|
Day 1 |
Day 2 |
Day 3 |
Day 4 |
Day 5 |
|
1. Licensing 2. Welcome and Tour 3. Human Resources 4. Agency Overview 5. Insurance Industry |
6. Office Set-Up 7. Phones 8. Computer Overview 9. Privacy and Security 10. Accounting 11. LP Start Up Meeting |
12. Reference and Training Tools 13. Working with the Team 14. Setting Expectations 15. Marketing |
16. Principles of Risk Management 17. Property and Casualty Principles |
18. Week 1 Review |
|
Day 1 |
Day 2 |
Day 3 |
Day 4 |
Day 5 |
|
19. Sales Process Overview 20. Prospect Planning |
21. Building a Prospect List 22. Business Etiquette |
23 Gathering Prospect Background |
24 Department Overviews 25. Calling to Schedule Appointments |
26. Observe Information Gathering Meeting 27. Week 2 Review |
Week 1
Week 2
P & C Producer Learning Path at a Glance
|
Day 1 |
Day 2 |
Day 3 |
Day 4 |
Day 5 |
|
28. Initial Call Planning 29. Review Past Presentation |
30. Observe Initial Presentations |
31. Business General Liability Coverage |
32. Creating a Networking Plan |
33. Week 3 Review |
Week 3
|
Day 1 |
Day 2 |
Day 3 |
Day 4 |
Day 5 |
|
34. Commercial Automobile Coverage |
35. E&O Prevention |
36. Broker/Agent of Record Letter |
37. Carrier Visits |
38. Week 4 Review |
Week 4
|
Day 1 |
Day 2 |
Day 3 |
Day 4 |
Day 5 |
|
39. Producer Ethics 40. Licensing Compliance 41. Closing Call Planning |
42. Property Overview 43. Information Gathering Meeting Planning |
44. Observe Closing Calls |
45. Target Account End to End Coaching 1 |
46. Week 5 Review |
Week 5
|
Day 1 |
Day 2 |
Day 3 |
Day 4 |
Day 5 |
|
47. Umbrella and Excess Liability Coverage |
48. Business Income Coverage |
49. Submissions Training |
50. Carrier Quotation Review 51. Worker’s Compensation |
52. Week 6 Review |
|
Day 1 |
Day 2 |
Day 3 |
Day 4 |
Day 5 |
|
53. Marketing Job Shadow |
54. Initial Presentation Preparation |
55. Initial Preparation Joint Calls 56. Inland Marine Coverage |
57. Claims Job Shadow |
58. Proposal Development 59. Week 7 Review |
Week 6
Week 7
Week 9
|
Day 1 |
Day 2 |
Day 3 |
Day 4 |
Day 5 |
|
66. Account Executive Job Shadow |
0 |
67. Commercial Crime Coverage |
|
68. Leading Initial Presentation |
Week 8
|
Week 10 |
Week 11 |
Week 12 |
Month 4 |
Month 5 |
|
69. Business Development Plan 70. HR Consulting Overview 71. Specialty Lines 72. Risk Control Job Shadow |
73. Target Account End to End Coaching 2 74. Closing Call Preparation 75. Assist Closing Calls 76. Excess Surplus Lines |
77. Ocean Cargo/Transit 78. International Coverage 79. Month 3 Review |
80. Assurex 81. Structuring Fee Based Compensation 82. Cross-Selling 83. Employee Benefits Ride Along 84. Producer Reports Book of Business 85. Policy Checking and Delivery |
86. Premium Audit 87. Month 4 Review 88. Target Niche Education 89. Book Management 90. Lead Closing Calls 91. Month 5 Review |
|
Day 1 |
Day 2 |
Day 3 |
Day 4 |
Day 5 |
|
60. Underwriting |
61. Leading Information Gathering Meeting 62. Pipeline Review |
63. Management Liability Insurance |
64. Broker Selection Process |
65. Week 8 Review |
Weeks 10 & 12
Months 4 & 5