Presentation toward motif: «Official Broker Virtue»- Presentation transcript:

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step one 2012-thirteen Formal Agent Virtue Note To help you FACILITATOR: The audience is pleased to introduce the latest 2012 Cartus Community This new Agent “Bootcamp” qualification component. Please ensure it is at least 2 hours doing which knowledge session. That it demonstration is sold with video backlinks from Cartus professionals, members,

and/or Circle users revealing confidential information. Just those toward relationship to this new presentation have access to online payday loan Kremmling CO enjoy these types of individual movies. Don’t share backlinks having unauthorized personnel. Precisely the studies facilitator have to have entry to play films in the education class room. Excite make sure your work out might have been create with the correct AV devices. Access to the internet and sound/speaker opportunities are expected. When hitting the latest Cartus enjoy option to help you discharge the fresh videos, increase this new movies so you can complete monitor. It is suggested make use of a difficult wired connection to the internet getting your own workout sessions. Cordless connections are sluggish, unreliable, and videos buffering requires lengthened. I strongly recommend you do a dried out manage exercising new opening of videos using the same developed (pc, connection to the internet, and you can sounds/video devices) there’ll be on the class room, this may make sure your comfort transitioning ranging from education glides, films and you can returning to degree glides. Along with duplicates of one’s training speech handout, it is recommended that for each attendee be provided with a full group of handouts. An inventory regarding advised handouts has been added to the advantage section presentation on the Product into become: The training speech The training demonstration handout getting attendees Facilitator notes Supplemental Handout directory Extra Handouts Cartus System Affinity Professional 2013 The fresh new Representative “Bootcamp” Degree

2 Purpose The purpose of which studies should be to make sure the alignment off Cartus and you can Cartus Broker Circle principals, moving departments and you will A great-People agencies on the seamless beginning away from world-class service to Cartus subscribers, professionals, and you may consumers regarding affinity team segment. Facilitator: It training will probably be useful for new representatives put into the fresh new attraction cluster. To be specialized, another type of agent need webpages for it “Training” studies while the annual qualification module. This studies discusses might section for brand new representatives to know the latest affinity providers part and you may solution attraction members regarded their agency. So you’re able to receive referral assignments the new representatives must be involved in “Boot camp” studies and annual Cartus Network Affinity Professional knowledge. Per year, agencies have to be involved in the latest yearly Cartus Circle Affinity Specialist knowledge. Target the new handout plan you may have open to the team. The latest handout package will likely be prepared on the buy which they will about education (because listed on the Handout Index). Share with the course you are evaluating different handouts in the the proper go out inside training. We want to steer clear of the class becoming distracted by the flipping courtesy every handouts otherwise bringing her or him out-of-order (that causes waits should you get to this handout in the training). Resource new “A” Party Representative Contract Handout and you can review new terminology and you will connection the newest representatives make. Remark the internal process to own app, exhibiting these particular agencies were selected to join the team, and make certain you have got done “A” Team Agent Plans out of all of the attendees.

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3 Agenda What is actually an attraction system Referral depending program Worth to System professionals Financial dependent software Cartus Attraction Services Simple Working Actions & Hobby Reporting Key customer feedback USAA NFCU Get a hold of Services Research processes Broker Produced Tips Social network Advice 2013 Requirements Q&An excellent Facilitator: Remark the brand new schedule and set this new expectation that this tutorial that have grab at least couple of hours to accomplish. A sole routine is to try to determine ahead of time the length of time it needs you to safeguards the information presented together with your agencies.