Ben Coles

Welcome to the Majdas Touch Insurance Team!

We are all really excited to welcome you to our team!
At Majdas Touch Insurance, we care about giving our employees everything they need to perform their best. As you will soon see, we have prepared your workstation with all necessary equipment. Our team will help you setup your computer, software and online accounts on your first day.
We’ve planned your first days to help you settle in properly. You can find more details in the training agenda, which will be sent to you after you have completed your onboarding paperwork. For your first week, we have also planned a few training sessions to give you a better understanding of our company and operations.
Our team is excited to meet you and look forward to introducing themselves!
If you have any questions prior to your arrival, please feel free to email or call me and I’ll be more than happy to help you.
We are looking forward to working with you and seeing you achieve great things!

With appreciation,

Majda Baltic

Founder.President.CEO

Basics

Tasks
Status
Date
Sign NDA
In Progress
Done
Complete Background Check
In Progress
Done
Fill Out Application
In Progress
Done
Watch Welcome Video
In Progress
Done
Sign Employee Contract
In Progress
Done
Sign Non-Compete
In Progress
Done
Fill Out W2/1099 Forms
In Progress
Done
Fill Out Direct Deposit Form
In Progress
Done
Send Picture of Drivers License
In Progress
Done
Send picture of SSN Card
In Progress
Done
Provide Headshot
In Progress
Done
Send User Created Email
In Progress
Done
Receive Training Agenda
In Progress
Done
Get Access to Training Videos
In Progress
Done

Training Tracker

Tasks
Status
Date
Day 1: HR & Benefits
In Progress
Done
09/04/24
Day 2: Tech | Software
In Progress
Done
09/24/24
Day 3: Office Basics
In Progress
Done
Day 4: Accord Applications - COI’s
In Progress
Done
Day 5: Mini Video Series
In Progress
Done
Week 2 Day 1: Carriers
In Progress
Done
Week 2 Day 2-5: Product Knowledge
In Progress
Done

Day 2: HR & Benefits

G Suite

Walk through of G Suite: side panel apps, where everything is, google documents, Gmail, etc.

Google Drive

Gmail

How to recall an email if accidentally sent.

DIBS Toolbox

Walk through of DIBS Toolbox: where everything is, contacts, sales pipeline, etc.

PL Rating

Walk through of PL Rating: where everything is, how to conduct a quote, what type of risks can be quoted, etc.
Carrier Setup
Real Time Passwords

Day 3: Office Basics

Office Roles

Information needed for each product line / Documents why do we need them?

How long it takes to quote different policies and why

New quotes checklist

Audit Requirements

How to file correctly and why

How to do a carrier check

View series

Day 4: Policy Holder Records, COI’s

Policy Holder Records Training

Day 5: Video Coverage Basics, Liab vs. Full, Excess Surplus -GA and Importance of Liability

Watch this coverage basics video including bundling, car dealer info, and warranties

Watch this: Liability vs. Full

Watch this: Excess Surplus, GA and Importance of Liability

Excess & Surplus Guide
77.4 KB

Week 2: Sales

Day 1: Carriers

Week 2: Sales

Day 2-5: Product Knowledge

On Demand Carrier Training:

Metlife

ARS Home Page, Select “Training Tools” on the side bar, read through the “Tip Sheets”

Foremost/ Bristol West

Insurance Continuing CE

Clearcover

Agents

Allstate

Personal
Trainings Page
Commercial
Trainings Page

Philadelphia

Resource Center