Class Descriptions
A three-day course 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.
- Courses offered bi-monthly. See upcoming class schedule dates.
Individual course work 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.
- Agents receive recommendations for ongoing in-office coaching. Attendees complete a final exam to gauge learning.
- Team Member Toolkit provides guided instruction to continue your team’s progress.
- Course offered monthly. See schedule for dates.
Expand on the concepts taught in Evolve I and provide yourself and your team with additional knowledge and processes.
- Evolve II - Sales for Account Representatives
- 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 for Customer Care Representatives
- 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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