Checklists and Reading Assignments
General
- RHSB Orientation
- Employment Paperwork
- Licencing & Compliance Overview
- Tours & Introdcution
- HR & Benefits
- RHSB Overview and History
- Operational Overview & Office Set-Up
- Systems Overview
- Press Release & Bio
- Establish Social Media Profiles
- Accounting/Producer Expense Reports
- Business Etiquette & Producer Ethics
- Industry Overview
- Business Marketplace Overview
- Departmental Overviews
Sales
- Sales Force Basics/Recording Activity
- Prospecting Plan
- Prospecting Categories
- RHSB Practice Grous/Focus Industry Strategy
- Qualifying Target Accounts
- Cold Calling Checklist
- Public Filings
- Developing a POSI
- Initial Meeting Pre-Call Plan
- Initial Meetings Checklist
- Finding the Pain
- Program Reviews/Assessments/Policy Reviews
- Solution Development Checklist
- Presentation Development Checklist
- Presentation Delivery Checklist
- Effective Use of BOR Letters
- Winning the Broker Selection Process
Discussion Guides
Sales
Coverages
- Business Income/Supply Chain Interruption
- Commercial Auto
- Commercial General Liability
- Commercial Property
- Commercial Crime
- Cyber Coverage
- D&O
- Employee Benefits Lite
- Employment Liability
- Errors and Omisssion
- Fiduciary
- Inland Marine
- International
- Kidnap and Ransom
- Mechanical Breakdown
- Non-Subscriber Programs
- Ocean, Cargo, Transit
- Personal Lines
- Product Recall
- Pollution and Enviornmental
- Specialty Lines
- Umbrella
- Workers Comp
RHSB Resources
- Benchmarking Tools
- M&A Due Diligence Assistance
- Contractual Risk Review Services
- Risk Mapping
- Assurex Global/Tech Assure Networks Resources
- EOY/FEI Networking
RHSB P & C Producer Learning Path Library