NAILBA Introduces Case Manager Certification

The organization debuted the NAILBA Certified Case Manager (NCCM) designation program on the first day of its annual meeting. 

FOR IMMEDIATE RELEASE—(Fairfax, VA)—[11/24/2020]—The National Association of Independent Life Brokerage Agencies (NAILBA) announced a groundbreaking new certification program for life insurance case managers.

NCCMThe first of its kind, NAILBA's web-based program was built to enhance an increasingly automated and more complex business function. Client applications have begun to require more involvement from case managers in recent years, and the current pandemic environment makes the case manager's role even more critical.

The certification (which, when completed, will entitle certificants to NAILBA’s NCCM designation) is comprised of eight instruction modules on key case management topics. Each section may be completed independently of the others and culminates with a mastery quiz. There is a 175-question final exam for those pursuing the NCCM designation.

NAILBA Certified Case Manager Instruction Modules:

  1. Life Insurance Overview
  2. The Underwriting Process
  3. The Role of the Brokerage General Agency (BGA)
  4. Types of Case Submissions
  5. The Case Manager Role
  6. Case Management Requirements
  7. Working with Advisors & Insurance Professionals
  8. Regulatory Considerations

“There is a lost opportunity cost when firms have to train case managers on their own,” said NAILBA Board member and President of Brokers Clearing House, Debbie Hannam. “I am so excited about the opportunities this 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 curriculum, and they could not believe the information that was in there. The whole program is enlightening.”

Victoria Van Dusen-Roos, NAILBA Board member and Principal & COO at Diversified Brokerage Services, echoed Hannam’s enthusiasm: "It is wonderful we now have a robust training platform, whether you are hiring a new or advanced case manager,” she said. “As an agency principal, we can now level set everyone's knowledge on the fundamental skills and responsibilities you expect in case management."

Learn more about NAILBA’s case manager certification at

Video Announcement.