Teaching brokers to sell a new kind of health benefit without a rep on the call.
An insurtech company came to Graphic Dojo with a problem: every new broker needed a live onboarding call. We turned ten 20-slide sales training decks into a 6-part video curriculum, wrote every script, and built the path from "what is ICHRA?" to a live client implementation.
Brokers wanted to sell it. They couldn’t explain it yet.
The company grows when brokers bring ICHRA to their employer clients. But the only training material was ten 20-slide sales decks, about 200 slides built for internal reps, not brokers. Every new broker needed a live walkthrough of the model, the platform and the sales process, and those calls didn’t scale.
Turn the onboarding call into a curriculum.
We started with those 200 slides and rebuilt them around how a broker actually learns and sells. Six lessons build on each other: the program, the basics, the platform, spotting the right client, designing the solution and implementation. Every script is written in plain, broker-friendly language, so each lesson ends with something a broker can say to a client that day. Design, motion and edit followed, and all six were approved in a single sprint.
The final lesson
more broker-referred deals once brokers could train themselves, with no live onboarding calls needed.
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