Meyer

President - Aspen Strategies

Having a Case Manager Certification program available to assist in training & development is very beneficial to the Brokerage industry. It also provides and opportunity to test or recap existing case managers core knowledge. The case manager function within an organization is one of the most knowledge packed roles which makes it both challenging and essential. A case manager is often the main point of contact with an advisor and being prepared to quarterback an application for life insurance, start to finish is important to providing a top tier level of service and maintaining that relationship. This course covers all of the fundamentals of case management plus many additional value-add items that case managers can bring to the table and enhance the service experience they provide.

Haley Chaires

Relationship Case Manager, Life - Ash Brokerage

Who is getting certified?

  • AccuQuote
  • AccuServices
  • Advisors Excel
  • Algren Associates
  • American National
  • Ash Brokerage
  • The ASA Group
  • Berson Sokol Agency
  • Bitcoin
  • Borden Hamman Insurance Marketing
  • Brokers Central
  • Brokers Clearing House
  • Brokers’ Service Marketing Group
  • BUA
  • BUI
  • The Cason Group
  • Cincinnati Life Insurance Company
  • Coastal Insurance Consulting
  • Colorado Brokerage Group
  • Collaborative Planning Group
  • CreativeOne
  • Crump
  • Diversified Brokerage Services
  • Dixon Wells
  • Duncan Advisor Resources
  • e4 Insurance Services
  • East & Ocean Producers Group
  • Element Insurance Partners
  • EMG Insurance Brokerage
  • Employee Pooling
  • Empire Insurance Brokerage
  • eNoah
  • Financial Independence Group
  • Finseca
  • First Heartland Capital
  • First Choice Brokerage
  • First Financial Security, Inc.
  • Georgetown Financial Group, Inc.
  • Hallett Financial Group
  • Highland Capital Brokerage
  • Independent Planners Group
  • Innovative Underwriters
  • InsMax Insurance Brokerage
  • Insurance Designers of America
  • The Insurance Partners
  • Insurance Technologies
  • iPipeline
  • Issue Insurance Agency
  • ISTA
  • Johan Inc.
  • John Hancock Insurance
  • KAFL Insurance Resources
  • Kansas City Life Insurance Company
  • KME Insurance Brokerage
  • Larry Gordon Agency
  • Life Brokerage Service Corp
  • Lifely
  • LifePro
  • LifeQuotes
  • Lincoln Financial Group
  • LLIS
  • Magellan
  • Mark Wall & Company
  • MassMutual
  • The Merz Agency
  • Millennium Brokerage Group
  • The Milner Group
  • The National Benefit Corp
  • Northeast Brokerage
  • Optima Financial & Insurance Services
  • owR Opinion
  • The Palmer Agency
  • Partners Advantage
  • Peach Insurance Services
  • Pinney Insurance
  • Premier Marketing
  • ProducersXL
  • Resource Brokerage
  • The Rosenthal Agency, Inc.
  • SBG
  • Securian
  • Southern Insurance Group
  • Taber Brokerage
  • Techficient
  • Total Financial
  • Underwriters Brokerage Service
  • Valmark Financial Group

About

Together, we elevate our profession by serving the needs of our members. We protect dreams and promote financial wellbeing for all. We are the home of the top financial security professionals. Together, we are Finseca.

Mission & Vision 

Leadership

Partner With Us

Advocate

History

Team

Members

Founders

FAQs

Events

Finseca events put insight and intentionality front and center, helping financial security professionals protect and enhance the financial well-being of people, families, and businesses everywhere.
Calendar of Events
Upcoming Conferences
Awards

Insights

As the home of the top financial security professionals, Finseca will elevate the reputation and visibility of the work our members do.
CEO Corner
DOL Insights
All Insights
Latest Announcements

EY Study

Media Mentions

eNewsletters

Press Releases

Resources

Access searchable content in one place! It has never been easier to find what you need to accelerate your business and maximize results. From deeper dives into diverse topics on policy and regulation, to one-pagers and webinars featuring experienced industry leaders, the Finseca Resource Library is your one-stop shop for quick and actionable tools.
Access Resource Library
Best of the Best

Articles 

Courses 

Videos 

Downloads 

Webinars 

Podcasts 

View All 

Communities

Finseca’s Communities are designed to help meet the needs of each unique community within the financial security profession. Our model brings the profession together for issues that impact everyone, while also providing a customized, community-focused structure for discussion and collaboration in a more intimate setting for different areas of the profession.

Not a member? Become one today!