How to transfer or forward (including voice mail messages) How to put customers on hold How to dial out How to mute a call or put it on speaker How to use dial numbers (if available) How to record conversations (if available) How to access voice mail through email (if available) Later in your orientation, you will be introduced to some common sense techniques for using the phone to deliver quality customer service. In the meantime, try to become familiar with the capabilities of your system. If there is a booklet, cheat sheet, or set of instructions for the system, ask for a copy. Exercise: 30 minutes The Computer No doubt you’ve had some experience using personal computers, either in a prior job, at school, or at home. Most independent insurance agencies today are highly dependent upon their computer network to capture customer information and to communicate. Typically, the agency computer system uses internet based programs such as Internet Explorer, which allows the customer data management system to connect to insurance company computers. Before you using a desktop computer or your agency’s automation system, you’ll need information on access and procedures. Assignment: 1 hour
How to transfer or forward (including voice mail messages) How to put customers on hold How to dial out How to mute a call or put it on speaker How to use dial numbers (if available) How to record conversations (if available) How to access voice mail through email (if available) Later in your orientation, you will be introduced to some common sense techniques for using the phone to deliver quality customer service. In the meantime, try to become familiar with the capabilities of your system. If there is a booklet, cheat sheet, or set of instructions for the system, ask for a copy. Exercise: 30 minutes The Computer No doubt you’ve had some experience using personal computers, either in a prior job, at school, or at home. Most independent insurance agencies today are highly dependent upon their computer network to capture customer information and to communicate. Typically, the agency computer system uses internet based programs such as Internet Explorer, which allows the customer data management system to connect to insurance company computers. Before you using a desktop computer or your agency’s automation system, you’ll need information on access and procedures. Assignment: 1 hour
IIANM%20Employee%20Orientation%20Manual.docx