The Call-Center and BPO Industry

  • Are you struggling with high employee turnover rates in your call center?

  • Inefficient processes costing you time and resources?

  • Is limited customer satisfaction impacting your bottom line?


At Insignia Training Partners, we offer tailored performance-based learning solutions to help you overcome these challenges and excel in the competitive Call Center and BPO industry.

Our experienced trainers have an in-depth understanding of the unique demands of call centers and BPO operations, and we work closely with your team to identify areas of improvement and implement strategies that drive measurable results. From enhancing customer service skills to streamlining your operational processes, we have the expertise and tools to help you succeed.

We know that every business has unique needs, which is why we take the time to listen carefully to your specific pain points and tailor our solutions accordingly.

Our training programs cover various aspects of call center and BPO operations:

  • Agent Onboarding and Skills Development
  • Quality Assurance and Compliance
  • Process Improvement and Standard Operating Procedures
  • Team Management and Leadership Development

Some of the services that Insignia provides for the Call Center and BPO industry include:

  • Virtual Meeting & Training Production: Delivering interactive and engaging virtual training sessions to improve agent performance and satisfaction.
  • Virtual & In-Person Facilitators & Trainers: Providing expert trainers to guide your team through customized learning experiences.
  • Instructional Design: Crafting tailored training materials and programs to address your organization’s specific needs.
  • Learning Strategy: Developing a comprehensive learning strategy to align with your business objectives and drive continuous improvement.
  • Learning Project Management: Ensuring smooth execution and delivery of your learning initiatives.
  • LMS Support, Implementation, Administration: Offering end-to-end support for your Learning Management System, from implementation to ongoing administration.
  • Voice-Over Acting: Producing professional voice-over content to enhance your training materials and e-learning courses.
  • Leadership Development: Identifying and nurturing potential leaders within your organization, preparing them for increased responsibilities and managerial roles.
  • Talent Acquisition: Helping you find the right talent for your call center and BPO operations to ensure long-term success.

If you’re tired of struggling to achieve success in the Call Center and BPO industry, contact Insignia Training Partners today or scroll down to learn more about how we can help you overcome your pain points and achieve your business goals.


Focus on your firm’s success.

Schedule a no-cost discovery meeting that works with your busy schedule.

You have questions; we have answers.

Do you offer CPE?

Our courses are tailored to fulfill the prerequisites for earning Continuing Professional Education (CPE) credits. While we do not provide credits directly, you can rely on us as a comprehensive resource for meeting certification needs to upgrade your professional qualifications.

Do you offer online solutions?

Yes. We are capable of developing innovative and effective online solutions for a variety of needs and applications.

What size firms can you work with?

Our services cater to both 1-man bands and global tax and accountancy firms, making us the right choice for everyone in-between. We have extensive experience partnering with top international firms while still being accessible to small business owners.

Can you create a custom solution for any tax/accounting topic?

Yes, our skilled facilitators can deliver content you already have in-house.

Can you deliver material we already have?

Yes, we offer both out-of-the-box courses that can be delivered as is or customized solutions that are tailored to you and your company’s specific needs.

Do you offer any customized solutions?

We can take a more traditional instructor lead classroom training approach, or we can develop your content to be delivered virtually or self-paced e-Learning courses that can be loaded and delivered electronically through your LMS. Regardless, we’ll also develop companion materials for whatever mode of communication you choose. Job aids, participant and facilitator guides, PowerPoint presentations, and much more can also be included.

What kind of materials will be used in the training courses?


How much does it cost?

Pricing will vary based on the project, the project’s complexity, the required experience, or familiarity with the subject matter with the chosen resources for your project. While the price may vary, the quality of performance by Insignia resources can be relied on to be of the highest quality, regardless of price point.

Are you looking for comprehensive and customized learning solutions to help your organization reach its highest potential?

Insignia Training Partners offers a team of experts who are dedicated to analyzing your current skillset, knowledge, and specializations across multiple departments.

We create tailored, streamlined learning systems and processes that meet the unique requirements of your business.

Get in touch with us today to discover how our learning solutions can help you reach new heights!

Our solutions are tailored specifically to the unique needs of the Call-Center and BPO Industry

Virtual Meeting & Training Production Support

Accounting is a critical and complex area that requires continued education and training to stay ahead of the curve. In-person training sessions have been a tried and true method for accounting professionals looking to acquire new knowledge and skills. However, with the recent shift to virtual training, many professionals have found it challenging to engage with the material and get the most out of their learning experiences.

At Insignia, we understand that the key to effective training is engagement. That is why we have developed a solution that ensures participants are engaged, learning, and retaining knowledge. Our training focuses on meeting participants where they are, with relevant and valuable material, ensuring they are equipped to excel in their accounting careers.

The Importance of Virtual Training:

Virtual training has quickly become the norm in today’s ever-changing world. However, it is not just here to stay due to the global pandemic, but it also offers numerous advantages over traditional in-person training. The flexibility and convenience that virtual training provides have been lauded by accounting professionals as a boon to their busy schedules.

Virtual training offers the following unique advantages:

Flexibility: Virtual training can be done from anywhere in the world, as long as there is internet availability. This means that accounting professionals who work remotely or frequently travel can access top-quality training from the comfort of their homes or hotels.

Cost-effective: Traditional in-person training can be costly when considering travel, accommodation, and meal expenses. Virtual training eliminates these costs and offers an affordable alternative that is accessible to all.

Engagement: Virtual training can be designed with various interactive tools, such as gamification, live polling, and breakout sessions. These tools ensure that participants are engaged, that their learning is retained, and build a community of participants with different backgrounds.

Designing Virtual Training for Accounting Professionals

Designing effective training for accounting professionals requires more than just transferring in-person training online; it requires a comprehensive approach that accounts for the unique requirements of virtual training. At our training and production support firm, we have developed a framework that incorporates the following elements:

Analyze: Understanding the accounting industry’s current environment is essential in designing an effective training program. Our team of experts analyzes the current trends, challenges, and best practices in the accounting field to ensure that our programs are relevant and in line with industry standards.

Evaluate: Evaluating participant needs and experience with virtual training helps guide the design process. We conduct surveys and focus groups to obtain feedback and recommendations from past participants to ensure we understand their specific needs and structure our program accordingly.

Personalize: Personalizing the training program to meet the needs of each participant is vital to ensure that they are engaged and retain information. We use various methods such as assessments, office hours, and interactive activities to help participants see the relevance of the material to their career.

Deliver: Delivering virtual training requires a certain level of technical expertise and experience on the part of the facilitator. We ensure that our facilitators have experience utilizing virtual platforms such as Zoom or Teams, possess excellent communication skills, and can keep participants engaged throughout the session.

We develop and tailor our training programs to ensure that they meet the highest standards of excellence, relevance, and engagement, making sure participants retain and utilize their new wealth of accounting knowledge.

Benefits of Engaging a Professional Production Support Company

A well-designed virtual training program paired with state-of-the-art production support is a winning combination for accounting professionals. Hiring a professional production support company can help bridge the gap left by participants’ lack of technical experience or confidence, ensuring their focus remains on the content.

Our production support team takes the following critical areas into consideration:

Technical Expertise: Our team of technical experts is equipped to handle the day-to-day technicalities of running virtual training sessions. From running tech checks to managing breakout rooms, we can facilitate a seamless virtual training experience for you and your participants.

Participant Management: Managing participant needs and ensuring they are engaged is key to a successful training program. Our team is experienced in managing participant needs, such as troubleshooting technical issues, facilitating questions and polls, and keeping participants engaged using interactive tools.

Reporting and Analytics: Tracking participant progress is critical to understanding the training’s effectiveness and necessary changes. Our production support team tracks attendance, poll results, slide times, and other critical metrics to provide feedback to our facilitators and participants.

Effective virtual training for accounting professionals requires a partnership between a well-designed training program and excellent production support. With our comprehensive approach, participants can enjoy personalized and relevant content presented by professional facilitators backed up by our experienced production support team. Our focus on engagement ensures that participants walk away from each training session with new skills, knowledge, and practical insights they can apply to their accounting work.

Contact us today to learn how our training and production support company can meet your virtual training needs in the accounting field.

Virtual and In-person Facilitators & Trainers

Keeping up with the ever-changing trends in the accounting industry requires regular training and development. However, smaller firms often lack the resources to provide adequate training to their employees, which can be detrimental to their success in the long run.

At Insignia, we understand these challenges and have developed a solution to help businesses of all sizes. We offer professional facilitators for in-person or virtual training in the accounting industry. Whether you need to train on accounting topics, HR, leadership, or any other subject matter, our experienced facilitators have the expertise and knowledge to deliver engaging and effective training to your employees.

The Benefits of Professional Facilitators

Many businesses struggle with the fact that they do not have the in-house resources to deliver training courses effectively. While they may have the content, they do not have the skilled personnel with the necessary subject matter expertise to teach it. This is where our professional facilitators come in.

Partnering with our training and development company provides you with the following benefits:

Saves Time and Resources: Hiring a professional facilitator means that you do not have to take employees away from billable work to teach courses. This saves time and resources, allowing you to focus on running your business.

Industry-Specific Expertise: Our facilitators are experts in their field and have the necessary subject matter expertise to teach courses in the accounting industry. This ensures your employees receive accurate information and training that is tailored to your industry’s specific needs.

Engaging Delivery: Effective training requires engaging facilitation. Our professional facilitators use various interactive tools to keep the participants engaged and ensure they retain the information presented.

Flexibility: Our facilitators can deliver training in-person or virtually, providing your company with the flexibility to choose the most suitable option. This ensures you can deliver training in a manner that is convenient for your employees.

Effective Training for businesses of all sizes

Our training and development company takes pride in delivering effective training to businesses of all sizes in the accounting industry. We understand that effective training is a critical aspect of ensuring continued success and growth for your business.

We take the following steps to ensure that our training is engaging and effective:

Initial Assessment: We conduct an initial assessment of your business to understand your unique training needs.

Course Tailoring: We tailor our training courses to meet the specific needs of your business and industry, ensuring that the content is relevant and valuable.

Facilitator Match: We match you with a skilled professional facilitator who has the necessary industry-specific expertise to deliver valuable training to your employees.

Delivery: Our facilitators deliver training in an engaging and effective manner, utilizing various interactive tools, such as live polling and breakout sessions to keep the participants engaged.

Effective training is critical for continued success in the accounting industry. However, growing businesses often struggle to provide their employees with the necessary training due to resource constraints. Partnering with our team at Insignia provides a solution to this issue. Contact us today to learn more about how we can support your training needs.

Learning Project Management

As the accounting industry rapidly evolves, continuous learning and development have become essential for individual growth and organizational success. However, managing large-scale learning initiatives or enterprise-level learning strategies can be overwhelming, especially for companies that lack the necessary in-house resources or expertise.

At Insignia, we understand this challenge, which is why we have developed a solution to meet your learning project management needs. Our team of experienced learning project managers (LPMs) is equipped to manage large-scale learning initiatives with 100s or 1000s of employees or participants. With our LPMs on board, you can rest assured that your learning project is in good hands and every aspect of it will be efficiently managed.

The Importance of Learning Project Managers

Effective learning project management is essential to ensure that your project stays on track, is delivered on time, and is cost-effective.

Our LPMs add value to your project in several key areas:

Progress Tracking: Our LPMs keep track of the progress on your learning project, ensuring that each part and contributor is on task, and the larger initiative is moving forward.

Expertise and Resources: We provide the necessary expertise and resources for large-scale learning initiatives, enabling you to focus on your core business operations.

Communication: Our LPMs facilitate communication between all members involved in the project to ensure everyone is on the same page and that the project is progressing according to plan.

Problem-Solving and Risk Mitigation: Our LPMs are equipped to manage risks and anticipate potential problems, streamlining the project management process and avoiding costly delays.

The Insignia Difference

At Insignia, we pride ourselves on delivering top-quality learning project management services to the accounting industry. Our team of experienced LPMs is dedicated to delivering excellence, ensuring that every project is completed on time, within budget, and with measurable results.

Our LPMs take the following steps to ensure your learning project is a success:

Consultation: We conduct an initial consultation to understand the specific needs and goals of your learning project.

Project Plan: Our LPMs develop a project plan that aligns with your business objectives and ensures that all project components are working together.

Team Management: Our LPMs manage the project team, facilitating communication and ensuring everyone is working according to schedule.

Risk Management: We take a proactive approach to risk management, anticipating potential problems and taking steps to mitigate them before they become major issues.

Metrics and Reporting: We track metrics and provide regular reporting, enabling you to monitor progress and ensure that the project meets your business objectives.

Large-scale learning initiatives or enterprise-level learning strategies require effective project management to succeed. At Insignia, we offer learning project management services specifically designed for the accounting industry, ensuring that your learning project is managed effectively and efficiently. With our experienced LPMs on board, your project will stay on track, meet your business objectives, and deliver measurable results. Contact us today to learn more about how our LPM services can meet your learning project management needs.

LMS Support, Implementation, Administration

Managing learning initiatives with hundreds or thousands of employees or participants can be time-consuming and challenging. For most companies, these large-scale projects require an additional resource to ensure that the initiative remains on track and in order. This is where Insignia’s Learning Project Management services come in.

At Insignia, we provide experienced project managers to bridge the gap between tracking the larger initiative and individual parts and contributors. Our project managers provide expertise to help guide through complex L&D projects from selection to implementation and post-completion support. We are often called on when companies need assistance with selecting a Learning Management System (LMS) for their organization – one that best fits their needs “out of the box” – as well as integrating this new system with legacy systems.

Our expert team provides a full suite of services to get your project up and running quickly, including providing market research, helping you select the right LMS platform, setting up a scalable vendor management process, coordinating data transfer across systems, etc. Once implemented and running, our project managers can be utilized on an ongoing basis if needed.

The end result? What was once a time-consuming task requiring specialized knowledge is now streamlined due to our experience at Insignia in navigating & managing projects such as these. With our help, your company will have a comprehensive understanding of how best to handle all its learning initiatives while taking into account the resources available & desired outcomes.

Instructional Design

Are you looking for a reliable and experienced partner to help you develop effective training courses in the Accounting industry? If so, then Insignia is your ideal choice.

Customized Training

At Insignia, we are experts in Instructional Design (ID). We understand that designing effective instructional courses requires more than just knowledge of the subject matter. Our ID professionals understand how to leverage adult learning theory, learning styles, as well as current L&D methodologies and techniques to create customized training that has a lasting impact on learners.

Our team has experience with all kinds of course delivery, including virtual classes, e-learning modules, PowerPoint presentations and more. We understand the importance of creating assets tailored for each learner’s needs such as job aids and participant guides. Whether it’s an accounting-specific course or any other type of training program, our team can adapt their delivery methods to meet the unique needs of your organization.

We also recognize that creating a successful training program involves more than simply condensing existing materials into a digestible format – telling ain’t training! That’s why we start by analyzing existing content and determining the best way to deliver it. Then we build off that initial framework to include interactive elements such as videos or multimedia components depending on your objectives.

Modernizing classroom-based materials for distance learning environments

The events of 2020 have only made this task more challenging – but with Insignia’s support, it doesn’t have to be overwhelming. Our team has expertise in modernizing previous classroom-based materials for distance learning environments. No matter what changes come down the line, we can work with you to ensure your organization reaches its goals efficiently and effectively through quality pre-recorded lectures and virtual meetings.

To put it simply: At Insignia, we are committed to providing our clients with excellent instructional design services tailored to their individual needs. Whether they need help developing content from scratch or updating existing materials for online delivery – whatever your accounting training goals might be – we are here to help you achieve them!

Voice-over talent/acting

Are you an accounting firm looking for a reliable and engaging solution to your e-learning needs? If so, Insignia is here to help! We understand that producing high-quality audible instruction for e-learning courses can be incredibly time-consuming and costly. Thankfully, our team of experienced voice-over actors can provide the perfect audio accompaniment to any course material.

At Insignia, we work with accounting firms of all sizes to create unique and quality voiceovers tailored to fit the exact specifications of our clients. Our team is made up of professionals delivering superior sound quality with impeccable pronunciation and flawless pacing. When you partner with us, you’ll have access to seasoned experts in their respective fields who have the expertise and tools needed to create the perfect audio accompaniment for your e-learning material.

Multiple styles 

Whether you need a documentary-style narration or character voices for interactive content, our team will deliver exactly what you need on time and within budget. With every project, we strive for perfection and provide professional recording services in fully/partly equipped studios using quality microphones—providing the highest level atmosphere possible for accurate vocal precision.

Once we’ve completed your project, it will be delivered as a digital file ready for easy incorporation into any e-learning platform—eliminating the need for post-production editing or fine-tuning by third parties. As well as being able to clearly convey information quickly and effectively through audio, our VO talent can also portray emotions like sympathy, humor, or introspection if required depending on the script they are reading from — adding another layer of engagement while making sure your message is heard by all learners.

Insignia is proud to have worked with some large names in accounting, delivering just what they needed within their given timeline each time! With decades worth of experience under our belt coupled with an exceptional understanding of e-learning sound design fundamentals—we know what it takes to make sure your learning material hits a home run.

Leadership Development

Are you looking for professional leadership development training for your accounting firm? If so, then Insignia is the right choice for you. We offer a comprehensive range of leadership development services that can be tailored to fit the size and needs of any business.

Identify areas of growth

Our team of experienced professionals will work with you to assess your current level of leadership, identify potential areas of growth, and develop courses and structures that will help you achieve your desired outcomes. We focus on creating a personalized approach to leadership development that takes into account individual objectives, experiences, and strengths. By doing this, we are able to ensure that our clients have access to the best possible program for their organization and team members.

At Insignia, we understand that every company and industry faces unique challenges when it comes to developing successful leaders. That’s why we go beyond cookie-cutter solutions and create custom programs specifically designed for each business’s unique environment. Our courses are tailored towards setting both long-term goals as well as providing immediate feedback, which helps leaders succeed both in the short term as well as down the road.

One-on-one support

In addition to designing programs specific to each business’s needs, our coaches are experienced leadership experts who provide ongoing mentorship and advice throughout the entire process. This one-on-one support helps ensure that each leader has all of the tools they need to succeed, whether it be tactical guidance or broader strategic advice.

Insignia also offers customizable tools such as assessment tests and questionnaires specifically designed to measure a participant’s progress throughout their program. These analysis tools allow participants to clearly chart their improvement over time while providing valuable insights into areas where they could use further development or coaching assistance. In addition, our tools work in conjunction with software such as Salesforce or Microsoft Office Suite if desired, allowing teams to track productivity data from within their respective platforms.

At Insignia, we believe that effective Leadership Development should not just be about delivering content – it should be about guiding individuals every step along the way until they reach their professional goals regardless of size or industry of origin. Whether you’re just getting started or ready to try something new – contact us today and let us help create the perfect leadership development program for your accounting firm!

Learning Strategy

Are you looking for an all-encompassing learning strategy to ensure all your employees are performing at the highest level of proficiency? If so, Insignia is here to provide you with a comprehensive solution.

At Insignia, we recognize the challenges that enterprise accounting firms often face in terms of developing and maintaining an effective learning plan. Executives, CEOs, CLOs, Directors of HR, or SMB owners typically have limited time available to understand individual job roles and develop a comprehensive training program. This is why we offer Learning Strategy services tailored to the specific needs of enterprise firms.

All-encompassing learning strategy

We will start by getting to know your organization: its departments and divisions, the roles each staff member occupies, and any specializations that require specialized knowledge for each. This way, we can gain insight into your particular requirements and objectives before developing a plan that answers them in full. With this information gathered from our initial meetings with you, we will begin designing an all-encompassing learning strategy that captures aspects such as onboarding sessions for new hires, specific skill sets for job roles, specialized knowledge for certain business units or general topics that span across all areas of operations- enabling maximum understanding by both managers and employees across multiple divisions.

Access to the right materials

Our Learning Strategy incorporates a system that allows us to develop engaging training courses based on what material needs to be covered within predetermined timelines; this includes courses on everything from organizational goals & values to customer service principles & best practices as well as compliance standards & industry regulations. In addition, our team can provide course customization options tailored according to individual requirements within specified roles or departments, thus ensuring everyone has access to the right materials at the right time which meets their respective job description expectations.

At Insignia, we build relationships, strive for your success, and streamline your organization’s learning strategy process. Contact us today to learn how.