Most recorded training cannot be found at the point of need. In insurance, where agents are expected to deliver consistent, compliant guidance in every customer interaction, that gap has a direct compliance and revenue cost.
New research from Training magazine and Panopto, based on a survey of 428 L&D professionals, found that 68% of recorded video training isn’t searchable. When agents can’t locate the approved, current guidance at the moment of need, errors surface in QA reviews and audit trails become difficult to reconstruct.
This guide shows you three things you can do this week to start closing that gap across your agent population.
Inside, you will find:
How to audit your most recent policy update
Ask how your last major policy or product change reached your agents and whether they can find the current approved version today. This guide shows you how to confirm ownership and consolidate, starting with one update.
How to map where agents go for approved guidance
Choose your most frequently referenced compliance or product topics and ask where agents actually go when they need the approved answer in the moment. If the answer varies by region or role, this guide shows you how to fix it, starting with one topic.
How to test your compliance trail before your next audit
Three questions that tell you whether your version control is audit-ready and a concrete first step if it isn’t.