when you’re starting a new insurance agency, one of the final things you need to think about is training your staff. a new hire not yet licensed will need education on the basic insurance principles. you will also need to train new hires on the standard procedures in your employee handbook. many successful agencies also require their staff to obtain a specific insurance designation. one of the most successful approaches to training is a mentorship program. it will help you determine if they need more training on insurance terms and policies. give them advice on how to improve the customer experience. today we have one of the greatest resources available for training staff… video.
some carriers have created classes to help train csrs and producers. they’ll be able to give insight on whether they think the class will benefit your staff. research the designations you think will benefit your staff and achieve your training goals. try searching online for webinars on topics you want to add to your training plan. while attending a conference can get costly, the right conference can really help with training your employees. develop a training plan for new and existing agents. your training plan will be a guide for you to identify what education your staff needs. developing a training plan helps to build confidence in your new agents. learn how to build your profile, what content to use, how to grow your following, and more about linkedin as a business-to-consumer tool.
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