What follows are outlines of courses that have been created for customers in support of their on-boarding initiatives. Each subject is a Checkpoint which requires the Learner to spend two to four hours in preparation of a scheduled Checkpoint meeting. The Course culminates with a final Certification requiring the Learner to explain, discuss and demonstrate pre-assigned, over-reaching questions which pull together information throughout the course.

Corporate On-Boarding Program – International Company

1. Our Company
2. Role Effectiveness
3. Integrity
4. Working Across Boundaries
5. Business Acumen
6. Customer Focus

Job Specific On-Boarding – Major Healthcare Provider

1. Our Company Overview
2. General Products and Programs
3. Underwriting / Legal Considerations
4. National Account Process
5. Implementation
6. Relationship Management
7. Clinical Products and Programs

Sales Process Training – Large Life Insurance Company

1. Our Agency/Company
2. Building Your Clientele
3. Telephone Skills
4. Initial Interview
5. Sales Activity Management
6. Our Service Platform
7. Establishing the Need
8. Data-Gathering
9. Product Knowledge
10. 90 Day Marketing Plan