Insurance Training Professional Application

Notice about Confidentiality
Information that the applicant provides to the Society of Insurance Trainers and Educators (SITE) in this application will be considered confidential to the extent that it is conspicuously designated as such or identified at the time of disclosure as being of a confidential or proprietary nature.
It will not include information that is generally known or available, is already known to SITE before the applicant provided it, is given to SITE by a third party as a matter of right and without restricting its disclosure, independently developed by SITE, the subject of the applicant’s earlier written permission to disclose, in response to a valid court order or other governmental body of the U.S. or any political subdivision thereof or is otherwise required by law, or is necessary to establish the rights or enforce the obligations of this paragraph.
SITE agrees to limit its use of applicant’s confidential information to determine the applicant’s qualification for designation as an Insurance Training Professional (ITP).
SITE will refrain from disclosing applicant’s confidential information for any other purpose without the express written permission of the applicant.
In the event the applicant is awarded the ITP designation, the applicant gives permission to SITE, its representatives, and its duly authorized third parties to share and publicize applicant’s name, likeness, contact information, affiliation with an employer or business, and other professional designations.

Section I: ITP Applicant Information 

Section II: SITE Member Status

Section III: Insurance Industry Knowledge Requirement 

Section IV: Training & Education Experience

Training/Education Expertise Requirement Information

Although we recommend that the ITP applicant complete SITE's comprehensive Train the Trainer program, SITE will accept proof of completion of the following programs as fulfillment of the TTT program qualification for the ITP designation:

• ATD ATT (Association for Talent Development, formerly ASTD)
• Langevin Learning Services TTT

SITE is not affiliated with, nor endorses, or promotes these programs. The SITE Board of Directors has approved them as suitable alternative programs to the SITE TTT program because they meet the minimum objectives and structure of SITE's TTT program.

If you wish the Board to consider a program that is not listed, you must submit the program's agenda, course outline, and learning objectives to the Board for consideration at [email protected].  If you wish to apply for the ITP designation on the basis of having completed that program, you must obtain the Board’s approval of the program BEFORE you submit your ITP application. SITE makes no assurance that consideration of a program will lead to approval as an alternate to SITE’s TTT program. SITE may modify this list at any time.

Section V: Professional Training/Education Expertise

Section VI: Length of Time Training/Education Professional

Note: Training/education work experience must be in the areas of instructional design/development, training devliery, or learning technology (or managing a team in those roles) with at least 50% of professional time dedicated to those areas. Experience can be consecutive of collective.

SITE Insurance Training Professional Code of Ethics

To uphold and advance the honor and dignity of the training profession within the insurance industry, and in keeping with high standards of ethical conduct, I pledge that I will:

- Through my professional conduct increase the competence and prestige of the training profession and the industry in which I am employed

- Treat students, co-workers, and customers with respect and dignity at all times regardless of knowledge, skills, or

- Protect the privacy of students, the insuring public, co-workers, and clients unless disclosure serves a compelling

- Strive for excellence in the profession by maintaining and enhancing my own knowledge and skills.

- Endeavor to aid the professional development of others in the profession.

- Maintain the highest degree of integrity in my professional work and avoid conflicts of interest and the appearance

- Comply with intellectual property laws including United States and International Copyright laws.

- Honestly represent my skills, knowledge, and actions in all aspects of my work including but not limited to student

- Act in professional matters as a faithful agent or trustee for my employer and/or clients.

I have read and agree to abide by and conduct myself according to the SITE Insurance Training Professional (ITP) Code of Ethics.

Insurance Training Professional Application Agreement

In applying for the SITE Insurance Training Professional (ITP) designation, I declare that I have met the requirements as outlined in the application.

I agree to allow the Society of Insurance Trainers and Educations (SITE) to use my name and affiliation in publications regarding the SITE Insurance Training Professional (ITP) designation.

I agree that SITE can solely determine that misuse of the designation has or is occurring, and such determination may result in suspension or forfeiture of the designation.

I promise to use the SITE ITP designation only as approved by SITE.

Notice: -- NO EMAIL Confirmation immediately comes from the completion of this form. 

 Thank you for submitting your application to receive the ITP designation! Your application will be submitted to the SITE Board of Directors for review.

Please allow the SITE Board 6-8 weeks after the submission of your application for processing before you are notified of the results. Should we need additional information we will contact your during this time. 

  All materials submitted will NOT be returned and not used for any purpose except showing proof of the applicants professional training and education agility. All materials should be non-proprietary.