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All Aboard - New Team Member Training
The Onboarding Guide For Insurance Agencies endorsed by Agency Zoom, EZLynx, RingCentral, and Total CSR.
Pricing Learn More keyboard_arrow_down
Lessons In This Course
with Christian Moore of Real Good Group
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* EXAMPLE VIDEO
Introduction
Welcome aboard!
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Overview
The four major components.
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Tools You'll Need
Tools that will help your agency thrive.
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Before Their First Day - Part 1
Checklist
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Before Their First Day - Part 2
Our Typeform Revealed
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Before Their First Day - Part 3
Meet with Carriers
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Who's Involved?
Team training
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Culture Component
People. The frame.
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Insurance Component
Training Your Team
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Systems Component
Many moving parts
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Carrier Component
Juggling multiple carriers
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Make It Fun
The Scavenger Hunt
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Putting It All Together
Mark your calendars
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Conclusion
Rockstars
