TRAINING-Provide training for benefits processes?

Yes

TRAINING-Available Benefits systems training

BenefitPoint

TRAINING-Train employees to offer suitable products based on risk assessment?

Yes

TRAINING-Mobile friendly?

Yes

TRAINING-Include hiring process?

Yes

TRAINING-Lines of business included in training modules

CL, PL, L&H

TRAINING-Cover handling of client information securely?

Yes

TRAINING-Cover various policy types for both personal/commercial lines?

Yes

TRAINING-Teach best practices for customer retention?

Yes

TRAINING-Teach how claims are filed/evaluated/settled?

Yes

TRAINING-Provide Benefits mgmt system training?

Yes

TRAINING-Use AI within system?

No

TRAINING-Help agency stay current with current regulatory updates?

Yes

TRAINING-Train on handling surety bonds?

Yes

TRAINING-Teach processes for managing renewals and policy changes?

Yes

TRAINING-Include training on ethics in selling insurance?

Yes

TRAINING-Provide cyber protection best practices training?

Yes

TRAINING-Provide testing to ensure understanding of topics?

No

TRAINING-Cover underwriting process?

Yes

TRAINING-Provide “knowledge checks” throughout training module?

Yes

TRAINING-Train producers in sales techniques/relationship mgmt?

Yes

TRAINING-Cover licensing regulations specific to employee role?

Yes

TRAINING-Provide training for CSRs/Account Mgrs on techniques to round out accounts?

Yes

TRAINING-Have testing process for potential experienced hires?

Yes

TRAINING-Train employees to identify customer needs?

Yes

TRAINING-Train employees to assess risks in both personal/commercial lines?

Yes

TRAINING-Include job descriptions?

Yes

TRAINING-Available CRM training

Better Agency

TRAINING-Courses customized to agency’s processes/procedures?

Yes

TRAINING-Explain basic insurance principles intended for beginner?

Yes

TRAINING-Provide library of definitions of insurance terms?

Yes

TRAINING-Train employees on how to recommend appropriate coverage?

Yes

TRAINING-Provide AMS training?

Yes

TRAINING-Available AMS training

AMS360, HawkSoft

TRAINING-Teach techniques for selling higher coverage levels?

Yes

TRAINING-Allow agencies to create custom educational courses?

No

TRAINING-Train skills in clear/effective written/verbal communication?

Yes

TRAINING-Provide CRM training?

Yes

TRAINING-Teach employees about investigating claims, working with adjusters, understanding claims settlement process?

Yes

TRAINING-Teach techniques for cross-selling additional insurance products?

Yes