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.
Quotes, Quotes, & More Quotes!
Yesterday you got a chance to run a quote in Ezlynx and also on the insurance carrier websites. Today you are going to duplicate that process over and over until you are a pro. Be sure to start all of your quotes in Ezlynx and then review them on the carrier sites.
Prior to starting you should have collected a minimum of 10 quotes sheets from family & friends. Those are the quotes you will be running today.
If you get stumped at any point in the process be sure to review the videos from day 2 as a reference. If you still can't figure it out feel free to ask us.
Wrap Up The Day & Review Day 4 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