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  • 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.

  • 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.
  • 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.
  • 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. 
  • How can we attract today’s best and brightest younger workers to seek out careers in insurance? 
  • What steps can companies take to encourage younger employees to remain in the industry for the years ahead? 
  • InVEST is working to brand insurance as a career choice at the high school and college level.
  • 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.
  • 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.
  • 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. 
  • Neal Montgomery, Travelers Insurance, shares his presentation on the benefits and the steps to running a successful job shadow day.
  • 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. 
  • "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

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InVEST's Steps to Attract Young People

  • InVEST, the industry’s premier classroom-to-career program, has developed curriculum to teach insurance and business skills to high school and college students around the nation.
  • InVEST created Student Center for students to learn about careers and colleges that offer insurance programs- videos and interactive exercises. 
  • After completing an InVEST program 36% of students said the course increased their interest in working in the insurance industry.
  • IIABA and InVEST promoting Insurance Career Center to high school and college students.  Free internship posting and low-cost job postings.
  • InVEST graduates are 41% more likely than other students to consider a career in the insurance industry.   
  • InVEST offers assistance in establishing internship program for agencies to use in their office
  • InVEST provides webinars on creating job shadowing, field trip opportunities for students 
  • InVEST works with educators in 41 states to bring insurance into the classroom.     Free high school classroom materials and guest speakers
  • InVEST provides scholarships for student pursuing a career in insurance.  Since 1999 $480,826 has been awarded to 375 students.  This year $47,000 was awarded to 54 students
  • IIABA Diversity task force works to encourage students and individuals from all backgrounds to pursue a career in insurance
  • InVEST attends teacher conferences all over the country to spread the word about careers and insurance literacy. 
  • IIABA and state associations work with Colleges and Gamma Iota Sigma by inviting them to insurance events ( usually at no cost to the student) and attend career fairs and volunteer as guest speakers
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