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This page is for the sole use of Murray Insurance Agents and all information herein is proprietary and may not be used without the written permission of a director of Murray Insurance Agency.

Growthsurance

Getting Started V2

  1. Login to the system
  2. Go to Knowledge Base (Murray) at the bottom left corner and do the Setup Steps
  3. Continue to look through all the other pieces of information in the Knowledge Base
  4. Watch these two vides:
    1. Topic: 10/25 Growthsurance Training on Version 2

Meeting Recording:
https://us02web.zoom.us/rec/share/_2OAvBFXbrsqtPHtbHl_thyZXZbEqXoj60utvHHdENm2crc4yhmmKeMbPlD8ig.17z4cEAPI9VrH9jP
Passcode: Murray#1

  1. Topic: 11/15 – Weekly Q & A and Managing your Outbound calls with GrowthSurance Meeting Recording:

https://us02web.zoom.us/rec/share/gbd89bCCxFOY8RxVTJ5qK7aC6eTn_BP5cYYsc27tXTCQv7utV3FBMQvVj5iaBzZW.Td7fouDD7kATr7AI?startTime=1668531639000
Passcode: Murray#1

  1. If need additional help, you can book an appointment with Spencer from Growthsurance https://cal.com/spencer-javier/asm

GROWTHSURANCE TRAINING VIDEOS

– Front office support and reception
– Assists with Faxing and Scanning of documents
– Oversees meeting/seminars/scheduled events etc.
– Coordinates assembly of materials needed for events
– Monitors all equipment and materials going to Agents

– Commission reconciliation questions – send email with reconciliation form request

– New Group Sales – all questions/assistance/in field training with NEW Group sales
– NO Referrals assistance – reach out to Rogers Benefit Group

– Business Development ideas
– Financial issues – not related to Commissions
– Escalation of Issues not being taken care of in a timely matter

– Advice on any Marketing Events and Community Outreach
– Content of Email, Mail and Text campaign
– Coordinates all Social Media activity

– Initial venture in to outside/inside Sales – one-on-one and classroom training
– In Field Support – need a colleague to join you on a Sales call to teach/support your activity
– Available for questions on most situations that may arise with a Sale of any product.