Employee Resource Center

Employee Resource Center

Handbooks, forms, and training guides — all in one place.

• Handbooks

The Art Agency Operations Handbook

The Art Agency Employee Handbook (Draft)

• Tech Training Guides

Agency Zoom Leads Training

Agency Zoom Service Center Training

AMS360 CSR and Producer Training

New Business Workflow AZ-Pl Rater- AMS360

• Sales Training Guides

The Art Agency Sales Script

Insurance Made Simple Definitions

Overcoming Objections using Feel, Felt, Found method

Lead With Liability

Producer Daily Time Management Guide

CSR Job Process

CSR Daily Checklist

CSR Script Guide

• Onboarding & HR

New Hire Onboarding Checklist

Employee Separation Checklist

Employee Attestation Form

Technology Equipment Sign-out

Performance Improvement Plan

Non-Solicitation Agreement (needs legal review)

Non-Negotiables

Producer Comp Plan

CSR Comp Plan

• Management

Monthly Agency Audit Checklist

Monthly Customer Audit Scorecard

Weekly Pipeline Review

• Producer/ CSR Checklist

Daily Producer Checklist

Daily CSR Checklist