OIA Professional Development Paths

Do you need help developing an education plan that tracks with you or your employee's career path? We've developed a guide specifically designed to help you select programs and courses based on level of experience in the business and nature of the position in the agency.

OIA knows education and training represent a large portion of your agency's expenses, and we want to help you make decisions that result in the best return on your investment.

Sample Paths

Personal Lines CSR Path
(0-4 years experience)

Commercial Lines CSR Path
(0-4 years experience)

Personal Lines Producer Path
(0-4 years experience)

Commercial Lines Producer Path
(0-4 years experience)



Note: Consider supplementing training with ethics, flood, long term care, annuities or coverage courses, depending on what the employee is servicing and/or selling. There are also content-specific licensing compliance requirements set by ODI to keep in mind when planning employee training. If you have questions, we can help! Contact us at (800) 555-1742.