Training.

The Big “I” Virtual University offers multiple training options to get your new, new to the industry, or seasoned staff trained.

New Agent Training

The VU is pleased to offer Basics and Beyond – a dynamic and flexible training program for new agents from the Big “I” Virtual University. Provides 3 to 24 hours worth of training and designed exclusively for independent agents. Select your state catalog and register.​

exceed

Exceed is ideal for both for new to seasoned employees. Microlearning through easy-to-consume, smartly explained videos. Complex issues are broken down into real-life practical examples. Agency principals can monitor progress and create a dashboard. Reinforcement is built in. 

ABEN Online E&O

E&O Education and Risk Management Resources. Select your state catalog and register.

Virtual University classes

A robust catalog is available and organized by line of business to help drill down to the area that you prefer to explore. Want to know your education options?

Risk & Reality Reports

Complex issues explained simply from condominiums to advanced liability issues to certificates of insurance. 

Earn the ACSR Designation

The Accredited Customer Service Representative (ACSR)​ designation conveys commitment to excellence in customer service and professionalism and can be earned through many Big “I” state associations. Questions? Contact your local Big “I” state education.

*Big “I” Member Discount Available.

Strategic Assessments.

A full suite of employee assessment instruments and hands-on guidance to help you achieve your business objectives are available through Ranahan Business Consulting.


PRO TIP: We recommend the Step One Survey II in combination with the Sales Indicator. The important factor about the assessments is there is a built-in distortion score for the SOS II, Sales Indicator and PXT. That means the system knows if someone is candid and consistent with their answers.

SOS II

It measures work ethic, integrity, reliability and attitude toward substance abuse in the workplace.

Sales Indicator

 It measures the core competencies for Sales, and I used a benchmark for successful insurance agents to gauge the fit.

Customer Service Profile Financial Services

It measures key behavioral characteristics and vocabulary and numeric proficiencies.

A sample customer service profile is available for review here and a risk-free consultation is available to help select what is best for your needs and design an approach that will work for you. Call 800-988-2991.




Talogy’s Caliper Profile.


Employee Assessment & Talent Development Solutions.

Talogy (previously PSI Caliper) provides a deeper, more comprehensive suite of talent-management solutions that can be used throughout the entire employee lifecycle – from selection to succession.

The depth of Talogy’s expertise starts with the Caliper Profile, a proprietary employee and applicant assessment instrument that accurately measures an individual’s job-performance potential. In essence, it’s an objective assessment that helps you find out which person is best suited for a given job based on their intrinsic motivation relative to the role’s responsibilities. With the right people in the right roles, you’ll increase productivity, employee engagement, and profitability.

Employment Testing & Assessments.

As part of any hiring process employers need to gather as much relevant information about potential candidates as possible. The problem is that some of the traditional methods of getting to know candidates — resumes and interviews — often don’t provide a true insight into the potential new hire.

Here are some tools to help you assess a candidate’s personality, their technical knowledge and other traits to help you make successful hires.

Employee Lifecycle.

The assessment data can be utilized throughout the employee lifecycle including: selection, development, promotion, team building, and succession planning.

Investment.

Talogy is offering all Big “I” members (new clients, only) a free Individual Development Guide with the purchase of your first Caliper Profile – a $100 value, along with these powerful benefits:

  • 10% discount on hiring assessments.
  • 10% discount on staff development tools.

Expert consultants who can help you in all areas of talent management.

Quick Reads.

Using pre-employment assessments in the selection process. Hiring trends by the numbers, the challenge, cost of a bad hire, common hiring mistakes, tips and more in this downloadable 8-page PDF.

Developing your team: What makes a successful salesperson? Guide your sales reps in developing six habits of successful salespeople.

Why every manager should be a coach, not a boss. The value of coaching and dive into managing as a coach.