| Implementation & Training
COSS prides itself on short development cycles. With our
proven development process, your customized illustration solution
can be up and running in as little as 60 days. But what then?
COSS can help you quickly remove any training
and implementation roadblocks, and speed you on your way to reaping
the full benefits of higher productivity that you expect with the
COSSEnterprise™ suite.
COSS actively helps clients plan implementation.
We will work with you to assess your internal and external implementation
needs, and to employ effective solutions for your home office staff,
administrative and marketing teams, field management, producers
and other company representatives.
COSS implementation and training experts can install
and implement your system on-site or assist you via telephone or
WebEx. Use our agendas, documentation, images and support material
to conduct your own training, or involve COSS to any extent you
see fit.
COSS provides free support with each system, as
well as fee-based options that include in-person training; custom
and off-the-shelf computer-based training; and implementation analysis,
planning and rollout.
Included with Your System
Every COSS client has access to a solid foundation of support.
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The best printed systems documentation in the industry.
User Manuals are available for home office/high-level
use, as well as for marketers/end-users. A small number
of bound manuals are included with each system and you’ll
receive the licensing rights to reprint and distribute the
manuals yourself, or we can arrange for printing. Manuals
are updated each year to reflect new system enhancements.
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Online
Help is built into each system. We convert our
product manuals into field-sensitive help files that are
available to all users 24 hours a day. Our help tools can
also be customized to add individual product information,
or to include company-specific procedures. Help files are
updated with the system to reflect all modifications, including
new releases by the client. |
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Toll-free
Customer Support is offered from 8 AM to 5 PM Eastern
time (800-408-COSS). In addition, you'll have direct access
to a full-time project manager and access to the developers
of your system. |
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E-mail
help desk. Our in-house, full-time customer support staff
will respond to your questions by e-mail and/or call to
ensure your questions are resolved. |
In-Person Implementation and Training Choices
COSS offers the following fee-based, face-to-face training and implementation options. We will customize a special implementation solution for you.
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In our "Train the Trainer" seminars,
one or two COSS system experts visit your company to train
key personnel in all aspects of our system. "Train
the Trainer" is our most popular training option. It
typically involves a one- or two-day session of intense
hands-on work with your own COSS system. |
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eLearning
is our most thorough training program, developed around
a four-step process of analysis, plan creation, implementation
and results measurement. System experts and professional
trainers work with your staff to deliver the optimal training
plan for your users. |
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Training
and consulting services are also available through
a strategic partnership with NFC Consulting. NFC and COSS
have joined together to bring insightful classroom-style
and Web-based life insurance, annuity and securities training
to their clients. NFC provides all administrative services
for obtaining continuing education credits to meet insurance,
CFP, CLU, ChFC, CPA, and NASD’s Firm Element requirements,
including credits for the COSS eLearning suites. |
CBT/Web-Based Training
and Implementation
COSS offers several CBT and Web-based training solutions. Our in-house
training department will work with you to design a professional,
affordable and consistent message for your employees and producers.
A summary of these solutions follows, although all products are
fully customizable.
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In our Walk & Talk system tutorials,
a mentor narrates while the cursor walks across your system
screens, entering data and performing typical tasks. The
Walk & Talk provides an overview of system functionality
and shortens the learning curve for new users. An effective
tool for all system users, the Walk & Talk provides
a consistent training message that can be re-played as often
as necessary. |
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Our
three eLearning suites are ideal companions
to several COSS systems. The suites are fully customizable,
offer CE credits, and can be accessed directly from your
COSS system. Distribution via CD or Internet is also available.
Content is typically updated each year. Each course contains
two to three hours of instruction. The following courses
are currently available:
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Advanced Markets Suite: Covers Executive
Bonus, Restricted Employee Bonus, Employer-owned Split
Dollar, Employee-Owned Split Dollar, Non-Qualified
Deferred Compensation, Dynamic Duo, Pension Maximization,
Term vs. Permanent, Buy/Sell Funding with Life Insurance,
Mortgage Assurance and Business Valuation. |
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Needs Analysis Suite: Covers Communication
Skills (Sales), Working with Clients (Sales), Client
Commitment (Sales), Survivorship, Education, Long
Term Care, Disability, Retirement Planning. |
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Insurance Essentials Suite: Covers
Value of Human Life, Term Life, Whole Life, Universal
Life, Variable Universal Life, Annuities Parts I,
II, and III, Ethics, Risk Assessment. |
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These integrated eLearning systems let producers
train at their own pace and practice what they've learned with interactive
quizzes and "You Decides." Case studies showcase realistic
clients, provide sales tips, and demonstrate effective use of COSS
solutions.
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