Instant Training Plans!
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Do you have an Intern joining your agency this summer?
Are you hiring new-to-insurance talent?
Our members have shared their best practices. This is how they maximize their budget and build a flexible and proven training plan.
We have instant training solutions for easy access. Let us help you create a training plan that fits your budget:
Intern Plan
- Introduction to Insurance
- 7 Courses = 3.5 hours of training for $80
- Business Communication Fundamentals
- 5 Courses = 2.5 hours of training for $80
Tip: Schedule two to three courses a week and create a conversation around the content. Assign the intern recap questions to bring back to the content to their role.
Commercial Insurance New Hire Plan
- Commercial Lines Coverage Basics
- 30 Courses = 15 hours of training for $275
- Business Communication Fundamentals
- 5 Courses = 2.5 hours of training for $80
- Client Management Essentials
- 6 Courses = 3 hours of training for $80
Tip: Schedule three courses a week by coverage line. Select an inhouse client account and assign a review with questions for the new hire. Discuss together.
Personal Insurance New Hire Plan
- Personal Lines Coverage Basics
- 21 Courses = 10 hours of training for $175
- Business Communication Fundamentals
- 5 Courses = 2.5 hours of training for $80
- Client Management Essentials
- 6 Courses = 3 hours of training for $80
Tip: Scheduled three courses a week along with review of personal products offered at your firm. Recommend that the new hire take notes and share them with you. Start the new hire inputting new business applications or reviewing upcoming renewals. Empower them to identify 3-5 questions they have about each account.
