Virtual Assistant Onboarding and Training Order
(Active Members click HERE or on the image below to go to the Virtual Assistant Training Page inside the Video Library)
(Non Members Click HERE to register to watch the training session)
October and November are the primary months for Insurance Industry Conferences.
Agents and agencies will be bombarded with the latest and most incredible services, tools, automation, and CRMs.
Back at the office, agency staff is biting their nails worrying about what new "Super Tool or Service" the agency principal will bring back from a conference that will instantly revolutionize how the agency operates.
Of course, we all know that without having good core processes and workflows, this tool or process will be another thing the agency pays for but never uses.
One topic constantly discussed at the conference is the use of Virtual Assistants.
Many agents think bringing on a VA is as simple as plug-and-play, and that is as far from reality as you can get!
VA's, like all staff, must be trained on the tasks they will perform in the agency.
With all the staffing issues currently occurring in the Insurance Industry, many agents and agencies are turning to Virtual Assistants for help.
The problem is that most agencies don't have a good Onboarding and Training Order for the VA.
Dr. Williams created a short 15-minute video to teach you the Recommended Onboarding and Process Training Order we use with our partner and member agencies.
You MUST watch this training if you are currently using or considering using a Virtual Assistant.
(Non Members Click HERE to register to watch the training session)
