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“Fun In Learning”
for the
LTC Underwriter
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Where is your Program?
Think
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it
is it...
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UGH ☺
HMM
☺
YEA
☺
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How do we get
to YEA
?
Do you have the ingredients for a
successful program?
A Recipe?
Let’s take a look at the BASICS!!
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Underwriter Training
Ingredients for Success
1. Desire to Learn
(Are your UW satisfied with what they know?)
2. Executive Mgmt Support (Commitment to be the best you can be?)
3. Functional Mgmt Support
(Does your boss allow creativity contribute to success?)
4. Talent / Experience in Training (Fortunate to have had many
years of UW Training Exp.)
5. Resources
(Talented Associates, Budgeted Books and Materials,
Audio-Visuals, the BEST Medical Director)
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Commitment to Train
Where do we Start?
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The Issues to Face
IDENTIFY
• Who do we want to reach? (
)
• What/Who will do the Job? (
)
• How will we reach (
) them?
• How can we Stimulate the “FUN”
in
ing?
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Who Do we Want to
“Reach”?
•
•
•
•
•
•
•
•
Underwriting Correspondents
Underwriters - All levels
Underwriting Supervisors
Operations Managers
Functional Underwriting
Field Personnel
Claims Personnel
Related Departments/Divisions
Examples of Others?
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What / Who will do the
“JOB”?
• Manuals, Guidelines, Books, Standards &
Procedures. (is this the extent of your training)?
• Functional Staff
• Each Underwriting Unit (Underwriters,
Supervisors, and Operation’s Manager)
• Executive Management
• Related Department Management
• Medical Dir. & Medical Presenters
• Project Management
• Human Resources
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How will we “Reach” them?
• Underwriting Programs
(Case Studies, QC Review, HIPPA)
• Professional Presentations (Medical Director, Guest
Speakers)
• Systems Demonstrations
(Impairment Coding)
• Audio-Visuals (More on this later)
• Department Tours and Field Trips
(Company
Operations, Nursing Home/Assisted Living Facilities, Vendors [EMSI Waco, TX] )
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How will we “Reach” them?
(cont…)
• Sales/Marketing Seminars
UniProduct Training)
(Worksite Guidelines,
• Tele-Conferences / Newsletters
(With General
Agencies, Marketers - Newsletter still too new)
• Individual Instruction
(1-on-1)
• Self-Testing (T/F Quizzes on UW Manual Sections)
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How will we “Reach” them?
(cont…)
• Reference and Instructional Materials
(Current
Medical Resource Books, Rapid Interpretation of EKG’s)
• Participation in Educational Opportunities
(LOMA, HIAA, Medical Terminology)
• Games & Informal Sessions (Underwriting Jeopardy,
UW Round Table Lunch’s)
• Interim Training Documents
Procedures)
(Articles, Cheat Sheets,
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How will we “Reach” them?
(cont…)
• Encourage Work on the LTCP (Long Term Care
Professional) designation through HIAA.
• Develop an Internal LTC Underwriting
“Certification Program” (excellence in LTC
Underwriting) to encourage Learning, Training,
Sharing, Research, Development etc.
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How can we Stimulate the
“FUN” in Training?
• ENCOURAGE!
• PROMOTE!
• CHANGE!
• CAPTURE!
• EVALUATE!
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“Stimulate” (cont)
ENCOURAGE!
• Give your Training Program an “Image”
Ours is Called “FUN in Learning 2003”
• Market your Slogan
Encourage Participation - Change it
yearly through a contest and prize
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“Stimulate” (cont)
PROMOTE!
• Coordinate the Training Slogan with QC (if
applicable) to create a Promotional Learning
Logo - An ICON for Training Documents,
Presentations, Forms, Note Pads etc.
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“Stimulate” (cont)
CHANGE!
• Do Something Different (“Off the wall/outside
the box”) in your existing program
• Surprise Everybody by Changing something in
your Normal Training Routine.
YAHOO!
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“Stimulate” (cont)
CAPTURE!
• Get on the 2003 Bandwagon!
• Videotape some of your Training Presentations
There is definitive Value Received from
State-of-the-Art Audio Visual Equipment.
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“Stimulate” (cont)
EVALUATE!
• Ask for Feedback (Anonymous or otherwise!)
• Critical and Honest Evaluations often Produce
a Better “Product”
• Opportunity to stimulate your creativity!
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Is it Working?
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