Page 20 - The Manager's Guide to the New Agent Learning Path

Day 91-

one year

Agent
Should be trained on all basic areas
Completes Agent Certificate Program (career paths) - ancillary products,
optional. with bonus.

Continue KPI training

Workplace and Social Learning
Continue on-the-job experience

Learn from experienced agents who follow the correct processes and procedures

L&D/ HR
Career Paths in AMU & social learning

OM/ DSM/ ROM
DSMs review Prod / Goal monthly with every office and agent
Conduct Annual Review - continue doing all reviews one time per year, agent must

be employed for at least 6 months
6 month review through Paycom. Done by DSM, and DSMs report high level
information to RSMs By 6 months employee should be fully trained and
productive
1-YR Anniversary Recognition - monthly celebrations/meeting with a member of

leadership, post on workplace, A-MAX bucks, name tag with years of service, lunch

Additional Recognition Opportunities

At 6 months employment- Continuous Learner Award

At 9 months employment- High potential for Office Manager position

At 12 months employment- Property & Casualty License