Process Overview | Agency Performance Pack Online

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Process Pack: New Business Playbook

Course Introduction - Insurance Business Process: Your New Business Playbook

Welcome - Course Intro/ Overview (1:03)
A Few Notes From Our Attorney
About Your Instructor (1:05)
What You Will Learn In This Course (1:58)
Downloadable Resources

Building Your Process

Process Overview (8:56)
Process Set Up Questions (9:20)
Process Document (9:54)

Training Your Team On The Process

Introduction (1:04)
Personal Lines Quote Sheet Review (8:58)
Commercial Lines Sales Sheet Review (10:00)

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Process Overview

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