The Challenge
When Bruce stepped into his role as Agency Director at Liberty National, he was tasked with rapidly scaling his team of insurance agents to meet ambitious growth targets. The primary challenge was to ensure that new agents, who come from a variety of backgrounds, could be efficiently onboarded, trained, and licensed. Bruce needed a reliable solution to deliver consistent, high-quality training, accommodate different learning styles, and provide real-time progress tracking for managers. At Liberty National, it is essential that the onboarding process is seamless for agents to prepare for state licensing exams quickly and confidently.
The Solution
Bruce discovered ExamFX as a learner himself and has found ExamFX platforms helpful as an effective candidate training solution that can keep pace with Liberty National's growth goals.
Liberty National has found the ExamFX learning platform, the Elite Learning Platform, and candidate management system, Elite Analytics, to be invaluable in preparing candidates to pass their certification exams. The chapter quizzes and videos are particularly helpful to the study process, as they uncover areas where further study may be required. The platform is designed to guide candidates back to content areas they need to review, ensuring a comprehensive understanding. The progressive nature of the platform ensures that candidates understand the material before moving on to the next section of the course, which significantly aids in retention and prepares them thoroughly for the state test.
"As an Agency Director, having a system that I can get through, anybody can get through. It's just the ease of use. It's just an amazing platform." - Bruce Fletcher, Liberty National Agency Director
Managing a Growing Team with Elite Anlaytics
Managing a team with ExamFX has been seamless for Bruce; Elite Analytics is user-friendly and intuitive, making it easy for anyone to navigate. It provides excellent visibility into each candidate's progress, allowing managers to track their readiness for state exams accurately.
Each morning, Bruce receives candidate progress reports and candidate study remediation tips directly in his inbox, providing him with immediate insights that allow him to plan his day strategically. This access to data ensures he can address any issues promptly and focus on areas that need attention most.
Strategic Account Partnership
Bruce also benefits from a close, strategic relationship with his ExamFX Account team.
"Our Account Executive answers me quickly when I call. He is very professional, easy to talk to, and eager to help. It's just been a pleasure working with Jack and the ExamFX team." - Bruce Fletcher, Liberty National Agency Director
Overall, the support and structure offered by ExamFX have been instrumental in helping candidates succeed.
The Results
By implementing ExamFX, Bruce maintains a smooth transition for recruits from new hire to agent installation. Having an effective training program that he can rely on allows Bruce to focus on hiring qualified, passionate people.
He can easily track his hire-to-pass ratio, the number of people who actually pass their exam on the first try. From starting their first chapter through course completion, Bruce can easily track the progress of his recruits.
"Working with ExamFX It's been WOW! It has been smooth. It's just an easy transition from hire to working. It's smooth to get candidates through. It's a dance, and this is a smooth dance from hire to installing them as an agent." - Bruce Fletcher, Liberty National Agency Director
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