Ed Rep Toolkit

If you are an International Ed Rep, please contact our International Consultants to organize an information session for your company.

Want to host a U.S. or Canada event to raise awareness of LOMA’s professional development courses? Follow these steps:

1. Consult Your Member Solutions Director
   Start by discussing your event plans with your Member Solutions Director to ensure alignment and support.
   
   
2. Select a Date
   Choose a date that works best for your target audience and ensure it doesn’t clash with other major events.
   
   
3. Send Invitations (2 Weeks Before)
   Two weeks before the event, send out invitations to your professionals. Email templates are linked in the accordians below to make this step quick and easy.
   
   
4. Promote Internally
   Share the event details on your internal social media channels and intranet page. Utilize our provided banners (available in three sizes) and social media templates linked in the accordians below to create buzz.
   
   
5. Send a Reminder (1-2 Days Before)
   Send a reminder email a day or two before the event to ensure your professionals don’t miss it.

Use these ready-made banners in three popular sizes for emails and intranet pages: 

• 600px x 115px
• 1280px x 720px
• 1920px x 1080px
  
  

Suggested Text - In-Person Education Fair Invites and Social Media Posts
Copy the provided invitations for email invites and social media posts.

Break & Educate
Learn more about our virtual Break & Educate sessions.

Use these ready-made banners in three popular sizes for emails and intranet pages:

• 600px x 115px
• 1280px x 720px
• 1920px x 1080px
  
  

Suggested Text - Virtual Break & Educate Invites and Social Media Posts
Copy the provided invitations for email invites and social media posts.

Suggested Text - In-Person and Virtual Manager/Leadership Meeting Invites
Host an informational session to help leaders understand the benefits of your LIMRA and LOMA memberships. Use the invitation template linked above to get started.

 

Distinguish Yourself in Your Career - International
International version of the professional development flyer

Empower Your Team Through Industry Knowledge
Learning opportunity matrix

Designation Paths and Course Matrix
Course progress and credit matrix

 

 

 

Advance Your Knowledge Webinars
Help learners keep their momentum as they pursue professional development with LOMA. Our Advance Your Knowledge (AYK) webinar series highlights opportunities available to your employees. We cover how to get started with LOMA, new courses, designation programs, study tips, and more. Register for new webinars or watch on-demand recordings.

Course Catalog
Whether you are looking for self-paced or facilitated learning, the knowledge learners gain from LOMA courses can help advance a career. Search the electronic course catalog for additional course information. 

Ed Rep Glossary
Easily access our Ed Rep Glossary to understand LOMA acronyms and terminology. 

Training Sessions
New to the Ed Rep function? Contact us to request a free training session about essential Ed Rep functions from one of our dedicated Business Agents or International Coordinators. Email education@loma.org.

LMS and Proctor Tutorials
Check out our tutorials page for additional training on how to enroll learners, access the Learning Managment System, and use Ed Rep tools. View Ed Rep and Proctor tutorials. 

 

 

Managing Professional Development
Manage accounts, and enroll for and access courses.

LMS and Proctor Tutorials
Find tips to help with Ed Rep success.

I*STAR (Proctored) Exam System Information
Get important info about the I*STAR exam delivery system.

Learning Management System
Access the log in page for LOMA's LMS.

Ed Rep Tools
A utility for accessing reports and doing batch enrollments

2026 Course Fees - U.S. and Canada
Find current pricing for available courses. For International course fees, contact Intl@loma.org.

Ed Rep Guidebook
Valuable information to assist in carrying out Ed Rep responsibilities

Professional Development Policies
Get to know LOMA's education policies and procedures.

Forms
Download forms for Ed Reps and Learners.

 

Ed Rep Survey Results
See what Ed Reps have to say regarding industry education.

Important Updates
Find summaries of recent Ed Rep communications.

 

Course Catalog
Search for courses and filter by format, language, and duration.

Designation Study Materials Roadmap
A table that shows the exam and study materials formats for English-language courses

Fellowship Designee Celebration
Visit this page to see how we recognize new Fellow level designees.

Fellowship Recognition Toolkit
Explore this toolkit to access resources that celebrate and promote your learners' achievements.

Congratulations, New Designees!

Chinese Fellowship Recognition Toolkit
新会员表扬模板和电子邮件示例

恭贺您，新的专业资格认证获得者！

Join the Fellowship
Hear from industry leaders about how the FLMI impacted their careers.

Suggested Text - From Leader to Learner
Copy the provided emails and social media posts to share with learners.

Accelerate Impact Suite
Accelerate success with essential information about insurance products and operations (Not all courses available internationally).

Talent Mobility Suite
Review LOMA's professional designations programs available.

Strategic Leadership Experience
Learn more about LOMA's executive development program in partnership with Wharton Executive Education.