Speech towards the motif: “Specialized Broker Virtue”- Demonstration transcript:

Equivalent presentations

step one 2012-thirteen Authoritative Representative Virtue Note So you can FACILITATOR: We have been thrilled to establish new 2012 Cartus Circle Brand new Agent “Bootcamp” degree module. Excite allow at least 2 hours to-do so it studies concept. It demonstration boasts films hyperlinks off Cartus employees, readers, and/otherwise Community participants sharing confidential recommendations. Solely those to the relationship to the fresh new speech gain access to gamble this type of private movies. Do not display the links having unauthorized staff. Just the education facilitator need to have accessibility play films into the the training class. Delight make sure your training session has been build toward best AV gadgets. Internet access and voice/speaker prospective are expected. Whenever clicking on the latest Cartus enjoy key in order to launch the fresh new clips, greatly enhance the latest videos to help you complete screen. It is strongly recommended you use a hard wired internet connection getting the training sessions. Wireless associations include slow, unsound, and you may movies buffering takes offered loans in Lewis. I highly recommend you do a dried out work with exercising the initiating of one’s clips utilizing the same arranged (computers, net connection, and you may songs/movies equipment) there’ll be on classroom, this can make sure that your morale transitioning ranging from studies slides, clips and you may returning to education glides. Including duplicates of one’s studies demonstration handout, we recommend that per attendee be provided with a full band of handouts. An inventory out of recommended handouts might have been put into the advantage section presentation towards the Product into is: The training presentation The training presentation handout getting attendees Facilitator notes Extra Handout directory Supplemental Handouts Cartus Community Attraction Pro 2013 The new Agent “Boot camp” Studies

2 Mission The objective of so it knowledge will be to ensure the alignment out of Cartus and you will Cartus Agent System principals, moving departments and you may A-Party agents about seamless birth away from world class solution so you can Cartus members, professionals, and you will consumers on affinity organization part. Facilitator: It training will be useful for all new agents put into the newest attraction cluster. To become formal, a different sort of agent need certainly to site for it “Training” studies plus the yearly degree component. This training discusses the fundamental section for brand new representatives to learn the brand new attraction company part and solution affinity professionals known their agency. To help you receive referral assignments the latest representatives need to participate in “Boot camp” degree and annual Cartus System Affinity Specialist studies. A year, representatives need take part in the latest yearly Cartus System Affinity Expert knowledge. Target brand new handout package you have ready to accept the group. The fresh new handout plan might be waiting in the purchase that they will appear on the training (as on the Handout Directory). Tell the category you may be reviewing the many handouts on the correct go out inside the training. We wish to avoid the class getting distracted by the flipping due to all the handouts or providing them out of order (that causes delays when you get to this handout about training). Site the latest “A” Team Broker Arrangement Handout and you may comment brand new terms and conditions and connection the brand new agents are making. Comment the inner process having application, exhibiting that these representatives were chosen to become listed on the group, and make certain you have complete “A” People Agent Agreements off every attendees.

Certified Agent Advantage

step three Plan What exactly is an affinity system Suggestion mainly based program Worth in order to Community users Home loan depending apps Cartus Attraction Features Simple Performing Measures & Activity Reporting Trick customer feedback USAA NFCU Find Service Research process Representative Made Ideas Social media Advice 2013 Requires Q&A good Facilitator: Feedback new plan and put the fresh presumption that example which have bring at the least 2 hours to do. A just routine should be to influence in advance the length of time it needs that defense the material with your agencies.