business solutions trainer guide 2018 solutions trainer guide...2. mgm or field leadership emails...

Business Solutions Trainer Guide

2018

BUSINESS SOLUTIONS TRAINER GUIDE 01.18.18 2

Welcome to the new year where we will partner to Build the Dream in 2018!

We would like to thank you for your servant leadership and dedication to developing and educating new producers in the Business Solutions marketplace. Your knowledge, leadership, and teaching will help transform the lives of so many this year!

Please set aside some time to review every page of this Trainers Guide. This guide serves as a resource for your role and responsibilities as well as valuable information about processes.

At the end of this guide, you will find an Acknowledgement form. After reviewing this guide, please sign and return the Acknowledgement form to Trainer Support.

Your trainer support team is here to assist you and we look forward to working with you this year!

Sincerely,

Your Support Team:

Melissa Wilder SVP of Business Solutions Field Sales 214-263-3546 [email protected]

Shawntay Skjoldager Sr. Director, Training and Development Office: + (580) 272-3476 [email protected] Trainer Support Available M-F from 8:00 a.m. – 5:00 p.m. CT [email protected] 580-436-5920 Inquiries answered within 2 business days.


ContentsTraining Program Overview ................................................................................................... 4

Certification and Field Trainer Selection and Appointment Process .......................... 5

Trainer Requirements .............................................................................................................. 6

Trainer Expectations ............................................................................................................... 8

Trainer Disciplinary Actions .................................................................................................. 11

Course Administration and Facilitation ............................................................................ 13

Set Up a Training Class ..................................................................................................... 13

Class Preparation ............................................................................................................... 18

During Course ..................................................................................................................... 20

After Class ............................................................................................................................ 21

Trainer Payment ................................................................................................................. 22

Field Training Compensation .......................................................................................... 24

Field Training Conflicts/Disputes .................................................................................. 25

Training Expenses ............................................................................................................. 25

Trainer Resources ................................................................................................................. 26

Training Tips ....................................................................................................................... 26

Training Tools ...................................................................................................................... 27

Corporate Sites ................................................................................................................... 27

Trainer Forms ......................................................................................................................... 28

Pre-Certification Training Checklist ............................................................................. 28

Post-Certification Training Checklist ............................................................................ 29

Joint Enrollment Checklist .............................................................................................. 30

Field Training Checklist (for Field Trainer Use Only) ................................................. 34

Assigned Field Trainer Payment Request Form ........................................................ 35

Trainer Application ............................................................................................................ 36

Trainer Terms & Conditions ............................................................................................ 38

Business Solutions Trainer Guide Acknowledgement Form ................................... 39

LMS How-To Guide ................................................................................................................ 40


Training Program Overview The Certification and Field Trainer training program has been developed by LegalShield to leverage the skills and knowledge of experienced producers to train and develop more producers. Certification and Field Trainers accomplish this by sharing their knowledge and expertise in training classes and through in the field training. Employee Benefits Certification Training (EBCT) Employee Benefits Certification Training is designed to prepare associates to market LegalShield’s legal and identity theft services as an employee benefit. This training is required in order to sell to groups. Course hours may vary from 8-12 hours depending on the current certification curriculum. Online supplemental training is posted in the Learning Management System (LMS) and is highly encouraged for optimization of the training. This training is conducted by State and Market Trainers.

Commercial Drivers Legal Plan Training (CDLP) Commercial Drivers Legal Plan training is a five-hour certification training designed to prepare associates to market the Commercial Drivers Legal Plan. This training is required for an associate to sell a Commercial Drivers Legal Plan - individually or as an employee benefit. Please note the requirements of the Employee Benefits Certification training also apply to selling CDLP to groups. This training is conducted by CDLP Trainers. Field Training The Field Training program has been developed by LegalShield in an effort to leverage the skills of experienced producers to support associates in local markets and further develop their sales skills. Field trainers offer their experience and expertise in opening new groups and small business accounts as well as servicing existing groups and small business accounts. Field Training is conducted by all trainers- Market, State, CDLP and Field Trainers. Note: Any associate can field train other associates. Only corporate approved Field Trainers are promoted by the corporate office and receive payment/compensation for field training.


Certification and Field Trainer Selection and Appointment Process Trainers are appointed by the LegalShield Home Office at the recommendation of field leadership based on the trainer candidate’s production, performance, personal membership retention, associate complaint history and personal standing with the company as well as the candidate’s established leadership in his/her local market. Trainer Selection and Appointment Process 1. MGM or Field Leadership identifies potential trainer(s) and explains

trainer requirements and expectations. 2. MGM or Field Leadership emails recommendation to

[email protected] for review or the Associate submits a self-recommendation for consideration as a trainer.

3. Corporate will review the recommendation and the potential trainer’s production, resume and LegalShield history to determine eligibility and fit as a certification and/or field trainer.

4. Once a decision has been made, Trainer Support will notify the Trainer candidate.

5. Newly appointed Trainers will be onboarded by Trainer Support and/or the MGM and provided with all necessary information including the Trainer’s Guide and Trainer Contract.

6. Newly appointed trainers will be approved to schedule trainings and earn compensation after they have completed training and all required paperwork. Training includes: a. Attending a training with an experienced State Trainer (approved

by the Corporate Office) b. Attend the Train the Trainers event

Train the Trainer (T3) Events Periodically, LegalShield will host Train-the-Trainer (T3) events to train trainers on new and/or updated policies, procedures, best practices, and revisions to training materials, presentations, or processes. The Train-the-Trainer event will be announced in advance with event details and location. Trainers are highly encouraged to attend Train the Trainer events.


Trainer Requirements Every trainer is expected to meet or exceed the following training requirements in order to be appointed as and maintain Trainer status. Employee Benefits Certification Trainer Requirements: • Must attend a corporate approved Employee Benefits Certification

course within the past 12 months • Must complete the following online Supplemental courses in the

LMS: • 212 - IDShield Product and Features • 214 - IDShield Dashboard • 441 - Learn about the company • 444 - Understand the differentiated service delivery model • 452 - Small Business Legal Plans • 453 - GoSmallBiz.com • 454 - CDLP • 455 - Specialty Plans • 459 - Rules and Policies • 460 - Licensing and Compliance Requirements including ERISA • 461 - Learn about LegalShield Advantage, Associates Only Back Office, and

Personal Websites • 462 - Compensation and Incentives • 484 - Teaching Usage and Servicing Accounts - Overview • 525 – Group Business Processing: Group Eligibility Requirements • 526 – Group Business Processing: Group Paperwork • 527 – Group Business Processing: Group Websites and Electronic Enrollment

• Have a minimum of 250 personal sales • Opened a minimum of 3 groups • Have sold a minimum of 35 small business sales • Must maintain a personal persistency that is within 3 percentage

points of company average measured by Performance Club retention.

• Be in good standing with the Company • Be willing to field train, host/attend calls and events

CDLP Certification Trainer Requirements To become a CDLP certification trainer, the Associate must meet all of the requirements of the Employee Benefit Certification Trainer and must have a minimum of 100 CDLP sales.


Field Trainer Requirements To become a Field trainer, the Associate must meet all of the requirements of the Employee Benefit Certification Trainer.

Trainer 90-Day Probationary Period Upon appointment as a Certification or Field Trainer, the trainer will be in probationary status for 90-days. During the 90-day probationary period, the trainer will be required to: • Complete online Small Business Training with GoSmallBiz.com • Attend or hold (if a Certification Trainer) a live Employee Benefits or

CDLP Certification Training • Complete the required Supplemental courses, if any remain • Register and listen to the monthly trainer’s call (live or on-demand) • Register and listen to the weekly B2B call (live or on-demand) • Do one of the following:

o Host a B2B event/call o Attend a B2B event/call o Mentor/field train

Additional requirements may be set by the corporate office including but not limited to production or participation. Failure to meet these requirements may result in removal of trainer status. Maintaining Trainer Status Trainers must meet the following standards to maintain trainer status: • Listen to the monthly Corporate Trainer Calls live or on-demand

within 7 days • Hold a minimum of 6 trainings per year • PC Qualify every month • Once per quarter do one of the following:

o Open a new group o Sell a small business plan o Recruit a new associate o CDLP Certification Trainers will also need to make one CDLP sale per

quarter Trainer Assigned Territory Certification Trainers are assigned a specific region/territory in which to conduct trainings. However, these territories are not exclusive. Trainers must be pre-approved to hold certification trainings outside of their assigned region/territory. Trainers can submit their request to Trainer Support via email for approval.


Field Trainers are not assigned a region/territory as there are no territory exclusives. However, Field Trainers are encouraged to focus on their local market.

Trainer Expectations In addition to the terms of the contract, the policies, and the guidelines, trainers are expected to represent themselves and the company professionally by doing the following:

• Use Correct Trainer Title Structure. It is important for all Independent Associates to represent themselves and LegalShield in a consistent manner. “Independent Associate” must always appear in addition to the Trainer Title. The correct titles for Trainers are:

State Trainer OR Employee Benefits Trainer

CDLP Trainer OR Business Solutions CDLP Trainer B2B Field Trainer OR Business Solutions Field Trainer Market Trainer OR Business Solutions Market Trainer

• Stay Informed. Trainers are expected to stay informed about what is happening in the company by listening to conference calls and reading the weekly newsletter. o Business Solutions Trainers Call - (All Trainers)

§ 3rd Thursday of the month at 4 p.m. CT § Listen live or to the replay using the call link provided in the email.

The replay is available 1 hour after the call o Business Solutions Call

§ Monday at 11 a.m. CT § Listen via the phone line: 712-432-8970, PIN 775# or online using

the call link provided in the newsletter. The replay is available 1 hour after call using the same call link.

o CDLP Call § 3rd Friday of the month at 10 a.m. CT § Listen via the phone line: 712-432-8960, PIN 775# § Replay available in the Associates Only Back

Office>Events/Calls>CDLP Call

• Host B2B Events. All Trainers should make an effort to host and attend as many local events as possible specifically the B2B events. These include Decision Maker Luncheons, and GWC-Go Walk Your Community activities as well as Weekly Briefings, Super Saturdays, and Conventions.


• Notify Corporate When a Change in Associate Information Occurs. In the event there is a change to your Associate information, please notify Trainer Support at [email protected] to report any changes to any of the following areas: o New Associate Agreement o Name Change o Shipping Address Change o New/Alternate Email Address o New/Alternate Contact Number

Certification & Field Trainer Code of Ethics: Certification trainers and Field trainers work together to ensure each new trainee has the help and support needed to apply classroom knowledge in the field to increase production. Certification and Field Trainers:

• Will not place one organization’s needs above another and will treat each associate fairly.

• Must maintain a personal persistency that is within 3 percentage points of company average measured by Performance Club retention.

• Must remain in good standing with the company. • Will be honest, trustworthy and above reproach in the classroom within

his/her business. • Must use and promote only the corporate approved materials and

presentations. • Will not sell any materials without approval from the SR Director of

Training or VP of Business Solutions. • Will not pressure class attendees to purchase food items from venue. • Will always represent him/herself as an Independent Associate. • Will promote all aspects of the Business Solutions and Network Divisions

including: CDLP, Small Business, Broker, Affinity and Network. • Will properly and fully explain the plans and programs of the company to

any potential group, member or associate. • Will conduct availability checks and clearances before contacting a

prospective group. • Will abide by the Golden Rule for Network and B2B business. • Will properly and fully explain and uphold the Golden Rule of the

company to the field, trainees and organization. • Understand group accounts are the sole property of LegalShield and can

be reassigned to another associate at any time without notice. • Will not solicit any active accounts that are assigned to another

LegalShield Independent Associate to obtain an Agent of Record Letter. When encountering an existing account, trainers will follow the Golden Rule and bow out gracefully. Trainers will contact Client Services in the event an account needs to be serviced by the assigned associate.


• Will maintain production requirements. • Will complete all required training activities:

o Attend Corporate-held Trainer calls as scheduled or listen to the replay within 7 business days of the call

o Hold a minimum of 6 trainings per year o PC Qualify every month o Once per quarter do one or more of the following:

§ Open a new group § Sell a small business plan § Recruit a new associate § CDLP Certification Trainers will also need to make one CDLP sale per

quarter.


Trainer Disciplinary Actions Trainer Infraction System LegalShield expects trainers to maintain professionalism and adhere to all terms of the Trainer contract as well as all policies and guidelines. In the event a trainer does not adhere to terms or does not comply with policies, the trainer may receive an infraction.

Trainer Infractions System Breakdown


The degree of violation depends upon the type of infraction that occurs. Infractions with a Level 2 or 3 first occurrence will be limited to the maximum number of occurrences listed for that specific infraction. For example, a trainer with two infractions received for altering corporate materials within the same 12-month span will face removal of Trainer status and/or possible termination. A trainer with one infraction received for altering corporate materials within the same 12-month span of receiving an infraction for failing to meet production quotas would receive a formal warning and/or be placed on probation. Trainers incurring 3 or more infractions within a 12-month period could be removed from their Trainer positions at the time of the 3rd infraction.

Trainer Complaints Complaints filed on a Trainer should are sent in writing to Trainer Support. Once the written complaint has been received it will be reviewed. The outcome of the complaint will be determined by Corporate based on the Infraction System, if an infraction has occurred. The most common complaints are misrepresentation, miscommunication, favoritism, unprofessional behavior and unethical business practices. Trainer Termination LegalShield reserves the right to remove a Trainer without notice. Violation of the Trainer Contract, training guidelines and polices & procedures will result in corrective action including but not limited to probation, removal of trainer status and termination as outlined in the Trainer Infraction System. All provisions and requirements are subject to change without notice.


Course Administration and Facilitation Set Up a Training Class Setting up a class properly is essential for the trainer and Corporate Office to promote and prepare for an upcoming class. Please follow the steps: 1. Select a Date: Review the local calendar and/or speak with Field

Leaders prior to setting a date or location. Note: A training will not be approved if the date occurs when month end falls on a weekend, Monday or Tuesday.

2. Select a Location: It is recommended that a training course be held in a private location, preferably not in a restaurant, and has classroom style seating.

3. Set Class Time: Trainers are responsible for ensuring the content/material provided by the Corporate Office is presented in its entirety. The minimum class time requirements are defined below and any changes to these minimums must be pre-approved by the Corporate Office:

a. EBCT: 1 day, 8 hours or 2 days, 12 hours, excluding break and lunch.

b. CDLP: 1 day, 5 hours, excluding lunch and breaks. 4. Submit Class for Approval 20 Days in Advance: All training requests

should be submitted at least 20 days in advance of the class but no more than 90 days prior. Once a class request has been submitted, it will go into pending status until it is approved by the Corporate Office. Errors and omissions will delay the approval process. While in pending status, the training will not be open for registration and cannot be promoted. All classes, up to three months in advance, will be approved/denied within 1 business day, unless the class requires additional research.

5. Certification Trainers should email his/her recommendation for the Assigned Field Trainer within 48 hours of receiving the course approval email. Final approval for the Field Trainer is determined by Corporate but Corporate will attempt to accommodate requests when possible. After the Assigned Field Trainer has been designated by Trainer Support, the Certification Trainer and the Field Trainer will be notified, and the Field Trainer will be added to the training roster. At this time, the Field Trainer should submit GWC locations and dates to the Certification trainer for inclusion in the class presentation.

Set Up a Flat Rate Training Class Flat Rate trainings are designed to assist Certification Trainers in smaller markets where covering the cost of the training venue can be challenging. Flat Rate compensation is $1,000 for a 12-hour, 2-day course and $500 for an 8-hour, 1 day course. Compensation is subject to change during promotional events. To set up flat rate training, follow these steps:


1. Submit Request. Trainers must request the Flat Rate training via email to Trainer Support prior to creating a class request in the LMS.

2. Wait for Approval. The Flat Rate training must be approved by the Senior VP of Business Solutions Field Sales and/or the Market General Manager (if applicable).

3. After Receiving Approval:

o Submit the venue contract, cost, and location to Trainer Support for approval. LegalShield will cover the cost of the venue for Flat Rate trainings.

o Follow same steps as listed above for setting up the class.

4. Thursday Prior to Class. There must be 5 or more pre-Registered associates the Thursday before the training takes place or the training will be canceled and the Trainer will not be compensated. If the trainer anticipates less than 5 attendees, the trainer should contact Trainer Support for guidance or an exception. In smaller markets with a reasonable venue cost, a minimum of 3 will be required.

Assigned Field Trainers for Certification Trainings All corporate approved Field Trainers (unless otherwise specified) will be added into a Field Trainer rotation. One Field Trainer will be assigned to a class for every 10 First-Time attendees. The class assigned Field Trainer will be required to commit to conducting 2 Go Walk your Community (GWC) activities within 30 days following a training class as well as attend all hours of the assigned certification training class. The Corporate Office will promote Field Trainers based on their home state/province and by specialty. Field Trainers are encouraged to communicate with local Field Leadership (MGM, NVP, Market and Certification Trainers) to promote the Field Training program. Field Trainer responsibilities: • Accept the request to serve as a Field Trainer for a particular class

within 48-hours. After the 48-hour time period, Trainer Support will reach out to another Field Trainer for the class.

• Submit GWC dates and locations to class certification Trainer • Download GWC roster and payment form • After the GWC activities have been completed and no later than 45 days from

the certification training date, the Field Trainer mus submit the completed GWC roster and Field Trainer payment form to Trainer Support

Field Training Fees There is not a cost for Field Training. However, it is recommended Trainees working with a Field Trainer split business resulting from the training with no more than 50% going to the Field Trainer to compensate them for their time and experience. Field Trainers should always complete the Joint Enrollment Checklist with their Trainee to clarify each person’s roles and responsibilities (see Trainer Forms). A


completed Joint Enrollment Checklist signed by the Field Trainer and the Trainee is required for the Field Trainer’s name to be listed as the Field Trainer on the Authorization Card and receive any payment. Submission of the signed Joint Enrollment Checklist is also required for trainer payment to be approved and processed.

Field Training Process The ultimate goal of Field Training is to get new associates into production. To do so, it is best to use the three-stage approach of: Learn, Engage and Support.

1. Learn | Trainee’s will use this stage to gain knowledge on the product and sales methods. The Field Trainer should show the Trainee what to do and how to do it.

2. Engage | Trainee’s will use this stage to gain experience applying their knowledge and sales approach. The Field Trainer should assist the Trainee through the process allowing the Trainee to have first-hand experience with support.

3. Support | Trainee’s will use this stage to gain feedback and focus on how to strengthen their skills. The Field Trainer should watch/shadow the Trainee and provide feedback as needed.

Field Trainer Timeframe/Location

• Field Training timeframes will vary based on the type of and complexity of an account.

• Trainees should be involved in every step of the sale including: prospecting, contacting, setting an appointment, decision maker meeting, closing the sale/enrollment, follow-up, etc.

• The corporate office encourages all trainees to receive Field Training assistance on at least 3 accounts.

• Locations will vary based on the needs of the account and the trainee.

• Field Trainers are encouraged to work both new and existing accounts with trainees.

Class Registration Process Trainers should always promote and encourage associates to pre-register. However, every trainer should have some form of access (Wi-Fi, computer, iPad, etc.) to allow walk-ins to register online through their Associates Only Back Office or the Trainer should have a printed or electronic copy of the Walk-in Roster available for the attendee to complete. Note: all Walk-in Rosters must be submitted via an excel file electronically to Trainer Support.


Class Fees Attendees will pay to attend a certification course; the pricing is listed below.

Employee Benefits – Attendee Cost CDLP – Attendee Cost Pre-Register First Time $75 Pre-Register First Time $75 Pre-Register Retake $50 Pre-Register Retake $50 Walk-In First Time $100 Walk-In First Time $100 Walk-In Retake $75 Walk-In Retake $75

How to Pre-register Pre-registration closes at 7 p.m. CST the night before the class. Any attendees registering after this time will be considered walk-ins and pay the walk-in rate. • Have a valid/active Associate Agreement number • Log into personal Associates Only Back Office • Under the Training Tab, Access the Learning Management System • Use keyword search to search for ‘register’ • Select desired course and complete registration process using a valid credit

card (no other payment forms are accepted)

Walk-in Registration • Walk-in attendees pay a higher rate than attendees who pre-register. • Walk-in attendees can register onsite via the LMS using a valid credit card or

sign in on the electronic or paper roster and submit payment to the Trainer. Note: Cash, checks, money orders or cashier’s checks are not accepted. Trainers who accept these methods of payment must use their personal credit card to register walk-in associates. LegalShield will take payment from the Trainer.

Registration Notes • Only one associate agreement will be qualified per registration fee

(This does not apply to associates that have multiple agreements) • A spouse may attend at no extra charge • Seating will only be reserved if the associate selects “bringing a

spouse” during the registration process • Additional writing agents on the same agreement may attend at no

extra charge • Seating will only be reserved if the associate selects “additional

guests” during the registration process • If an unregistered associate shows up on the day of training, it is up

to the Trainer to decide to allow the associate to attend the training. The Corporate Office will verify associate payment upon receiving the class paperwork


• Some attendees may have a special needs request. In cases, such as these, LegalShield will notify the Trainer so that the Trainer can make the needed adjustments to accommodate the associate.

Free Attendees, No Shows, Transfers and Refunds The Corporate Office understands that Trainers may invite people to attend their training at no cost. Should this occur the following guidelines apply: • Free Attendees will not receive qualifications • Trainer will not be compensated for training Free Attendees Corporate appointed Field Trainers may attend a Certification Training at no cost, at the Trainers discretion, but must be added to the roster by the Trainer Support team prior to the training date. In the event a guest speaker/trainer is invited to participate in the training, they must follow company guidelines and only use corporate approved materials. It is the Trainers responsibility to ensure that any guest speaker follows corporate policy and procedures during the training. The Corporate Office may, on occasion, may send employees and/or guests to a training in the field at no expense to the employee/guest; the trainer may be compensated for this attendee as long as they are noted on the class roster. Refunds The Corporate Office policy on Training Registration is: “All registrations are non-refundable and non-transferable.” However, there are extenuating situations where a refund may be considered. Refund requests must be submitted in writing to [email protected]. All refund requests will be reviewed and approved/denied by corporate. No Shows Attendees who No Show will not be refunded and trainers will not be paid for pre-registered attendees who do not show for the class. In the event an attendee is marked as “incomplete” on a roster, but the associate attended one full day of training, the Trainer can be compensated for the attendee. The Trainer will be required to submit the information to Trainer Support. Transfers Attendees cannot transfer a class fee from one class to another. Changes to Class Information After a class has been approved, any change to class information must be submitted to Trainer Support for approval at least ten (10) business days prior to the training. Follow these steps to request a change: 1. Communicate change with Trainer Support, MGM or Sr. VP of


Business Solutions, Field Sales. 2. Submit the change request via email to

[email protected] with the description of the change and the reason.

3. Change Requests will review each change request within two (2) business days.

4. If the change is approved, the Trainer Support team will contact each pre-registered associate regarding the change. Should an associate not be able to attend due to the change, the Trainer Support team will issue a full refund upon request. Refunds will not be issued automatically.

5. It is the responsibility of the Certification Trainer to notify field leadership of the cancellation or class change and to:

a. Alert the field via email of the change b. Announce the change at local events, calls, calendar, etc. Class Cancellations It is recommended that courses with 5 or more pre-registered attendees not be canceled, except in the event of an emergency. If a course needs to be canceled for any reason other than an emergency, the course most be cancelled at least 24-hours in advance of the class. To cancel a class, the Trainer must: 1. Contact the MGM. 2. Send an email to Trainer Support 24-hours in advance requesting the

cancelation. Cancellation requests for courses already approved and promoted will be reviewed on a case-by-case basis. No cancelations will be authorized the day of the training.

3. If the cancelation is approved, the Trainer must: • Send a notification to all attendees. • Send an email out to the field via LSEngage

In the event of an emergency, the Trainer must contact his/her MGM to find a replacement Trainer or to cancel the class. Classes should only be canceled for the following reasons:

1. Medical/Family emergencies 2. Inclement Weather 3. Low Participation – three or fewer associates registered the last

business day before a training.

Class Preparation Class Materials Trainers have access to the most updated versions of the class PowerPoints under the Field Trainers tab in the AOBO. Editing of the class


PowerPoints is prohibited, except to hide slides irrelevant to a region or territory. Participants can download the Course Companion during the registration process or from the Training Resources folder in LegalShield OnDemand. Trainers are required to provide class participants with the physical resources identified in the class PowerPoint and those materials used in class exercises. The Trainer will be reimbursed the cost of the participant materials via a $5/paid attendee Marketing Dollar replenishment. Trainers may sell only pre-approved materials at the designated cost as determined by the Corporate Office. Trainers must adhere to LegalShield’s Advertising Guidelines available in the AOBO. Special Needs Requests Trainers will be notified in advance of the course when an attendee requires ADA assistance or special arrangements in order to attend the training. Trainers will adjust seating and arrangements as needed. Promoting Training Classes For effective class promotion, it is recommended that certification classes be scheduled at least 30 days prior to the class date so that the Trainer has adequate time to notify the field of the upcoming training opportunity via LSEngage. Certification Trainers have blasting capabilities based off their Trainer status and assigned zip codes. Trainer Class Promotion: • Create and distribute a corporate approved flier and distribute to

local field leadership for distribution at local events. Fliers can be found in the AOBO under: Field Leaders>Trainer>Business Solutions Trainers and then select the type of training flier needed (i.e. Employee Benefits or CDLP).

• Attend regional/local events and promote the class • Communicate with local field leadership to promote via: regional

calls, regional calendar, etc. • Use LSEngage to promote.

Corporate Office Class Promotions: • Promote via the Associate newsletter up to 2 weeks in advance (if

submitted in the appropriate timeframe). • List class in the LMS. • Promote via the FB Support page.


LSEngage Email Promotions Trainers can send emails to the field in their assigned zip codes only. If a Trainer needs to send a communication outside of his/her designated zip codes, the Trainer will need to work with the State Trainer to send an email blast via LSEngage.

During Course Trainers are expected to professionally and respectfully deliver training to participants using only the Corporate approved resources and structure. Trainer’s should refrain from voicing negative personal opinions regarding the Corporate materials as well as refrain from editing or restructuring the layout and/or format of any materials without prior written approval.

Training Audits The Corporate Office will periodically audit trainings in the field unannounced. The intent of an audit is to get an understanding of how each trainer facilitates a course in order to provide coaching and presentation support. Auditors are present to watch and will not participate in activities or help with the presentation or serve as a guest speaker. Supplemental Training Both first time attendees and retake attendees are encouraged to complete the supplemental courses in the LMS prior to attending for an Employee Benefit Certification. Trainers should encourage particpants to complete the Supplemental courses provided in the class PPT and below.


Go Walk Your Community (GWC) The Certification Trainer should provide an opportunity for the Field Trainer to promote the GWC activities during the class. In addition, the Certification Trainer should positively promote the value working with a Field Trainer and attending the GWC activities throughout the class.

Training Certificates Training Certificates are available for download under the Field Trainers tab in the AOBO. It is highly recommended that the Certification Trainer distribute Training Certificates to attendees at the end of each certification training class. In the event an attendee contacts the Corporate Office for a Training Certificate, the attendee will be directed back to the Certification Trainer attended for assistance. Walk-In Attendees It is very common to have attendees show up the day of a training who have not yet registered. These attendees are called Walk-in Attendees. Walk-in attendees can register and pay via the LMS or they can sign in via an electronic or paper roster and pay the trainer the Walk-in rate registration fee.

After Class Submit Rosters The class roster should be reviewed and processed in the LMS, and the walk-in roster should be completed in Excel and both rosters should be processed and/or submitted no later than 10 a.m. CT on the Monday following the training in order to receive compensation the following Thursday. Walk-in rosters must be submitted in Excel to [email protected].

Associate Qualifications The appropriate qualifications will be added to associate files within 5 business days of receiving the completed training roster. Reminder: all registration requirements must be met to receive qualification (payment, attendance, etc.).

Evaluation Forms Evaluation forms will be emailed to all attendees after the corporate office has processed the class roster for all occurring certification and field trainings. Trainers will also be sent a self-evaluation form following a training. The Trainer and attendee evaluations will be reviewed monthly. Participant feedback will be provided to Trainers on or before the 20th of the following month. In addition, Employee Benefits Certification attendees will receive a second evaluation 30 days following their training. Submitting Course Feedback


The Corporate Office encourages trainers to send feedback to Training feedback at [email protected] with suggestions for edits or improvements. Trainer Payment Trainers will receive payment based on the number of paid attendees at the rates shown below as well as an additional compensation of $25 per attendee.

Employee Benefits- Trainer Pay CDLP- Trainer Pay Pre-Register First Time $75 Pre-Register First Time $75 Pre-Register Retake $50 Pre-Register Retake $50 Walk-In First Time $100 Walk-In First Time $100 Walk-In Retake $75 Walk-In Retake $75

Flat Fee- Trainer Pay Assigned Field Trainer- Trainer Pay 1 day, 8-hour Training $500 Standard Rate $250 2-day, 12-hour Training $1,000

Training payments are processed weekly and pay out via direct deposit on Thursday mornings. Holidays may cause exceptions. In Canada, Trainers are paid by check. Flat Rate Trainings are paid up to the Flat Rate amount via direct deposit. If the training revenue is less than the Flat Rate amount, a Commission Adjustment will be sent to the Trainer for the remaining amount up to the agreed upon Flat Rate amount. If there are co-trainers, training monies will be calculated and split 50/50 between the Trainers unless otherwise agreed to and stated in writing. The payer of expenses may submit valid expense receipts and the Corporate Office will divide the training monies accordingly.

Marketing Dollar Replenishment Each Trainer will start with $100 Marketing dollars with the expectation of purchasing the posted marketing materials for each paid attendee and distributing it in class for exercises and role plays. Marketing dollars will be replenished at a rate of $5 per attendee to replenish course materials. The noted Marketing dollars identified for this process are subject to immediate expiration if not used for the purchase of classroom materials. Assigned Field Trainer Payment The Assigned Field Trainer(s) will be compensated $250 by Commission Adjustment following the training as long as:


• The Field Trainer was appointed by Corporate and attended the entire certification class and was placed on the trainer’s roster prior to submission of the roster.

• There were at least 5 pre-registered attendees the Thursday prior to the training.

• The Field Trainer conducted 2 GWC Activities with the Certification Training attendees within 30 days following the certification class.

• A completed and signed Assigned Field Trainer Payment Request Form was received in Trainer Support within 45 days of the event.

• A GWC roster for both GWC activities was submitted with the Assigned Field Trainer Payment Request Form.

Market & State Trainer Bonuses LegalShield reserves the right, in its sole discretion, to amend this program or any part thereof at any time.

Override Commission Bonus • State Trainers will be paid an override commission for every group

membership sale sold in their state. • If there is more than one (1) trainer in a state, a State Trainer will be

paid on the memberships sold within his/her defined zip codes. • The override amount is .125% for 1st year advance with a 12 month

earn out. • Payout is determined by the member’s zip code. Quota Bonus for State Trainers- New Groups Opened Bonus • A $50 bonus is paid to the State Certification Trainer for each group

opened (determined by production date) by an associate within their designated training area. This does not count groups opened in a State Trainer’s area by associates from another State/Region.

• To qualify for the Bonus, the State Certification Trainer must meet the bonus quota (75 personal sales) and open two (2) personal groups in the qualifying quarter to be eligible for the bonus in the following quarter. Example: State Certification Trainer must qualify in the 1st quarter (January, February, and March) to receive the bonus in the next quarter (April, May, and June).

• Payout is determined by where the Groups Servicing Agent lives NOT where the group is located. Example: The Servicing Agent lives in Virginia, but the group is opened in California. The Virginia State Certification Trainer assigned the training area where the Servicing Associate resides will receive the bonus.

• The bonus will be paid once the group is processed and first payment is applied on the group.


Field Training Compensation Field Trainers are paid a small compensation based on the production resulting from their training. Compensation is based on the number of new groups opened and applications written. Compensation is paid out at $50 per Authorization Card and $10 per Application. The Field Trainer Request for Payment Form and signed Joint Enrollment Checklist must be submitted to the corporate office for the trainer to receive any credit or compensation for Field Training (located in the AOBO > Field Leaders > Trainer > B2B Trainers Tab). Send the completed Payment Form to Trainer Support by email to [email protected] or by mail to LegalShield Attn: Trainer Support, One Pre-Paid Way, Ada, OK 74820. DO NOT submit with your regular business. This will cause delays. The following requirements must be met in order for the Field Trainer to be compensated:

• Trainee must be an active associate • Trainee must be Group certified • Trainee must not have opened more than 3 groups at the time of

training (unless prior approval is given from Corporate) o Trainer can only submit payments on 3 groups per associate

(unless prior approval is given from Corporate) o The Group must be active o Trainee must be listed as the Servicing Agent on the Authorization

form o Trainer must submit valid number of apps to open a Group with

the New Group to receive training compensation o All request for payment forms must be submitted within 30 days

of opening the new group o New applications can be submitted for field training payment up

to 90 days from the effective date of the group • All fringe groups, large or small and including wholesale, will be

removed as a qualifying field training activity for the purpose of field training pay unless prior approval is given from Corporate

• Trainer compensation will be paid weekly on Thursdays via direct deposit (Canada will be paid by check).

• Field Trainer Request for Payment form and supporting documents must be submitted by Monday at 10 a.m. CST to process that week.

• Field Trainers can be compensated up to 3 times for working with the same Trainee. After the 3rd time, it is recommended that the Trainee receive further training such as the Employee Benefits Certification Training.

• Field Trainers will not be paid $10 per app after 90 days from the


effective date of the group. Therefore, any payment requests received that took place 90 days or more post training, will be denied.

• Field Trainers can be paid on new apps coming in from a group where they provided Field Training for up to 90 days, as long as the Field Trainer submits a new Field Training Payment Request form to Trainer Support each time new apps are entered (only the initial payment request form requires the Trainees signature)

• Field Trainers will not be compensated for Field Trainings until the Group is effective (this is not based off of when the Group is entered into the system).

Field Training Conflicts/Disputes • The Corporate Office encourages all associates in the Field Training

program to use the Joint Enrollment Checklist to clarify roles and responsibilities of both parties.

• Neither LegalShield, nor any of its subsidiaries will be involved in any fashion with “agreements” made between Independent Associates concerning the division of commissions on group sales. If such agreements are made, it is the sole responsibility of the parties involved to resolve the issue in a satisfactory manner.

• Field Leadership may assist with mediation. • Should a dispute jeopardize a group account, LegalShield, in its sole

discretion, may reassign the group account. • Associates entering into agreements concerning division of

commissions on group sales should review all policies before entering into such agreements.

Training Expenses Certification and Field Trainers are responsible for their own travel and operating expenses. Field Training supply costs, however, should be discussed during the initial meeting as part of the Joint Enrollment Checklist discussion and shared with the trainee.


Trainer Resources Training Tips 1. Review all class materials and notes prior to class, even if you have

taught the course numerous times. 2. Review the learning objectives. 3. Test the equipment before the training and run through the

PowerPoint and have visual aids and participant/class materials ready.

4. Consciously slow your speech down and add pauses for emphasis throughout the training.

5. Make eye contact with everyone in the room. 6. Use the slides to augment your training and provide real world

examples. Don’t read the slides to participants. 7. When speaking, face the audience and project your voice. Don’t when

your head is turned away from the audience, such as when you are glancing at a slide.

8. “That’s a Good Question” – You can use statements like, “That’s a really good question,” or “I’m glad you asked me that,” to buy yourself a few moments to organize your response.

9. Avoid filler words by taking a breath in. You can replace ‘um’, ‘ah’, ‘okay’ or ‘you know’ with a pause taking a short breath in.

10. Be aware of nervous energy, such as bouncing on your toes, swaying, jingling things in your pocket. Instead, hold onto Something when you start your presentation, such as paper, the clicker, or stand behind podium.

11. Interact with the audience. Instead of talking at them, engage them in conversation. Be conversational, make the audience feel consulted, questioned, and/or challenged.

12. Be expressive, enthusiastic and excited about the training. 13. Use real world examples throughout the training. 14. Use the provided talking points. DO NOT use statistics or numbers

that are not part of the training. 15. Great speakers know how to use personal stories to create an

emotional connection between ideas for the audience. 16. Give participants time to interacting with the content through exercises, group

discussions, and role plays to increase retention of the material learned.


Training Tools Training Documents are available under the Field Trainers tab for trainers and in LegalShield On Demand for participants. SMALL BUSINESS NEEDS ANALYSIS (PROPOSAL) TOOL | http://www.legalshieldbizplan.com/ Use the Small Business Proposal Tools when you are doing needs analysis with a small business customer. It will allow you to customize your proposal to fit the needs of their business, and print a proposal (PDF) and send them a personalized email containing the proposal. Corporate Sites username.wearelegalshield.com is the associate’s personal website for marketing memberships and recruiting new associates.

Wearelegalshield.com allows prospects to search for an associate.

www.idshield.com provides information about IDShield. This site takes online memberships and captures leads for upselling LegalShield memberships. If an upsell occurs, credit is given to an associate via the existing lead process. If the member expresses interest in the product, a lead is generated via the existing leads process. If a member indicates an associate affiliation during sign-up, that associate receives credit for the sale. www.opportunity.legalshield.com presents the opportunity, but does not recruit directly. www.business.legalshield.com provides information only. It does not directly take online memberships. Information presented covers business plans, employee benefits plans, information for agents and brokers, as well as affinity partners. The purposes of this site it to pique interest and capture a lead (that is distributed to qualified LegalShield Independent Associates to complete the sale/recruit.


Trainer Forms

Pre-Certification Training Checklist ¨ Coordination Call – Certification Trainer should review the

information below. • Time/Location/Class Size • Co-Training – roles & responsibilities (if applicable)

¨ Discuss Field Trainer’s role during class (promote GWC activities) ¨ Reserve location at least 45 days in advance. ¨ Submit class through the LMS at least 30 days in advance. ¨ Work with Your MGM to Promote Your Training

• Trainer - Flier, Local Events, Add to State Calendar, LSEngage Email, Team Calls

• Corporate – Weekly Newsletter, Corporate Calendar, LMS

¨ Log into the Associates Only Back Office to access the most recent update of the Training PowerPoint and materials.

¨ Connect with the Assigned Field Trainer and identify the post coaching session and GWC Activity dates and place on the designated PowerPoint slide.

¨ Prepare either a promotional piece or a contact list of local field trainers available to help newly certified attendees.

¨ Check pre-registration numbers one week in advance and the night before the class by checking the LMS for pre-registrants via the roster. If numbers are low, make a final promotional push.

¨ Review all class materials and notes. ¨ Day Before:

¨ Print Roster/Class List ¨ Prepare electronic Walk-in roster or print paper roster ¨ Prepare registration staff (assign 1-2 people to help check in

pre-registered attendees) ¨ Prepare materials / hand outs ¨ Print/Prepare to promote local field trainers (optional)


Post-Certification Training Checklist

¨ Access the LMS and view roster to confirm attendance for registered attendees. This must be done by 10 am CT on Monday to receive payment on Thursday.

¨ Submit Walk-in roster and payments to Trainer Support. ¨ Co-trainers should submit valid expense receipts by email to

TrainerSupport@ legalshieldcorp.com. Receipts must be received prior to processing class payments to pay the trainers appropriately.

¨ The Corporate Office will: ¨ Reconcile attendees and pay the Certification Trainer(s). If there are two

trainers working together and one paid for the room expenses, the payer will be reimbursed from the training money prior to dividing remaining monies 50/50 if valid expense receipts are submitted and it is agreed upon by both parties.

¨ Complete the Self-Evaluation Form ¨ Conduct coaching sessions with participants and work with the Field Trainer

on the GWC Activities.


Joint Enrollment Checklist The purpose of the Joint Enrollment Checklist is to open communication channels between associates working together as a team on a group or working with a field trainer. The Joint Enrollment Checklist must be completed and signed by both Trainer and Trainee in order for the Field Trainer to be compensated and listed on the Authorization Card. This checklist can help bring to light the many items that should be discussed upfront and agreed upon between the parties involved prior to working the team relationship. This is not intended to be an agreement or a complete list of discussion topics. Please keep in mind that some items on this list are specific to group, small business or CDLP enrollment and will not apply to all accounts. General

¨ Who will be the Servicing agent? (Servicing Associate will be given credit for new group open incentives)

¨ Who will be the person responsible for maintaining communication with the account (this should be one person)?

¨ What is the purpose of working together? (Training, Coaching, Share Workload)

¨ How long do you intend to work together? (First enrollment, first year, the life of the account)

¨ How often will you review roles/responsibilities? Have you identified roles and responsibilities?

¨ Who should be included on all communications to the account? What plans will be offered?

¨ What enrollment option will be used (Paper, Electronic, Web Enrollment)?

¨ Who is responsible for completing paperwork for and setting up web or electronic enrollment in coordination with the corporate office?

¨ How many employees does the account have? What is the expected participation rate?

¨ Will there be additional associates assisting? If so, who and how will they assist? (The Servicing/Designated agent is solely responsible for adding/removing associates from an account)

Compensation ¨ Who will receive commissions on applications written on the

group? And, for how long? Is there a broker involved? If so, will they require a split?

¨ What compensation option will you use? • Commission Share Agreement – each party receives a


percentage of each application (Commission Share Agreement Form must be completed). The only split allowed on a small business plan is a 50/50 split.

• Distribution Rule – applications are given to each party based on a rule (i.e. one for you, one for me - Electronic and Web Enrollment groups ONLY)

• Manual – each party writes the associate number on the app for the person it is for

¨ What type of group is it (e.g. hospital, school)? Will it qualify for advanced commissions? Do all associates receiving compensation have the appropriate licenses and certifications?

¨ Are there multiple locations? If so, will there be different compensation arrangements for each state/province?

Materials

¨ What materials will be used? ¨ Who will be responsible for providing materials? What is the

estimated cost of materials? ¨ Who will be compensated for purchasing materials, and how?

If Field Training, the trainer should provide at least 50% of the necessary enrollment materials.

Pre-Enrollment ¨ Who will be responsible for prospecting and calling Associate

Services to do an account availability check? ¨ Who will be responsible for setting appointment/meeting? ¨ What is the exact date/time of meeting (decision

maker/enrollment)? ¨ What type of employee enrollment is set (mandatory, trade show,

luncheon, etc.)? ¨ Who will be responsible for getting the Authorization Card signed?

Additional paperwork is required for groups that are set up for web enrollment.

¨ Who will be responsible for communications/fliers to the contact? ¨ Who will coordinate a conference call between the group and the

home office to arrange a file transfer? (Electronic Enrollment ONLY)

¨ Will there be food? If so, who will be responsible? Who will pay? ¨ Will there be a giveaway? If so, who will be responsible? Who will

pay? ¨ Who will discuss pre-enrollment checklist with the group?

¨ Confirm the Authorization Card is signed ¨ Type of room (classroom, conference room, warehouse, etc.) ¨ Type of group (employees, management, etc.) ¨ Refreshments


¨ Giveaways ¨ Special Needs (hearing impaired or disabled persons) ¨ Number of pay periods – will they deduct each pay period and

do all employees have the same number of pay periods? ¨ Pay Type (Payroll, bank draft, and fringe)? Do they have 1099

employees that will be set up on bank draft separate from W2 employees?

¨ Payroll/Benefits eligibility requirements ¨ Explain Verification Process ¨ Will the authorizing officer, decision maker or benefits

coordinator be present for an introduction? If so, provide an introduction.

¨ Servicing Schedule (how often should an associate to check with the Group) monthly, quarterly, every 6 months, etc.

Enrollment

¨ Who will be responsible for preparing and bringing the decision maker packet? Who will do the presentation?

¨ Who will be responsible for printing and bringing required employee documents to the enrollment?

¨ Who will prepare the enrollment packets? ¨ Who will prepare the temporary membership kits? Who will be

responsible for providing food? ¨ Who will be responsible for providing a give-away? ¨ Who will be responsible for collecting and submitting application(s)?

Post-Enrollment

¨ Who will meet with the payroll representative? ¨ Deliver payroll authorization slips ¨ Deliver signed acknowledgment forms ¨ Deliver employee participation tracking (sign in sheet vs.

employee roster) ¨ Prep for phone call from LegalShield Billing ¨ Go over billing procedures ¨ Discuss cancellation procedures ¨ Provide extra applications and membership packets for those

who sign up later ¨ Training/Enrollment Schedule:

¨ Is another date required to follow up with employees that were not able to attend?

¨ Who will set up future enrollment dates for new hires (monthly, quarterly, etc.)

¨ Will there be training opportunities (will workshop, ID theft webinar)?


¨ Who will be responsible for servicing/following up with the account to ensure they have necessary materials and understand usage?

¨ Who will be responsible for submitting update reports to the Corporate Office? Who will be responsible for asking for referrals?

¨ Client List – Who will be responsible for asking they would provide references or agree to be on our client list?

¨ Cross Sell: ¨ If 100 employees or less who will be responsible for offering the

biz plans? ¨ If there are 3 or more employees, who will be responsible for

offering employee benefits? ¨ If there are CDL drivers, who will be responsible for offering the

CDLP plans?


Field Training Checklist (for Field Trainer Use Only)

¨ Is the associate ready to be Field Trained? • Trainee must be an active associate • Trainee must be B2B certified • Has not already opened 3 active groups

¨ Have initial Field Training discussion to explain the program and review the Joint Enrollment Checklist to set expectations, roles & responsibilities.

¨ Determine trainee’s knowledge/skills based on the 3 stages below: • Learn | Trainee has limited knowledge of product, sales

methods, etc. • Engage | Trainee has knowledge but limited experience • Support | Trainee has knowledge and experience but lacks

finesse ¨ Train/Coach each of the five steps in the B2B Marketing Process:

• Prospecting • Appointment Setting • Decision Maker • Employee Enrollment • Servicing

¨ Assign homework for Trainee to practice elevator pitch, enrollment presentation, etc.

¨ Use live role play to demonstrate presentation styles, sales methods and how to overcome objections.

¨ Check in: • Does the Trainee understand each topic? • Is the Trainee comfortable presenting? • Does the Trainee agree with their involvement?

¨ Celebrate big and small successes (provide encouragement along the way)

¨ Did the Trainee’s knowledge and skills advance to the next stage of learning?

¨ Schedule next Field Training session (the corporate office suggests at least 3 times)


Assigned Field Trainer Payment Request Form


Trainer Application

Trainer Position Preference: Please initial all that apply. Each selection for the field trainer options will need to be approved and will be monitored by trainer support.

Market Trainer

Employee Benefits Certification Trainer

CDLP Certification Trainer

Business Solutions Field Trainer

Employee Benefits Commercial Drivers

Small Business Spanish Speaking

Trainer Territory (Home Office use only): State(s) / Province(s) will be assigned by Trainer Support. Territory is assigned for tracking and training purposes; however, it does not give the trainer exclusivity to said territory.

Personal Information: Please Print

Name: Mailing Address:

City: State/Province Zip/Postal Code:

Cell Number: Office Number:

Email Address:

Associate Number(s): Please list all your agreements beginning with the one you would like to receive payments

I have read and agree to abide by all the Trainer Terms & Conditions, Nondisclosure Agreement and the Trainer Policies and Procedures. I understand that this is an appointed position. I acknowledge that I am on a 90-day probation beginning on the date this form is processed by Trainer Support. I also understand I may be removed from my Trainer position for any reason during the probationary period. Once the probationary period has ended, should I fail to meet the necessary requirements or fail to fulfill my responsibilities as a Trainer, I understand I will be removed from my appointed position.

Signature: Date:


Trainer Terms & Conditions Standards have always been high at LegalShield. Below are the Trainer Terms & Conditions on conduct in the market place. Any associate that breaks the rules or steps outside of these guidelines could receive disciplinary action including but not limited to: removal of trainer status, removal of certifications and possible termination of the Associate Agreement. LegalShield will hold you to these terms & conditions. I understand and agree that:

• LegalShield appoints each trainer and reserves the right to remove a trainer without notice.

• Upon being appointed as a Business Solutions Trainer each associate will spend the first ninety (90) days in an introductory period. During this time all trainers will be required to:

o Register and listen to the monthly trainers call live or on-demand within 7 days (CDLP Trainers are to listen to the CDLP call live or on-demand within 7 days also).

o Register and listen to the weekly B2B call (live or on-demand) o Do one of the following:

§ Host an event/call (Decision Maker, GWC, etc) § Attend an event/call (Decision Maker, GWC, etc) § Mentor/field train

o Complete the online Small Business Training with GoSmall Biz. Additional requirements may be set by the corporate office including but not limited to production or participation requirements. Failure to meet these requirements may result in removal of trainer status.

• I must meet the following additional requirements given by Trainer

Support during the 90-day probationary period (if blank, please disregard this portion):

1. 2. 3.

• I will sign a nondisclosure agreement agreeing to keep confidential any/all information provided to me pertaining to my Trainer role and responsibilities and the training program.

• I will abide by all company policies and procedures.


Business Solutions Trainer Guide Acknowledgement Form

Reading and understanding the content of this guide is vital to your training role. We hope you found the information beneficial and will use this guide as a resource as a Trainer. In partnership with you, we ask that you take a moment to sign the acknowledgment form and immediately email it to [email protected]. Any updates will be forwarded to you immediately and as always, we appreciate any feedback to improve our trainer and training opportunities. By signing this form, I acknowledge that I have read and understand the expectations, roles and responsibilities as a Trainer as described to me in the Business Solutions Trainer’s Guide.


LMS How-To Guide The process begins with the Associates Only Portal.

1. Log into the AOBO 2. Hover your mouse over the Training tab 3. Select Learning Management System (LMS)


Create a Class 1. Select Instructor Functions 2. Click Schedule Lesson

3. Select Class Type 4. Complete Scheduling section 5. Use calendar pop-up to select the start and end date/time 6. Use drop down menu to select the desired time zone 7. Enter address or location as it should appear to attendees (save

comments for comment section) 8. Enter maximum number of participants. This number should

reflect the total amount of seats available


9. Complete Notes for Attendees section 10. Comments should be general information that is helpful to

attendees prior to arriving EX: parking instructions, room access, etc.

11. Registration Notes should be reserved for information that is only applicable after registration is complete. EX: dress code, food arrangements, etc.

12. Click “Save Schedule”. Reminder- all information must be complete in order for the class to be approved by corporate and opened for registration.


View/Submit Your Roster and Download Walk-in Roster 1. Select Instructor Functions 2. At the top of the page, download the Walk-in roster template for

walk-in registrations 3. Click Roster (portrait icon) on desired training. If your training date

is past, see instructions on how to “Search for a Past Training”.

Your class roster has two sections: the first is general information and the second is the attendee list.

4. At the top of this page you will be able to view your basic class information date/time, location, comments, etc.

5. Click Print Attendance Form for a print friendly version of the roster

6. Attendee list will show the Associates name, associate number, email, amount paid and the number of guests attending.

7. Select Complete or Incomplete as needed to show if the associate attended and completed the training.

8. Select Save Changes once done. The corporate office will have access to this information immediately via the LMS but you will need to email the Excel version of your Walk-in roster to [email protected].


Search for A Past Training 1. Select Instructor Functions 2. Click Search Schedule


4. Select the check box Show Past Events 5. Click Search


Edit A Class 1. Select the Instructor Functions 2. Click Edit (pen and paper icon) on desired training 3. Complete the Request Changes to Event section. Please include

the reason for the change.

4. Select Request Changes 5. After submitting your changes an email will be sent to the Trainer

Support team who will review the change prior to processing it. 6. The Trainer Support team will notify you once the change is

completed or if additional information is required.

Copy A Class 1. Select Instructor Functions 2. Click Copy (double paper icon) on desired training 3. Use this option when creating another class in same location. This


will allow you to update the date/time without re-typing all of your class information.

Associate Registration 1 Log into Associates Only Back Office and select the LMS link under

the Training tab.

2 Enter “Register” in the search bar in the LMS 3 Hit Enter


4 Click the type of training requested (CDLP or Employee Benefits Training)

5 Click on the “Lesson Date” for the desired training

Share Course Link The Trainer can copy the course link for each individual training and use the link in promotional materials and emails. When an associates clicks on the course link, the course registration page will open.

1 Find your class

2 Copy the link in the URL at the top of the page