Recordings
All classes that are recorded will be posted here.
Quick Hit - Asking Great Questions
February 20, 2025
Audience
Agents and Team Members
Learn
Learn key questions to uncover needs and make logical presentations to your prospects.
Quick Hit - Effective Office Communication
February 12, 2025
Audience
Agents and Team Members
Learn
Understand how clear, efficient office communication can stop little problems from becoming big ones.
Quick Hit - Getting to GNConnect on RNA
February 5, 2025
Audience
Agents and Team Members
Learn
Improve your closing rate by learning key skills to move raw new auto quotes to virtual meetings.
Quick Hit - Receiving a Quote Transfer
January 29, 2025
Audience
Agents and Team Members
Learn
Learn how efficient offices seamlessly transfer call-in quotes to their teammates.
Elevate - Customer Care to Life Insurance
January 24, 2025
Audience
Agents and Team Members
Learn
Learn how to take advantage of incoming calls to serve customer needs and generate revenue through life insurance sales.
Quick Hit - Automated Appointments
January 22, 2025
Audience
Agents and Team Members
Learn
Stop getting ghosted! Learn how to utilize technology to improve your appointment show rates.
Elevate - In-Book Marketing
January 16, 2025
Audience
Agents and Team Members
Learn
Ensuring existing customers have proper coverage is an important part of growth and retention. Learn how to systematize contact with your in-book throughout the year.
Quick Hit - Why NECHO Matters
January 15, 2025
Audience
Agents and Team Members
Learn
Learn why mastery of NECHO is crucial to office efficiency and uncovering new opportunities with your customers.
Elevate - Utilizing Trophy Club for 2025
January 9, 2025
Audience
Agents and Team Leaders
Learn
Learn how to utilize the curriculum Trophy Club offers to you and your team, while customizing it to fit your specific office needs.
Quick Hit - Fast Start List
January 8, 2025
Audience
Agents and Team Members
Learn
Understand the lists to run to generate life for Fast Start.
Elevate - Presenting Universal Life
December 19, 2024
Audience
Agents and Team Members
Learn
Understand the features of Universal Life and how to effectively present them to key prospects.
Quick Hit - Take Control of 2025
December 18, 2024
Audience
Agents and Team Members
Learn
Review the three part plan to get the results you deserve in 2025.
Quick Hit - Mindset of a Champion
December 11, 2024
Audience
Agents and Team Members
Learn
Learn how to manage your mindset to achieve your goals.
Elevate - Get Your PhD in the BOD
December 10, 2024
Audience
Agents and Team Members
Learn
Learn Beginning of Day best practices to complete this daily task efficiently and with ease.
Quick Hit - Attitude of Gratitude
November 27, 2024
Audience
Agents and Team Members
Learn
Learn how gratitude can ensure.
Elevate - How Top Agents Structure Their Office to Get Results
November 21, 2024
Audience
Agents and Team Leaders
Learn
Efficient office structure is essential to consistent results. Learn how to structure your staff to improve role clarity and accountability.
Elevate - The Five Things Whole Life Does
November 19, 2024
Audience
Agents & Team Members
Learn
Present with confidence when you know the five things whole life does.
Elevate - Quote and Onboarding Checklist
November 14, 2024
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.
Quick Hit - Life Needs Analysis
November 13, 2024
Audience
Agents and Team Members
Learn
Build confidence and skill conducting a life needs analysis with your customers.
Quick Hit - Pause, Breathe, Focus
November 6, 2024
Audience
Agents and Team Members
Learn
Learn the tools to deal with the stress of working toward the challenges of being a Team Member in today's environment.
Quick Hit - Customer Appointment Preparation
October 30, 2024
Audience
Agents and Team Members
Learn
Create your own luck by preparing effectively for every appointment.
Elevate - Coaching and Development
October 24, 2024
Audience
Agents and Team Leaders
Learn
Create an environment that inspires your employees to reach their potential.
Quick Hit - Homeowners Policy Review
October 23, 2024
Audience
Agents and Team Members
Learn
Help your customers protect what is likely to be one of the largest assets they own with a proven system to deepen relationships and retain business.
Quick Hit - Reading the "C"
October 16, 2024
Audience
Agents and Team Members
Learn
Every customer interaction holds an opportunity to be proactive and uncover additional needs. Learn how to turn service transactions into revenue generating conversations.
Elevate - Clear Accountability Utilizing Reports
October 10, 2024
Audience
Agents and Team Leaders
Learn
We will cover specific reports and how we use them to make decisions within our organization.
Quick Hit - Working Premium Decreases
October 9, 2024
Audience
Agents and Team Members
Learn
Turn premium decrease notifications into in-book sales opportunities.
Elevate - Positioning Health Products During Open Enrollment
October 3, 2024
Audience
Agents and Team Members
Learn
Customers have options during in open enrollment. Learn how to diversify their risk and fill up protected gaps using our health insurance product portfolio.
Quick Hit - Self Prospecting
October 2, 2024
Audience
Agents and Team Members
Learn
Keep your sales pipeline flowing with a self-prospecting strategy.
Quick Hit - Handling After-Hours Quotes and Warm Leads
September 18, 2024
Audience
Agents and Team Members
Learn
Learn best practices for handling after-hours quotes and warm leads to generate more business and retain customers longer.
Elevate - Life Fundamentals
September 17, 2024
Audience
Agents and Team Members
Learn
Learn everything you need to know to be confident and effective in a life insurance appointment.
Elevate - Salesforce and Prioritization
September 17, 2024
Audience
Agents and Team Leaders
Learn
Learn how to utilize Salesforce list views to increase productivity through proper prioritization of your team’s daily tasks. This includes the technical details of setting up your list views to ensure efficient follow up processes, and reinforce a culture of accountability in your agency.
Quick Hit - GIO and Election
September 11, 2024
Audience
Agents and Team Members
Learn
Learn to leverage the Guaranteed Insurability Option to the advantage of your customers and business.
Quick Hit - Organizing and Handling Customer Texts
September 4, 2024
Audience
Agents and Team Members
Learn
Discuss best practices for keeping texts organized and up to date across all members of your team.
Elevate - Recruiting and Hiring
September 3, 2024
Learn
Use a systematic approach to identify, recruit, and retain top talent.
Elevate - Customer Care to Life Insurance
January 24, 2025
Audience
Agents and Team Members
Learn
Learn how to take advantage of incoming calls to serve customer needs and generate revenue through life insurance sales.
Elevate - In-Book Marketing
January 16, 2025
Audience
Agents and Team Members
Learn
Ensuring existing customers have proper coverage is an important part of growth and retention. Learn how to systematize contact with your in-book throughout the year.
Elevate - Utilizing Trophy Club for 2025
January 9, 2025
Audience
Agents and Team Leaders
Learn
Learn how to utilize the curriculum Trophy Club offers to you and your team, while customizing it to fit your specific office needs.
Elevate - Presenting Universal Life
December 19, 2024
Audience
Agents and Team Members
Learn
Understand the features of Universal Life and how to effectively present them to key prospects.
Elevate - Get Your PhD in the BOD
December 10, 2024
Audience
Agents and Team Members
Learn
Learn Beginning of Day best practices to complete this daily task efficiently and with ease.
Elevate - How Top Agents Structure Their Office to Get Results
November 21, 2024
Audience
Agents and Team Leaders
Learn
Efficient office structure is essential to consistent results. Learn how to structure your staff to improve role clarity and accountability.
Elevate - Quote and Onboarding Checklist
November 14, 2024
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.
Elevate - The Five Things Whole Life Does
November 19, 2024
Audience
Agents & Team Members
Learn
Present with confidence when you know the five things whole life does.
Elevate - Coaching and Development
October 24, 2024
Audience
Agents and Team Leaders
Learn
Create an environment that inspires your employees to reach their potential.
Elevate - Clear Accountability Utilizing Reports
October 10, 2024
Audience
Agents and Team Leaders
Learn
We will cover specific reports and how we use them to make decisions within our organization.
Elevate - Positioning Health Products During Open Enrollment
October 3, 2024
Audience
Agents and Team Members
Learn
Customers have options during in open enrollment. Learn how to diversify their risk and fill up protected gaps using our health insurance product portfolio.
Elevate - Life Fundamentals
September 17, 2024
Audience
Agents and Team Members
Learn
Learn everything you need to know to be confident and effective in a life insurance appointment.
Elevate - Salesforce and Prioritization
September 17, 2024
Audience
Agents and Team Leaders
Learn
Learn how to utilize Salesforce list views to increase productivity through proper prioritization of your team’s daily tasks. This includes the technical details of setting up your list views to ensure efficient follow up processes, and reinforce a culture of accountability in your agency.
Elevate - Recruiting and Hiring
September 3, 2024
Learn
Use a systematic approach to identify, recruit, and retain top talent.
Quick Hit - Handling After-Hours Quotes and Warm Leads
September 18, 2024
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