Answer ‘Yes" or ‘No’ for each. Make comments as applicable.

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Capability

Is there a top-down, proactive focus on…

Yes

No

Comment

Enterprise Knowledge Excellence

Freeing selling time for selling; INCREASE SALES by using the Internet vs. expensive classroom time (1)?

     

Improving producers’ sales skills, tested & tracked (2)?

     

Improving CSRs’ performance skills, tested & tracked?

     

Improving producers’ and CSRs’ products knowledge, tested and tracked?

     

Improving knowledge of policies, especially related to E&O & HR; reduce E&O exposure, tested and tracked?

     

Auto re-assigning courses for low grades vs. management's goals?

     

Receiving regular, detailed reports of knowledge improvement, and problems?

     

Reducing training travel costs?

     

Reducing Instructor costs?

     

Reducing Web-conferencing phone costs?

     

Reducing CE training fees?

     

Reducing producer and CSR turnover?

     

Better "remediating" low producers?

     

Better remediating high loss producers?

     

Launching new programs faster & better?

     
  1. Internet usage for knowledge excellence increased 53% in 2004. Over 50% of training is now via the Internet.
  2. Testing is critical. Just showing up is not sufficient, and on-line testing makes testing easy now.

 

Score: (15 total) Yes__________________ No_________________

Note: If the Yes score is 11 or less, Learn.net can help, as it has at many well-known Insurance industry providers. We will be happy to answer any other questions you have – just call us at (678)-589-0132. You may either return this form to lduckworth@learn.net or fax it to (678) 589-0101. Our complete address is:

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