Page 20 - Learning and Development SOP Handbook

PRE-LICENSE

TRAINING

Purpose

To prepare unlicensed agents for the Official Limited Lines (LL) exam taken

through PearsonVue testing centers

Applicability

Any person who transacts insurance as part of their role (agents, some payment

specialists, office managers, DSMs and RSMs)

Prerequisites

This course is taken after an agent completes the NAT course

Responsibilities

Limited Lines 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:

All agents are required to have a Limited Lines (LL) or Property & Casualty (P&C)

license to be able to fulfill their role at A-MAX/ALPA. This training prepares agents

for the Official Limited Lines exam taken through PearsonVue testing centers. As per
Operations rules, all agents must pass the Official Limited Lines exam within 30 days

of their hire date or face possible termination from the Company.

When new agents are hired, email notices from HR are sent to L&D with agent

information (e.g. Name, ID number, office location, hiring date and license status).

This information is entered in an L&D Google Sheet (NAT/LL/SS) for training
scheduling purposes.