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  • Caliper Webinars
    For nearly half a century, Caliper has been helping companies achieve peak performance by advising them on hiring the right people, managing individuals most effectively and developing productive teams.  In these webinars, you'll hear Caliper clients share their experiences and secrets for success while Caliper consultants provide insights, ideas and guidance for achieving your management goals.

  • Young Producer Study
    The Young Producer Study was conceived and conducted by Reagan Consulting based on the belief that there is a great need and a strong opportunity to attract more young men and women
    into sales positions within the insurance agency and brokerage industry.
  • Marketing to Millennials
    Improving the effectiveness of your marketing to Millennials is no small undertaking. To be truly successful, you need to understand the social dependence these individuals have when communicating and the value they place on the opinion of others. Although much of Millennial marketing needs to happen online, don’t lose track of some traditional media like direct mail. As much as marketing has changed, traditional media can still be effective – just make sure it has a social component.
  • Replacing Retiring Baby Boomers
    What happens to that valuable experience and knowledge capital when a company’s baby boomers retire?  Statistics are provided as to how big a problem this really has become. 
  • Attracting the Brightest and the Best
    How can we attract today’s best and brightest younger workers to seek out careers in insurance? 
  • Encouraging Young People
    What steps can companies take to encourage younger employees to remain in the industry for the years ahead? 
  • InVEST's Steps to Attract Young People
    InVEST is working to brand insurance as a career choice at the high school and college level.
  • Student Internship Success Rate to Full-Time Employment
    This case study appears to justify the costs of insurance internship programs. Recruiting from any type of paid internship program can be effective. Giving young people a chance to perform in a live job setting permitted a significant number of them to impress the potential employer, and most of those young people who were actually offered jobs in the insurance industry jumped at the chance. However, this study also
    reveals that when student lntemships are combined with an InVEST program, those students were much better prepared. The combination of InVEST classroom training and student internshlps is the most productive combination for producing future insurance career employees.
  • Internship Guide
    The answer to the workforce development challenge is filling your agency or company with young professionals.  This guide will walk you through the important elements of internships and provide you with a framework for developing your own intern program.   Appendix I is a brief overview for you, the employer.  Appendix II is an in depth, “how to” resource for agents including sample forms.  Appendix III is an exhibit designed to help teachers and school administrators prepare their students for the internship experience.  Appendix IV is specific to High School Internships and sets forth the responsibilities of all parties.  Appendix V is a guide that can be customized with your agency name, and provided to your new intern to clearly articulate his/her internship program.
  • Job Shadow Guide
    This step-by-step guide will help you plan a job shadowing day at your agency or company.  Included is a planning calendar, invitation to the teacher, student roster and job shadowing choices along with host position activity summary.  Sample consent form, medical authorization, and media release form are also included. 
  • Job Shadowing- Ideas for a Successful Event
    Neal Montgomery, Travelers Insurance, shares his presentation on the benefits and the steps to running a successful job shadow day.
  • Write Effective Job Descriptions
    A well written job description can help snag the right candidate for the job. The job description is your employer’s introduction to the candidate, so it should be clear, concise and free of any grammatical or spelling errors. Here are five lessons for you to learn about creating effective job descriptions. 
  • War for Talent
    "Many students embark on their InVEST journey unsure of what to expect, but as the end approaches, they can say with certitude and sincerity that it has proven to be an experience that carries over into life beyond graduation."  Andrea Hernandez, InVEST graduate, St. Petersburg Catholic High School, FL
  • St John's University Study- War for Talent

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Encouraging Young People

What steps can companies take to encourage younger employees to remain in the industry for the years ahead? 

  • 70% of Young Agents surveyed by Insurance Journal 2010 would recommend a career as an independent insurance agent to another young person. 
  • Key factors- flexibility, challenge of identifying clients changing needs, opportunity for advancement according to Insurance Journal survey 2010
  • Key factors- flexible work environment, enjoy building relationships, and highly compensated according to Reagan Consulting survey 2010. 
  • Encourage them to join their Big I state association Young Agent program so they can network with other young insurance professionals.
  • 41% of agents involved in Young Agent program are under the age of 30, the rest are 31-40 according to Insurance Journal survey 2010.
  • Encourage their entrepreneurial spirit by mentoring them and providing leadership opportunities- 57% of agents in Young Agent program would like to own an agency someday- currently 25% are already in ownership capacity according to Insurance Journal survey 2010.
  • 68% of agencies surveyed by Reagan Consulting 2010 provided agency ownership opportunities to producers- most are based on production goals or thresholds.
  • Compensation program rather than ownership was more importance to young producers (under age 30) according to survey done by Reagan Consulting 2010
  • Allow the use of technology- 71% of Young Agents use facebook, 59% use LinkedIn, 71% use iPhone- text messaging according to Insurance Journal survey 2010.  
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