Mentor Tools

This page is exclusively for Big "I" Program Mentors

. Mentor Schedule at a Glance Right Start Training Series Participant Workbook Note you can access the full webinar (click on each section title) or specific area (click on subsection title).
Part One: Understanding Your Agency Operating Style 1.1 Understand Your Agency's Operating Style 1.2 Identify Strengths, Weaknesses, Opportunities and Threats 1.3 Develop Your Agency's Value Proposition * Part One Slides Handout Part Two: Employees, Your Key to Increased Productivity 2.1 Management Success Keys 2.2 Evaluate Employee Job Design 2.3 Determine Growth Goals 2.4 Utilize Tracking and Reporting * Part Two Slides Handout	Part Three: Developing Strong Carrier Relationships 3.1 Understand the Carrier Agency Appointment Process 3.2 Prepare for Key Discussions with Company Representatives 3.2 Learn How to Best Use Company Production Records * Part Three Slides Handout Part Four: Yearly Planning & Agency Goal Setting 4.1 Establish a Process for Setting Goals 4.2 Build Carrier Loyalty 4.3 Utilize Retention, Rounding and Referrals * Part Four Slides Handout
Contact Project Leader Jamie Behymer Director of Diversity, Inclusion & Young Agents