Project: "On Boarding" Manual & Presentation
Client: A large Insurance & Financial Services company
Situation & Solution:
A large Insurance & Financial Services company was presented with the overwhelming task of training and registering agents under a different broker/dealer in a very short time frame. To help manage the volume of information necessary to switch these agents from their current broker/dealer to their new one, the client asked LyonShare Marketing to write, design, organize, and manage their training presentation and manual.
To ensure timely delivery, LyonShare worked day and night. After collecting input from numerous client sources, LyonShare transformed all of the raw content into one cohesive, and easy-to-understand 200-plus-page manual and PowerPoint presentation. The final products were delivered on time and received tremendous client satisfaction. Additionally, the agents provided resounding positive feedback on the manual’s clarity, thoroughness and ease of use.
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