We know that the first month really sets the tone for a new employee. Learning the ins and outs of a new team, especially for a new customer service representative (CSR) who may also be new to the industry, can be a difficult process. In today’s marketplace, competing for and hiring talent is almost as challenging as retaining that talent. Our members are looking to mitigate the high costs of high turnover, and training is an effective way to invest in your team. Insurance business leaders can gain a competitive edge when new CSRs can quickly get up to speed on performing basic tasks and navigating different components of Vertafore software. NetVU training can help you to start engaging your new employees with greater comfort and ease from day one.
AMS360 New Hire Account Manager Training Path is a self-paced introductory course that includes 10 lessons your new CSRs can use to train on the practical basics of Vertafore software. First, they’ll learn simple navigation inside the software, then they’ll progress through the everyday tasks they’ll need to know in an agency. It’s the training that you and your more experienced staff don’t have time to teach, but you need your team to know about as efficiently as possible.
According to The Jacobson Group’s 2024 Insurance Talent Trends, “[agencies] must identify the human strengths necessary to complement new technologies and begin ingraining them into their training and development programs.”
“Being able to offer new customer service representatives a thoughtfully curated, self-paced, independent learning course shows respect for adult learners and demonstrates that the agency cares about their experience and gets them to be a contributor to the organization more quickly,” said Learning Experiences Director Debbie Ivie. “There are a lot of resources that are kind of hit or miss, but we created a learning path that’s logical and easy to connect and gets them where the agency needs them to be in a relatively short period of time.”
The AMS360 class from NetVU costs $99 per student and includes four months of access. Students can come back when they need to, track their progress, and have guided references to different practical examples that come up during their day-to-day. The course is provided with both written and video material, understanding that people learn in different ways. It also comes with a companion managers’ guide so you know what the student should be learning and should be capable of if they’re following the plan. By the final knowledge check, your new CSRs will be able to renew an insurance policy from beginning to end.
“We plan to continue this type of curated training on different products and skills,” said Ivie. “We hope members are making this resource part of their onboarding checklist.”
To learn more about AMS360 New Hire Account Manager Training visit the course page.