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... pulling paper files, as well as computer files, and transcribing the same inf...put their own applications into the computer. Another dramatic opportunity for...

... presented, etc. Training should cover education on the coverages for which the employee will be responsible, variations among the policies issued by the companies you represent, and general insurance education. Other areas of focus should include proper use of the agency management system (your computer system and software); Errors and Omissions, binding authorities, agency operating standards (dress, breaks and lunch, dos and don'ts, etc.); and the special responsibilities of their job. GIVE THE NEW EMPLOYEE A DETAILED PROCEDURES MANUAL Even better, ... this manual on your network so that the employee can study and reference the material at any time. You do have a written Procedures Manual, don't you? If not, you'll find a great one at http://www.jackfries.com/product.htm . Finally, schedule regular follow ups with the new employee to find out how they're progressing and answer any questions they might have. If you plan training well, you'll have more productive, happier employees in a shorter period of time. Good hunting! The goal of the CompleteMarkets editor ... , tip sheets, sales letters, and more! Communications Marketing Customer Service Planning Finance/Accounting Risk Management Human Resources Selling Legal and E&O Technology Life/Financial Services Glossaries Management Resources & Links Categories Popular Recent All Back The New Employee's Greatest Need - Proper Training 11/16/2018 12:00:00 AM by CompleteMarkets Editor , Jack Fries This content has not been rated yet. Management consultant Zig Ziglar once said, "The only thing worse than training a person who leaves is not training a person and ...

... functional programs that interact with others without compromising quality. Whether employed by an insurance company or independent software vendor, software developers know that by using OLifE, their software creations will do more to help agents market insurance products and service their clients. Craig Badger, senior computer systems analyst for Prudential Insurance Co. of America's Individual Insurance Group, Roseland, NJ, is a charter member of the industry development group that helped bring OLE-based applications to Life. Badger summarized the goal of OLifE in defining his systems department's overall mission: " ... /Casualty, no true turnkey agency system vendors exist in the Life industry. Instead, agents or insurance companies use multiple vendors and must pay someone to integrate the packages, or else they must enter the same data over and again. An agent may use several software programs to manage the business: Contact management programs help track prospective customers; fact-finding programs help document information from an initial sales call, such as current insurance and income investments; and needs-analysis programs process these facts to calculate how much Life insurance is needed by a ... the OLifE Standards Subcommittee, compared Life before and after OLifE. "Over time, vendors and companies created software using their own standards," he said. "Programs worked differently, they couldn't communicate, they even looked different on the screen. With OLifE, training and operations will be easier. Agents won't have to worry that a key that saves data in one program might delete it in another. From a company perspective, maintaining systems and keeping them up-to-date will be much easier, too," he added. Life ...

... functional programs that interact with others without compromising quality. Whether employed by an insurance company or independent software vendor, software developers know that by using OLifE, their software creations will do more to help agents market insurance products and service their clients. Craig Badger, senior computer systems analyst for Prudential Insurance Co. of America's Individual Insurance Group, Roseland, NJ, is a charter member of the industry development group that helped bring OLE-based applications to Life. Badger summarized the goal of OLifE in defining his systems department's overall mission: " ... /Casualty, no true turnkey agency system vendors exist in the Life industry. Instead, agents or insurance companies use multiple vendors and must pay someone to integrate the packages, or else they must enter the same data over and again. An agent may use several software programs to manage the business: Contact management programs help track prospective customers; fact-finding programs help document information from an initial sales call, such as current insurance and income investments; and needs-analysis programs process these facts to calculate how much Life insurance is needed by a ... the OLifE Standards Subcommittee, compared Life before and after OLifE. "Over time, vendors and companies created software using their own standards," he said. "Programs worked differently, they couldn't communicate, they even looked different on the screen. With OLifE, training and operations will be easier. Agents won't have to worry that a key that saves data in one program might delete it in another. From a company perspective, maintaining systems and keeping them up-to-date will be much easier, too," he added. Life ...

... functional programs that interact with others without compromising quality. Whether employed by an insurance company or independent software vendor, software developers know that by using OLifE, their software creations will do more to help agents market insurance products and service their clients. Craig Badger, senior computer systems analyst for Prudential Insurance Co. of America's Individual Insurance Group, Roseland, NJ, is a charter member of the industry development group that helped bring OLE-based applications to Life. Badger summarized the goal of OLifE in defining his systems department's overall mission: " ... /Casualty, no true turnkey agency system vendors exist in the Life industry. Instead, agents or insurance companies use multiple vendors and must pay someone to integrate the packages, or else they must enter the same data over and again. An agent may use several software programs to manage the business: Contact management programs help track prospective customers; fact-finding programs help document information from an initial sales call, such as current insurance and income investments; and needs-analysis programs process these facts to calculate how much Life insurance is needed by a ... the OLifE Standards Subcommittee, compared Life before and after OLifE. "Over time, vendors and companies created software using their own standards," he said. "Programs worked differently, they couldn't communicate, they even looked different on the screen. With OLifE, training and operations will be easier. Agents won't have to worry that a key that saves data in one program might delete it in another. From a company perspective, maintaining systems and keeping them up-to-date will be much easier, too," he added. Life ...

...r clients. Craig Badger, senior computer systems analyst for Prudential Insur...ifferent on the screen. With OLifE, training and operations will be easier. Ag...

...variety of software packages and computer systems that include sophisticated s... the new system as open items. Training for new users should be easier than the original system training because specific agency procedure...

.... You might give them the title “computer coordinator” or “IT person.” Pro...you’ve detected a problem, set up a training program to address it.

...rance is different from selling computers, telemarketing methods are differen...them, then put the scripts into the software and at the workstation so people...

... , presentations, and closing. The CSR staff should handle the service work and a good deal of the marketing. AUTOMATION Encourage proper utilization of automation. There's a huge difference between being "computerized" and truly "automated." Some agencies use the computer as simply a typewriter and accounting tool. Others are actively using e-mail, faxing from the computer, interfacing with their carriers, scanning data — and some are even transactional filing. There's a world of difference. Cost cutting and improved efficiency requires the proper use ... : Once to create a proposal, once to do an ACORD form, and sometimes even a third time, if the producer requires a special summary of insurance. If the data can't be reconfigured and entered only once, re-examine these items and their usefulness. Some software integrates data entry so that it's entered only once for all functions. In agencies that use transactional filing, there might be another step: Having to log in each item after it's processed and sent to the agency from the carrier. This is so it can ... have too many mediocre or just average employees. Agencies that have the right number of good people show a favorable bottom line and need less management PRODUCER COMPENSATION Pay producers to produce. Producers should be motivated to produce from within themselves. It's very difficult to train someone to be good in sales. It's far easier to train a person in insurance who has a natural sales ability. Regardless, it's necessary to create a motivating environment in the agency for sales. The agency's philosophy should be apparent in its compensation structure not ...