Recordings
All classes that are recorded will be posted here.
Elevate
Elevate - Utilizing the Quote and Onboarding Checklist
October 22, 2026
Audience
Agents and Team Members
Learn
We will go through the use of our checklist step-by-step. Learning how to properly use the checklist will increase production, reduce post-sale service, and increase overall office efficiency.
Date
Oct 22
Oct 22
Time
(EST)
1:00 pm
1:30 pm
Watch nowWatch now
Elevate
Elevate - Tactics for Fall Life
August 20, 2026
Audience
Agents and Team Members
Learn
Fall Life presents unique opportunities to have meaningful life insurance conversations as families refocus on their goals, finances, and future plans. In this session, we'll explore practical strategies for identifying opportunities, creating urgency, and positioning life insurance as an essential part of a family's protection plan. Leave with actionable tactics you can implement immediately during the Fall Life promotional season.
Date
Aug 20
Aug 20
Time
(EST)
1:00 pm
1:30 pm
Watch nowWatch now
Elevate
Elevate - Complete Onboarding Process
August 18, 2026
Audience
Agents and Team Members
Learn
A great customer experience begins long before the first renewal. This session walks through a complete onboarding process designed to build trust, set expectations, and create lasting relationships from day one. Learn the key touchpoints, communication strategies, and follow-up practices that help customers feel confident in their decision and connected to your agency.
Date
Aug 13
Aug 13
Time
(EST)
1:00 pm
1:30 pm
Watch nowWatch now
Elevate
Elevate - Presenting Multiline Based on Need
August 6, 2026
Audience
Agent and Team Members
Learn
The most effective multiline conversations don’t feel like sales pitches—they feel like solutions. In this session, you'll learn how to uncover customer needs, identify coverage gaps, and confidently present multiline options that provide real value. Discover how a needs-based approach leads to stronger relationships, better protection, and increased production.
Date
Aug 6
Aug 6
Time
(EST)
1:00 pm
1:30 pm
Watch nowWatch now
Elevate
Elevate - A-Z Life Appointment Process
July 2, 2026
Audience
Agents and Team Members
Learn
In this class, learn the detailed process for a successful life appointment by uncovering their current plan, conducting a needs analysis, product selection, uncovering budget, and make key recommendations.
Date
Jul 2
Jul 2
Time
(EST)
1:00 pm
1:30 pm
Watch nowWatch now
Elevate
Elevate - Five Things Whole Life Does
June 29, 2026
Audience
Agents and Team Members
Learn
Whole life is one of the most powerful products in your portfolio — if you know how to use it. This class will give you a clear, practical breakdown of the five things Whole Life actually does, so you stop leaving opportunity (and trust) on the table.
Date
Jun 25
Jun 25
Time
(EST)
1:00 pm
1:30 pm
Watch nowWatch now
Elevate
Elevate - Term Life Explained
June 17, 2026
Audience
Agents and Team Members
Learn
Gain a detailed understanding of our term insurance portfolio and how to best utilize it to meet customer needs and systematically increase premium production through a conversion process.
Date
Jun 18
Jun 18
Time
(EST)
1:00 pm
1:30 pm
Watch nowWatch now
Elevate
Elevate - Outside Marketing
June 11, 2026
Audience
Agents and Team Members
Learn
Some of the best opportunities aren't sitting behind your desk — they're out in the community. This session focuses on building a consistent outside marketing strategy that creates relationships, drives referrals, and keeps your pipeline full. Learn how to identify key partners, approach conversations the right way, and turn everyday interactions into long-term business growth.
Date
Jun 11
Jun 11
Time
(EST)
1:00 pm
1:30 pm
Watch nowWatch now
Elevate
Elevate - Sales Team Job Duties
May 28, 2026
Audience
Agents and Team Members
Learn
Sales success starts with clarity and focus. This class outlines the core responsibilities of a high-performing sales team, including activity expectations, follow-up habits, pipeline management, and collaboration with service staff. Learn how correctly defining the role leads to stronger results and better team alignment.
Date
May 28
May 28
Time
(EST)
1:00 pm
1:30 pm
Watch nowWatch now
Elevate
Elevate - Customer Care Job Duties
May 21, 2026
Audience
Agents and Team Members
Learn
When everyone understands their role, the entire office operates better. This session clarifies the key responsibilities of customer care team members, how their work supports retention and client satisfaction, and how to structure daily priorities for maximum impact.
Date
May 21
May 21
Time
(EST)
1:00 pm
1:30 pm
Watch nowWatch now
Elevate
Elevate - Systems for an Efficient Office
April 30, 2026
Audience
Agents and Team Members
Learn
In this session, we’ll break down the key processes that keep work organized, communication clear, and teams operating at a high level. From task management and documentation to daily routines and accountability, you’ll learn how the right systems reduce stress, increase productivity, and create a smoother experience for both your team and your customers.
Date
Apr 30
Apr 30
Time
(EST)
1:00 pm
1:30 pm
Watch nowWatch now
Elevate
Elevate - Utilizing the Quote and Onboarding Checklist
October 22, 2026
Audience
Agents and Team Members
Learn
We will go through the use of our checklist step-by-step. Learning how to properly use the checklist will increase production, reduce post-sale service, and increase overall office efficiency.
Date
Oct 22
Oct 22
Time
(EST)
1:00 pm
1:30 pm
Watch nowWatch now
Elevate
Elevate - Tactics for Fall Life
August 20, 2026
Audience
Agents and Team Members
Learn
Fall Life presents unique opportunities to have meaningful life insurance conversations as families refocus on their goals, finances, and future plans. In this session, we'll explore practical strategies for identifying opportunities, creating urgency, and positioning life insurance as an essential part of a family's protection plan. Leave with actionable tactics you can implement immediately during the Fall Life promotional season.
Date
Aug 20
Aug 20
Time
(EST)
1:00 pm
1:30 pm
Watch nowWatch now
Elevate
Elevate - Complete Onboarding Process
August 18, 2026
Audience
Agents and Team Members
Learn
A great customer experience begins long before the first renewal. This session walks through a complete onboarding process designed to build trust, set expectations, and create lasting relationships from day one. Learn the key touchpoints, communication strategies, and follow-up practices that help customers feel confident in their decision and connected to your agency.
Date
Aug 13
Aug 13
Time
(EST)
1:00 pm
1:30 pm
Watch nowWatch now
Elevate
Elevate - Presenting Multiline Based on Need
August 6, 2026
Audience
Agent and Team Members
Learn
The most effective multiline conversations don’t feel like sales pitches—they feel like solutions. In this session, you'll learn how to uncover customer needs, identify coverage gaps, and confidently present multiline options that provide real value. Discover how a needs-based approach leads to stronger relationships, better protection, and increased production.
Date
Aug 6
Aug 6
Time
(EST)
1:00 pm
1:30 pm
Watch nowWatch now
Elevate
Elevate - A-Z Life Appointment Process
July 2, 2026
Audience
Agents and Team Members
Learn
In this class, learn the detailed process for a successful life appointment by uncovering their current plan, conducting a needs analysis, product selection, uncovering budget, and make key recommendations.
Date
Jul 2
Jul 2
Time
(EST)
1:00 pm
1:30 pm
Watch nowWatch now
Elevate
Elevate - Five Things Whole Life Does
June 29, 2026
Audience
Agents and Team Members
Learn
Whole life is one of the most powerful products in your portfolio — if you know how to use it. This class will give you a clear, practical breakdown of the five things Whole Life actually does, so you stop leaving opportunity (and trust) on the table.
Date
Jun 25
Jun 25
Time
(EST)
1:00 pm
1:30 pm
Watch nowWatch now
Elevate
Elevate - Term Life Explained
June 17, 2026
Audience
Agents and Team Members
Learn
Gain a detailed understanding of our term insurance portfolio and how to best utilize it to meet customer needs and systematically increase premium production through a conversion process.
Date
Jun 18
Jun 18
Time
(EST)
1:00 pm
1:30 pm
Watch nowWatch now
Elevate
Elevate - Outside Marketing
June 11, 2026
Audience
Agents and Team Members
Learn
Some of the best opportunities aren't sitting behind your desk — they're out in the community. This session focuses on building a consistent outside marketing strategy that creates relationships, drives referrals, and keeps your pipeline full. Learn how to identify key partners, approach conversations the right way, and turn everyday interactions into long-term business growth.
Date
Jun 11
Jun 11
Time
(EST)
1:00 pm
1:30 pm
Watch nowWatch now
Elevate
Elevate - Sales Team Job Duties
May 28, 2026
Audience
Agents and Team Members
Learn
Sales success starts with clarity and focus. This class outlines the core responsibilities of a high-performing sales team, including activity expectations, follow-up habits, pipeline management, and collaboration with service staff. Learn how correctly defining the role leads to stronger results and better team alignment.
Date
May 28
May 28
Time
(EST)
1:00 pm
1:30 pm
Watch nowWatch now
Elevate
Elevate - Customer Care Job Duties
May 21, 2026
Audience
Agents and Team Members
Learn
When everyone understands their role, the entire office operates better. This session clarifies the key responsibilities of customer care team members, how their work supports retention and client satisfaction, and how to structure daily priorities for maximum impact.
Date
May 21
May 21
Time
(EST)
1:00 pm
1:30 pm
Watch nowWatch now
Elevate
Elevate - Systems for an Efficient Office
April 30, 2026
Audience
Agents and Team Members
Learn
In this session, we’ll break down the key processes that keep work organized, communication clear, and teams operating at a high level. From task management and documentation to daily routines and accountability, you’ll learn how the right systems reduce stress, increase productivity, and create a smoother experience for both your team and your customers.
Date
Apr 30
Apr 30
Time
(EST)
1:00 pm
1:30 pm
Watch nowWatch now
Trophy Club
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Trophy Club Consulting
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