Skills Assessment

Fill out this form for us to assess your skills and determine which areas we can help you improve your skills.

Skills Assessment

First Name

Last Name

Phone

Availability

How many hours a week do you have available to commit to working as an insurance agent?

0 to 10

10 to 20

20 to 30

30 to 40

Whatever it takes!

Are there certain days of the week you are not able to work?

Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Sunday

Is there certain time of day you are not available?

Mornings

Afternoons

Evenings

Others

Social Media Literacy

Do you have an active Facebook Account?

Yes

One a scale of 1 to 5, how would you rank your knowledge of Facebook? (1 is Poor and 5 is Great)

Do you use Facebook to market your business? If so, please paste your Facebook account link below or type the word NO

Do you have a LinkedIn account? If so, please paste your LinkedIn account profile link below?

Do you have a Twitter account? If so, please paste your Twitter account link below?

Computer Literacy

On a scale from 1 to 5, rank your ability to use the tools or software below (1 is Poor and 5 is Great):

Microsoft Office Suites (i.e. Word, Excel, PowerPoint etc)

File Management (i.e. copy, saving, and sending files on your comptuer)

Are you familiar with creating videos and sending them from your phone or computer?

Yes

Are you familiar with the internet browser functions listed below? Select all that apply.

How to save your passwords in Google Chrome and find them

How to change browsers

how to clear your history

How to create tabs and bookmarks on your internet browser

Not familiar with any of these

Are you comfortable using the virtual meetings software below? Check all that apply.

Zoom

Microsoft Teams

GoTo Meeting

Ring Central

Not familiar with any of these tools

Are you comfortable using PowerPoint or Google Presentation?

Yes

Do you know how to send videos and files via text message?

Yes

Presentation Skills

On a scale from 1 to 5, how comfortable are you reading aloud or doing a formal presentation in front of a group of people?

Do you own a laptop?

Yes

Do you own an iPad?

Yes

Personalized Training

Would you like additional training in any of these areas? If so, which one/s?

Texting

File Management

Social Media

Microsoft Office Suites

PowerPoint/ Google Presentation

Internet Basics

List any areas of specialized training you need.