Class Descriptions
A three-day class designed for agents only, that gives you the building blocks to prepare for consistent growth and profitability.
- Team Management: Recruiting, Hiring, HR, Accountability, and Motivational tactics that lead your team to success.
- Market Development: Stop guessing at what works. We help you build a marketing plan that generates quotes anywhere.
- General practice management: How to gain time and financial freedom through quality systems.
- Classes offered bi-monthly. See upcoming class schedule dates.
Individual classes for agents and team members designed to expand the knowledge gained in Foundations and Evolve curriculum.
Live instructor-led sessions that teach you and your team members proven sales, customer service, and marketing systems through The Five Step Customer Experience.
- Participants engage in three days of live instructor led classes to gain knowledge around core sales and service systems.
- A learner's guide will be available to supplement your development.
- Course offered monthly. See schedule for dates.
Expand on the concepts taught in Evolve I and gain additional knowledge and processes. Evolve II is 2 days of live, instructor-led classes.
- Evolve II - Sales
- Learn advanced life concepts
- Effectively schedule and conduct policy reviews to uncover assets and meet additional customer needs
- Practice obtaining and closing referrals
- Implement a daily agenda that allows for increased production, system adherence, and efficiency
- Evolve II - Service
- Take a deep dive into the 4R Customer Care Process
- Gain the skills to turn service transactions into financial services production
- Practice obtaining and closing referrals
- Increase office efficiencies and learn effective BOD management
Join our Trophy Club coaches each Wednesday morning for a quick 15-20 minute call to motivate you and your team and give direction for your day. On these calls, we cover some basic topics and leave you with one or two key items to consider and implement right away to take your team to the next level.
See the upcoming class schedule for planned topics.
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