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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 ...

... making AUTOMATION: A KEY FACTOR During the past 10 years, agents and brokers have become much more dependent on automation. Today's agents not only depend on the traditional agency automation system for basic policy transactions and accounting, but also on a variety of software packages and computer systems that include sophisticated systems for interfacing, rating, word processing, presentations, telemarketing, E-mail for both internal and external communications, the Internet, specialized technical information, spreadsheets, time management, and human resources management. Just as effective use of automation can ... for better decision making AUTOMATION: A KEY FACTOR During the past 10 years, agents and brokers have become much more dependent on automation. Today's agents not only depend on the traditional agency automation system for basic policy transactions and accounting, but also on a variety of software packages and computer systems that include sophisticated systems for interfacing, rating, word processing, presentations, telemarketing, E-mail for both internal and external communications, the Internet, specialized technical information, spreadsheets, time management, and human resources management. Just as effective use ... consider the time and expense required to bring the agency in question up to speed. As anyone who has been through the process can attest, the time and expense required can be significant. In addition to the actual costs of equipment, software, conversion, and training, there are also hidden costs of work disruption — not to mention the frustrations of both the buyer's and the seller's staffs. You must also investigate the agency management systems and software being used by both agencies. If the software or hardware systems are identical or ...

...e agency management system (your computer system and software); Errors and Omissions, binding auth...stions they might have. If you plan training well, you'll have more productive...

...ariety 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 procedur...

...es of good lost accounts, or to computer reports listing such information as ...

...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...

...e half-truths hamper your use of computer technology. Although computer technology provides a powerful resou...cy on paperwork. Otherwise, the new computer system will create more work, not...