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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 ...

...urns them into structured facts. Computer vision scores damage photos and matc...at build the right insurance claims software solution around that division, an...

... 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 ...

... , telemarketing software, risk-assessment software (if applicable), and perhaps a formal introduction to the community through a newsletter or newspaper ad. Most important, the Sales CSR needs some starting point, such as access to dead files of good lost accounts, or to computer reports listing such information as all Monoline Auto accounts, or all Commercial Accounts that have no Business Income or Employment Practices coverages. Step Six: Allocate Selling Time You can't expect a Sales CSR to achieve the same results as a full-time producer. When setting sales ... and commission income) Monitoring and assessing results Pushing the envelope to achieve the next level of sales success! Step Five: Provide Sales Tools Once the training is in place, make sure that the right tools are available: Business cards, printouts of results, telemarketing software, risk-assessment software (if applicable), and perhaps a formal introduction to the community through a newsletter or newspaper ad. Most important, the Sales CSR needs some starting point, such as access to dead files of good lost accounts, or to computer reports ... articles, checklists, 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 Six -Step Sales Training Program For The CSR 4/30/2013 12:00:00 AM by CompleteMarkets Editor , Dana Falardeau This content has not been rated yet. Train your CSRs to sell — and watch your revenues grow! Who speaks to your customers more than anyone ...

...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...

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

...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 ...

... Assign Responsibility to a single individual. Make a single person responsible for the training and maintenance of the agency's software. This person should be familiar with not only the agency management software, but also be a knowledgeable insurance person. You might give them the title "computer coordinator" or "IT person." Provide ongoing training. Regular training in the use of the agency's software will not only reduce exposure to E&O losses, but also improve the productivity of the users. Hiring an outside trainer and attending your user ... Automation Practices Lead To E&O Protection 4/30/2013 12:00:00 AM by CompleteMarkets Editor , Jack Fries This content has not been rated yet. Nearly all agency systems and procedures revolve around the use of Agency Management Systems and other third-party software. Proper training and usage of these systems will result in reducing Errors and Omissions losses. There are nine steps that an agency should take. Assign Responsibility to a single individual. Make a single person responsible for the training and maintenance of the agency's software. ... person should be familiar with not only the agency management software, but also be a knowledgeable insurance person. You might give them the title "computer coordinator" or "IT person." Provide ongoing training. Regular training in the use of the agency's software will not only reduce exposure to E&O losses, but also improve the productivity of the users. Hiring an outside trainer and attending your user group meetings can accomplish this. Get senior management commitment. Agency owners and officers must commit to using the agency's systems. ...