New Personal Lines Agent Success Roadmap
- Orientation Day 1
- Introduction – Training Outline Overview
- History of Pipeline Team of San Diego (PTSD)
- Contract Review – Program Overview
- Contract Review – Program Details 1-5
- Contract Review – Program Details 6-7
- Contract Review – Program Details 8-9
- Code of Ethics – Mission & Identity
- Code of Ethics – General
- Code of Ethics – Auto – Rating Factors
- Code of Ethics – Auto
- Code of Ethics – Home
- Code of Ethics – Commercial
- 10-Steps to Writing and Insurance Policy
- Intro to Pipeline Account
- DocuSign Packages
- Orientation Day 2
- Sales & Marketing Training (Entire course to be completed within 90 days)
- Meet with Susanne Romo (Make appointment within first week)
- Warm Market List (Due in first week)
- PTSD Sales & Marketing 30-hr Course
- Lesson 1 – 20-Min. Personal Lines Cross-Sale
- Lesson 2 – 4 Steps to Mastery, Data Gathering, 20-Min. Life Sale
- Lesson 3 – Personal Auto
- Lesson 4 – Homeowners
- Lesson 5 – Define Ideal Client & Finding Networking Partners
- Lesson 6 – Bridge to Nationwide: Auto + Umbrella
- Lesson 7 – Bridge to Nationwide: Home & Other Lines
- Lesson 8 – How to Present Auto/Home/Umbrella (A/H/U) Bundle
- Lesson 8 Bonus – Bindable Proposals w/ Travelers
- Lesson 9 – Bridge to Safeco: A/H/U
- Lesson 10 – Bridge to Stillwater: A/H/U
- Lesson 11 – Developing Your Sales Plan
- Lesson 12 – Policy Density & Retention
- Lesson 13 – Bridge to Travelers: A/H/U & Other Lines
- Lesson 14 – Networking Partners
- Lesson 15 – Creating Your Game Plan
- Lesson 16 – Travelers Quantum Home 2.0®
- Sales Fundamentals Meet with Susanne Romo
- Intro to Zoom Meetings
- Presentation
- Handling Objections
- Role Playing
- Sales Ratios
- Individual Sales & Marketing Game Plan Meet with Susanne Romo
- Sales Plan Webinar
- Ideal Client
- CRM
- Networking Webinar
- Determine Networking Partners, Parameters, Work Schedule
- Approaching Marketing/Networking Partners
- Implement Marketing Schedule
- Demonstration of Skills Meet with Susanne Romo
- Schedule Role Play
- Shadow Presentations
- Practice Presentations
- Demonstrate EZLynx Proficiency
- Demonstrate Sales Skills
- Ongoing Coaching Meet with Susanne Romo
- Personal Lines - Lines of Business Training
- Auto – 2 Hours
- Home – 2 Hours
- Dwelling Fire – 1 Hour
- Umbrella – 1 Hour
- A/H/U Bundle – 1 Hour
- Scheduled Personal Property/PAF – 1 Hour
- RV/Boat/Toys – 2 Hours
- Motorcycle – 1 Hour
- Classic/Collector/Antique Cars – 1 Hour
- Carrier Specific Training (1-2 Hours Each)
- Arrowhead
- Foremost/Bristol West
- Infinity
- MetLife
- National General
- Nationwide
- Progressive
- Safeco
- Stillwater
- Travelers