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IBFM's Common Questions
Our onboarding currently consists of the essential processes and procedures that a brand new leader needs to be equipped in the role. These are the following:
- HR Orientation
- Culture Training
- Insurance Training
- DMG Training
- Operational Excellence Training
- Business Compliance Training
- Leadership Development Training
The onboarding process primarily focuses on SOP familiarization, tools navigation, and the assurance that our added leaders are well equipped with the proper knowledge and standard that we have here at InsBOSS. Leadership Onboarding is more on the internal technicalities while Leadership Development Program focuses on our leadership skills.
The Leadership Onboarding process runs for 30 days. It includes the expanded 5-day Insurance Training, along with additional Leadership Development Program courses designed to support the leader’s transition into the role.
Yes, our Onboarding Specialist currently leads the mentoring of new CSAs and CSMs. In addition, we collaborate with various departments to provide in-depth training on role-specific deliverables and protocols. New CSAs and CSMs are also paired with buddies assigned by their respective Business Unit managers.
New leaders are provided with SOPs, training slides, session recordings, and assessments to ensure effective knowledge transfer and readiness for their role.
Leadership readiness is evaluated through CCS 2.0, ATH, and Strategic Planning assessments included in the onboarding process. Leaders must achieve a minimum passing score to be endorsed. If the standard is not met, a refresher session is conducted, followed by a reassessment.
All coaching and documentation templates are stored in the IOS drive. These are emailed and shared to all participants during training.
All L&D announcements and updates are communicated via email from ld@insboss.net or sent by the course or program facilitator.
You can submit training requests to ld@insboss.net. Course deployment will depend on the complexity of the topic and the time required for course design and development.