Benefits Learning Path Library

1. 3 Key Concepts
2. Proficiency Statement by Category
3. Learning Path at a Glance
4. Learning Path
5. Cold Call Script
6. Cold Call Checklist
7. Sample Presentation
8. Sample Proposals
9. Target Account Criteria
10. Sample Letters
11. Submission Forms
12. Assurex Presentation
13. Broker of Record Letter
14. Carrier Agreement
15. Certificates of Insurance
16. Claim Reporting Forms
17. Insurance Journal
18. Articles on ACA
19. Articles on HIPAA
20. Articles on Worker’s Compensation
21. Carrier Websites

Stored on:

• Website
• Shared Drive
• Database