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Mentor Alignment
Jaxton Garner
Created on March 26, 2025
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Transcript
Alignment
Mentor
Spring 2025
objectivEs
Things to cover
- L&D Focus Group data comparison
- New Roleplay Scenarios
- Nesting Insights
- Wrap up
Focus Group Findings
September vs. February
February
September
Outbound work.
Consensus Point
ASO Plans, Commercial Plans, Financing.
What to cover more
Averaged an 8.9 among 4 responders
Role Alignment
Adherence.
Consensus Point
CxOne, Follow ups, CAT & Insurance.
What to cover more
Averaged an 8 among 3 responders
Role Alignment
New Roleplays
ASO & Commercial
These roleplays should be completed after the training of the content, typically two weeks into their nesting. Scored on the same scale and added to tracker.
From the feedback we're introducing roleplays for ASO, UAW, and Anthem commercial.
Expectations
New
Roleplays
New
New Roleplays
Nesting Insights
Nesting focus group data
Nesting Insights
Any and all insight that we can utilize in new hire training to best prepare our people for nesting and beyond!
Wrap up points
Catch all
Lil Different
Ready to go
No half scores
Alignment Notes & Reminders
BOOKING SCRIPT: Emphasis on agent checking for doublle booking opportunity.ALLEGRO: Interest rate corrections: Waived Interest at 29.99%
Script Call outs
We're shooting for perfect agenda adherence in training and your readiness to roleplay can make a huge difference!
Agenda Adherence
Scoring/Feedback
Handoff changes
Live Call setup
Headcount: 15
Agenda Call outs
Scheduled hand off after lunch at 1:00pm. Return to classroom at 3:00pm after second break. For "official" intro.Support Monday June 2nd may be necessary!
May 30th - End
May 27th
We're going off our 9 day training schedule due to the holiday Monday the 26th.
May 19th - Start
Your feedback and insights are invaluable to how we continue to improve our training.
Especially during class
All of us in 1 Email
Any of us are here
We always want to hear from you
Things come up randomly if we're ever in office you can always pop by and share any insights!
3 - In Office
training@truhearing.com is an email that will reach us all and can be easily CC'd in-case you ever want to quickly tag us into something, or send us all files.
2 - L&D Email
We're also always available over teams during a new hire class, or otherwise. Including all of our mutual groupchats.