Roger Rich, Senior Vice President, Worksite

* Provides newly appointed Agents a complete approach * Allows for self-sufficiency * NEW Worksite cases close in less time

* 26 Branches have received training * Criteria used is largely based on meeting or exceeding recruiting objectives

* A new Worksite presentation * Training * Field activity * Tracking system/personal accountability

* Pre-qualifying is eliminated * Flipbook provides a CLEAR and CONCISE track to run on * Time to self-sufficiency is minimized

* Approach * Gatekeeper * Business owner * The Presentation * Flipbook * Needs Planner * The Close * Choice Close * Answers to four common responses * Simplified paperwork

* Scripts * Flip Book and Needs Planner * Training PowerPoint * Worksite Playbook and Worksite on Demand * New Agent training schedule * Three weeks classroom & field training * Certification Meeting Checklist * Activity trackers * Follow-up book

* Success based on high activity level * 55 Approaches * 10 Presentations using Flip Book and Needs Planner * 1 New case per week * Blitz day * Three-four hour segments of time

* Field activity tracker * 55 – 10 – 1 * Weekly activity report * Follow-up book

* Inspection of Training * Training schedule and progress * Field training report * New Agent Certification checklist

Tim Nuckolls Springfield, MO

* Better retention of Agents * Yields growth for the Branch