New Case Training Program

We are reviewing the New Case training program and would like your feedback to help us make enhancements to that training. Please rate your level of satisfaction with each of the aspects listed below of the New Case training you received in the past 8 months.

If you assisted or mentored a person who attended new case training in the past 8 months, please rate the training based on the knowledge of the trainee.

There is a comment box following each question for suggestions on how to enhance the training or other suggestions you want to include. Thank you for taking time to complete this survey.
Name: 


Training received on contracts and products:
No information at all
Not enough information
Satisfied with the amount of information
Too much information


Comments:


Training received on the GMR screens used for setting up new cases:
No information at all
Not enough information
Satisfied with the amount of information
Too much information


Comments:


Training received on reading the SalesXpress remarks and the text Information:
No information at all
Not enough information
Satisfied with the amount of information
Too much information


Comments:


Training received on reading/reviewing the Group Application and other new case documents:
No information at all
Not enough information
Satisfied with the amount of information
Too much information


Comments:


Training received on using the checklist and eManual as resources when setting up a new case:
No information at all
Not enough information
Satisfied with the amount of information
Too much information


Training received provided the basic knowledge needed to set up a new case:
No information at all
Not enough information
Satisfied with the amount of information
Too much information


Comments:


The following questions do not apply to HPS or EDGE new case training:


Training received on reviewing the underwriter approval note, sold to manual rates, and updating the GMR accordingly:
No information at all
Not enough information
Satisfied with the amount of information
Too much information


Comments:


Training received on the Welcome call, Welcome Letter and Ken Letter:
No information at all
Not enough information
Satisfied with the amount of information
Too much information


Comments:


Training received on the Policy and Certificate Language and how policy specific details are pulled from the GMR screens:
No information at all
Not enough information
Satisfied with the amount of information
Too much information


Comments:


Training received on setting up eServices on new cases:
No information at all
Not enough information
Satisfied with the amount of information
Too much information


Comments:


Add any additional comments you have regarding the New Case Training:




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