Insurance Specialist - New Agent Training
Your training for today is below. If you have any questions, don’t hesitate to ask. We are here to help.
Turn In Agency Contract / W9
Turn in signed agency contract & w9
Get Licensed - You Have 45 Days
In order to sell property & casualty insurance in the state of Michigan you need to be licensed. If you are not already licensed we expect you to obtain your license within the next 45 days. If you haven't already ordered your study materials take care of that now. If you need any guidance please let us know. This is a top priority!!!
Setup Email Address
Your email address will be: firstname.lastname@example.org
Setup Outlook -Setup Outlook (IMAP)
-Review Email Quote Templates
-Install Ezlynx Plugin
Setup A Skype Account
We often communicate in the office via skype messenger. Go to skype.com and set up a new account. Once you have set up the account find and connect with all the agents in the office. If you need help let us know.
We will review the phone system with you (basic functions, how to transfer calls, office extensions, etc)
-Record in office voicemail message
-Record out of office voicemail message
-Install ringcentral app on your cell phone
Write A Personal Bio For Our Website
Take 10 minutes and write up a personal bio for yourself that will be used on our website. Talk a little bit about your experience and your life. We will use this bio in an attempt to form a more personal connection with our prospects. 2 - 3 paragraphs should do it. Once the bio is complete email it to email@example.com
Insurance Carrier Appointments
We will go through the process of appointing you with all of our insurance companies.
Review Sales Binder
We will review your sales binder together. Keep this binder close by at all times. It includes all kinds of useful information that you will reference on a daily basis. As you progress in your career you may find that some items in this binder are no longer useful. On the flip side, you may also find that there are items missing from the binder that you think should be added. This tool is designed to make your life easier and you are free to add and subtract from it as you see fit.
Ezlynx is used as our comparative rater and also our client management system. The comparative rater feature of Ezlynx allows you to enter a prospect's info into their system and then they send that data to multiple insurance companies to generate a quote. Within 30 seconds Ezlynx will return quotes from multiple insurance companies. This tool allows us to complete several quotes in a fraction of the time that it would take to quote each company we represent individually. The client management feature allows us to keep track of important information for our existing clients. We have the ability to access policy info, store client documents, and store notes from client conversations all within Ezlynx.
How To Run A Quote In EZLynx...
Start Running Your Prepared Quotes In EzLynx
On day 1 you should have at least 10 auto/home quote sheets filled out ready to be quoted. Begin running your 1st quote in Ezlynx now. If you get stuck at any point please reference the video you just watched to see if you can find the answer there. After you have completed your 1st quote call one of us over to review your quote. Goal For The Day: Complete 3 quotes in Ezlynx.
Wrap Up The Day & Review Day 2 Agenda
Great Job Today Future Superstar!
START HERE - COMPLETE PRIOR TO 1ST DAY REVIEW THESE TABS & COMPLETE THE NECESSARY STEPS PRIOR TO YOUR 1ST DAY!
Welcome to Lifetime Insurance Services
Learn About Your Agent Compensation Plan
Agent Job Description
What are your job expectations?
All new agents need to review this checklist to ensure nothing is missed
Day 2 Training
Day 3 Training
Day 4 Training
Day 5 Training
Weeks 2-4 Training
Month 2 Training