Page 16 - Learning and Development SOP Handbook

NEW AGENT

TRAINING (NAT)

Purpose

The two-day New Agent Training is part of their onboarding process to

learn about the Organization and basic insurance knowledge that will

be used in their role

Applicability

All new-hire agents and rehire agents who have been gone from the

Company for more than 90 days

Agents who are rehired after being gone from the Company between 91
days and six months, have the opportunity to take an Opt-out exam to be

exempt from New Agent Training (NAT)

Prerequisites

There are no prerequisites for New Agent Training

Responsibilities

New Agent Training Facilitator has primary responsibility for this

course

HR Operations Partners send hiring notices to L&D to identify the

license status of new-hire agents

Procedure:

In this training, agents are provided with an overview of the Company’s history,
its Leadership team, and what behavior is expected of them when joining the
organization. Agents are guided through A-MAX University, the main source of

training and professional development for all employees, and Workplace, the
organization’s social networking platform. Agents are trained on basic auto
insurance terminology and characteristics and then tested on their knowledge.

This is to ensure all agents are knowledgeable and able to meet customer needs
when they begin selling insurance.