Curriculum

Day 1
- Day 1 Focus
  - Welcome to the team! Help your new team member feel comfortable, prepare a welcome basket for them, and keep them in the “excitement” phase of employment! Consider coffee, team breakfast, make it an exciting time for them.
- Evolve I Day 1
- First Time Login & Security Questions
  - Security Questions
  - Anti-Money Laundering
  - Information Security Awareness via workday
- System Overview
  - ABS, ECRM, NECHO, Payroll, Tracking System, Trophy Club Consulting, Team Member Trainer
- Onboarding/Email Setup
  - Outlook Calendar Permissions, Sales Tracking System, Email Signatures, MS Teams Chat Group, ECRM Internet Lead Provider (ILP) Group,
- Begin AAPA Training in Workday (to be completed by Day 5)
Day 2
- Evolve I Day 2
- Team Member Trainer Work
  - New Team Member Playlist
    (Team Member Trainer)
- AAPA Training in Workday
- Shadow/Observe experienced team member, take notes, review with Agent
  - Agent to focus on activity, process, systems and coach
Day 3
- Evolve I Day 3 and Evolve I Final Exam
- Team Member Trainer
  - Auto Videos
    (Team Member Trainer)
    - Basics
    - Quotes & Applications
    - Discounts
- AAPA Training in Workday
- Observe, Note, Review with Agent
Day 4
- Review Evolve I Notes and Practice
- Team Member Trainer
  - Fire Videos
    - Basics
    - Quotes & Applications
    - Changes
    - Homeowners
    - Renters
- AAPA Training in Workday
- Phone Training / Jabber Setup
Day 5
- Review Evolve I Notes and Practice
- Team Member Trainer
  - Life Videos
- Complete AAPA Training & Take Test
  - Agent to submit agreement upon passing
- Listview setup in ECRM
  - Handout and details from Video Library - Prioritization
- Agent to check team member skills on product information from Team Member Trainer

Curriculum

Account Manager