E3 Model

We educate our agents in several ways. If they are a new agent then they are placed in 2-3 day Medicare 101 course, as well as carrier training and ride along with other seasoned agents and managers. For continuing education, we hold trainings virtually and in person with our training staff on a bi-monthly basis. Angel Dugas is our training coordinator and coordinates all trainings both virtually and in person. She holds weekly virtual coffee talks. Our team leaders and Angel are involved in all trainings. We try to hold monthly specific carrier training – it varies between carriers. We are known throughout the industry as having the most well trained and compliant agents. In the past, my team and I were asked by a local carrier (BCBS of LA) to train their agents on seminar presentations, create their new agent training binder and personally train their agents. This type of in-depth training assists our agents in having confidence in the field which in my opinion empowers them to sell more, they have confidence in helping the client with decisions as well as answering questions in the community with confidence.