“Knowledge is power in the Insurance Industry,”
says AidmyAgency.com founder and CEO Robert Jaramillo. “ And
better-training means mores sales, higher customer retention and
Although sales training gets more attention, very often it’s the
“nuts and bolts” professional training about a company’s processes
and internal systems that gives salespeople the comfort to prospect,
present and close effectively. Nowhere is this more the case than in
the Insurance Industry.
Robert Jaramillo, a long time insurance executive from
Chicago, Illinois, recently founded the eLearning company
AidmyAgency.com to provide vital professional education to
insurance industry professionals in a simple and cost effective online
video format. I recently spoke to Robert about his new company.
“At AidmyAgency.com our mission is to help insurance
professionals build their books of business through world-class
professional online video training,” he says, noting that his new
company solves a widespread problem in the insurance field.
“The fundamental responsibility of an insurance agent is to
provide the best available service to the client. This means providing
quick and accurate access to multiple quotes where appropriate.”
CEO Robert Jaramillo
Unfortunately the training necessary for this level of service is a
rarity in the Insurance Industry where the many carriers each have
their own, sometimes byzantine, system for creating quotes. The
complexity of these systems often intimidates agents and prevents
them from exploring the full range of options available for their clients.
“A lack of proper training is a real handicap,” he says. “If a
producer isn’t used to writing certain products, he’ll lose all sorts of
cross-selling opportunities. For example: if he normally sells auto and
home insurance, but is approached by a client with requests for a
quote for business insurance, he won’t know how to respond or even
gather the minimum information required to work on a quote if he’s
untrained. And often agents may not even be able to explain the
basics of coverage to clients who are ready and able to buy. This isn’t
good for the client, the agent or the agency.” These situations cause
even experienced agents professional embarrassment.
Robert goes on to say that agents will often deal with their own
lack of expertise by referring clients to someone else, a practice that
has risks of its own.
“When the original agent refers his client to somebody else in
the agency that other agent might mishandle the client. Even worse, if
they refer to an outside agent the client may end up taking all their
business elsewhere. Referring when you should be able to handle
the business yourself is an unnecessary delay and complicates what
could be an easy sale.”
He points out that AidmyAgency.com will help fill this gap in
“To give your client the superior service you must be able to
present to them the broadest range of suitable options. You should
know who provides the finest coverage plans, the lowest prices, the
best claims practices, and responsive customer service.
Learning different underwriting guidelines, product highlights,
and software systems ensures you will be able to quote all necessary
carriers and provide the best options for the insured. This improves
all aspects of your business: new business, renewals and
endorsements. You will capture opportunities instead of losing them.”
Robert expects insurance professionals to embrace the growing
library of online video tutorials at AidmyAgency.com and he thinks the
service his company offers will be soon be the go-to resource for
training systems in the industry.
“There’s no downside to better trained agents,” he concludes.
“Clients will get better service and coverage, agents will build larger
and more profitable books of business, and agencies will know their
policies are being presented correctly and confidently in today’s
competitive insurance market.”
Check out the website at AidmyAgency.com and follow them on
where you can even request a customized series of video tutorials.