Page 14 - The Manager's Guide to the New Agent Learning Path
P. 14
Week
Three
Day 1
Complete the Insurance Pro and TurboRater training in AMU.
Payments observations
Study for Limited Lines exam (if not passed) using resources in
AMU.
Day 2
9:15-12:00 Quality Call Analysis training class
1:00-5:00 Underwriting Workshop
Day 3
Complete AMU General Carrier Activities and QCA course. Only
offered to licensed agents. Unlicensed will attend after
licensed.
In office guided sales
Day 4
9:00-5:00 Successful Selling training class: offered to licensed
agents. Sales Trainees will attend after they obtain their
license.
End of Day Check In with DSM/OM
Day 5
Complete unfinished AMU courses
1:00-4:00 Freshworks Training for licensed agents only.
If unlicensed, agents take online LL study session and chat
with facilitator for a Q&A session.
Take payments, if licensed.
End of Week check in with DSM/OM (provide next steps and set
action items for upcoming week)
