Page 15 - The Manager's Guide to the New Agent Learning Path

Week

Four

Day 1

Complete role play scenarios with OM or other designated
employee.

Begin to complete guided sales, if licensed.
If unlicensed, agents take online LL self study
Compete any unfinished courses in A-MAX University.

Begin any additional carrier courses.

Day 2
Virtual graduation session (everyone who has passed the

Limited Lines exam within 30 days can attend and be
recognized.)

Continue to complete guided sales

Day 3 & 4

Complete unfinished AMU course
Continue to complete guided sales

Day 5

DSM meets with licensed agent to gather feedback on their
first 30-day experience.

DSM & licensed agent identifies weak points and
creates a learning plan for their next steps.
30 Day Survey from HR