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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.

1 - Teams