Beginners Zoho / CIG Training

It is our ambition to have an excellent training program at the Cool Insurance Group, LLC. To that mission we are creating ongoing training classes as well an providing our agents with recordings of those trainings that they can refer to at any time. Generally speaking, those classes fall under several different headings, such as;

  • Business Development Ideas
  • Insurers Classes (Humana, Anthem, etc.)
  • Technology and “How To” Classes (Certification)

DAY 1  AGENDA – Monday – 10AM-1PM – Day 1 Training Video

    • CIG Agent Profiles

      • Setup / Update Your Profile Video 

        • Front End Management – I will create login information for the CIG website. You can change your profile anytime you want.

        • Customization – Be creative. You can put anything you want out there. Sell yourself.

  • CIG Agent AuthorsYou owe it to yourself and CIG to share your knowledge and build your brand. This is one of the ways that you label yourself an expert in your profession. Write often. Tips, suggestions, healthy living, financial planning theory. Does not matter. You are the expert.

  • CIG Quote EnginesThese are more for us, than the public. 

    • Medicare Supplements – Great tool for quoting Medsupps.

    • Life – Term

    • Life – Final Expense

    • “ACA” or “Obamacare” – We have an excellent platform that allows us to intake our clients, and then arrange plans for them through Healthcare.gov, then return to our platform to finalize the deal. All in an hour or less.

To make this easier to digest, being that Zoho is fairly robust, we are breaking Zoho into training modules. Each module will provide you with relevant content, and you and pick and chose modules to train on.

We do highly recommend that you tackle the list from top to bottom because each module builds on information learned in previous sessions. Each page will have a comments box at the bottom which you can drop questions and comments in and I will try to answer them there. This way the next viewer (who might have the same question) will be able to see our discussion.

Module Training

  • Home PageFeatures, Functionality, Widgets

  • Email – All your accounts in one place. Not just Zoho mail.

  • Leads – OVERVIEW – Who is a lead? What are their purposes? How are they processed?

  • Contacts – OVERVIEW – The lifeblood of your Zoho. These are your clients and people you want to become your clients. They can also be vendors, friends, family, coworkers, etc.

  • Families – OVERVIEW – Their purpose and how we can group them.

HOMEWORK – After class meet with Todd 1-on-1 to complete setups, etc.  

(Todd will import your Humana clients for Day 2 training)


Day 2 – Tuesday – 10AM-1PMDay 2 Training Video

Module Training – “All about the people”

  • LeadsWho is a lead? What are their purposes? How are they processed?

  • ContactsThe lifeblood of your Zoho. These are your clients and people you want to become your clients. They can also be vendors, friends, family, coworkers, etc.

  • FamiliesTheir purpose and how we can group them.

  • Activities“Loose Ends”

HOMEWORK – “Scrubbing Humana”

Adding Anthem, Cigna, Medico, Mutual of Omaha, PDP Clients in Manually


Day 3- Wednesday – 10AM-1PMDay 3 Training Video

Module Training

  • Documents – In depth on how to find and create documents. A little overview on mail merge, but mostly this is about how to find documents and use them.

  • Reports OverviewVery important section. We will talk about all the functional reports you have access to, talk about any other reports you would like to see, and a little bit about how to create reports.

  • Campaigns Overview

  • Policies Overview

HOMEWORK – “Scrubbing Humana”

Adding Anthem, Cigna, Medico, Mutual of Omaha, PDP Clients in Manually


Day 4 – Thursday – 10AM-1PM – Day 4 Training Video

Module Training

  • PoliciesIn-depth dive into policies and how they are used in widgets, and in creating various reports

  • ReportsThe “big 3” reports you want to run daily, and other important reports to view as needs.

  • DocumentsA lot more discussion about using documents in Zoho, and how to print mailing labels. You will learn how to create generic documents. Mail-merge will be a separate day.

HOMEWORK –  Add Your 2020 Policies


Day 5 – Friday – 10AM-1PM

Module Training

  • Campaigns – This is how we track our ROI on everything we do.

  • Social – COMING SOON

  • Wrap up – Questions

HOMEWORK – Add Your 2020 Policies

ALL CONTACTS & POLICIES SHOULD BE COMPLETED BY MONDAY


Day 6 – Monday – 11AM-1PM

Follow-Up

  • Follow-up on Homework – Are all your contacts in Zoho? Are all your policies? How are your graphs? How are your reports? Are you keeping up with your loose ends?

  • Wrap-up on Training – Any last questions on this beginners course?

  • Adjournment for Course

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For all questions relating to Zoho functionality and/or training, please contact Todd Oldfield @ 859.654.0120 x1001 or by email to toldfield@coolinsurancegroup.com.

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