Page 17 - The Manager's Guide to the New Agent Learning Path

Day 31-60

A-MAX's goal is for all Sales Trainees to receive their license within their first 30-

days of hire. Your agent should have their license by day 31 and should be part of
the office's work schedule. Schedule routine coaching sessions with your new hire.

Work with OM or assigned employee on:
Carrier training

Late fees/due dates/expiration dates/ grace periods
Payment types and how to post

Make sure they complete all required training
A-MAX University

Login to AMU 3-5 times a week to complete reinforcement questions
Refresher classes on anything the agent is struggling with from week 4

Courses to take: Renters, motorcycle, homeowners
Carriers and underwriting, Top three carriers, Surety bond, Bridging ITC-

InsurancePro. Marketing, Cross-selling
OM/DSM

Work on skills or learnings the agent is struggling with
Discuss office and agent goals

QCA review by DSM every time they are pulled by DSM

Weekly Underwriting score review by DSM
Week 6: soft check-in on areas requiring more trainings identified in week

four.
Week 8: formal check-in on areas requiring more trainings identified in

week four.
End of month: HROP check-in call with agent

Within month: RSM check-in (must be done by week 9)