Recordings
All classes that are recorded will be posted here.
Elevate - Quote and Onboarding Checklist
April 10, 2025
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 - Understanding Disability Needs
April 9, 2025
Audience
Agents and Team Members
Learn
Learn how to uncover and utilize solid fact finding principles to uncover disability need and present logically.
Elevate - Custom Care Success Plan
April 3, 2025
Audience
Agents and Team Members
Learn
Learn the role, responsibilities, and daily schedule that set up Customer Care Representatives for success.
Quick Hit - Starting Your Day
April 2, 2025
Audience
Agent and Team Members
Learn
How you start your day matters. From what happens before you arrive in the office to your getting started routine, make your day count.
Elevate - Team Compensation and Incentives
March 27, 2025
Learn
Effective compensation plans attract, reward, and retain quality employees. We will detail plans for Account Representatives, Customer Care, and Financial Services Representatives in this course.
Quick Hit - Open Q&A
March 27, 2025
Audience
Agents and Team Members
Learn
Submit your burning questions to be rapid-fire answered by our coaches in this Quick Hit!
Quick Hit - Overcoming Common Objections
March 19, 2025
Audience
Agents and Team Members
Learn
Join our instructors as we walk you through how to overcome the most common closing objections you'll hear.
Quick Hit - Conquer Your Chaos with Winning Routines
March 12, 2025
Audience
Agents and Team Members
Learn
Learn how building good habits and having a consistent routine lead to success.
Elevate - Salesforce and Prioritization
March 6, 2025
Audience
Agents and Team Members
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 - Maximizing Your Day
March 5, 2025
Audience
Agents and Team Members
Learn
You only have limited time in your day. Join us to learn how to get the most of it.
Elevate - Q&A with Top Team Members
February 27, 2025
Audience
Agents and Team Members
Learn
Join to hear from top team members about how they have achieved their success.
Quick Hit - The Five Pillars of Business
February 26, 2025
Audience
Agents and Team Members
Learn
Join us this week for a Quick Hit session with Hunter, where he'll break down the importance of The Five Pillars of Business and why their specific order matters for success!
Elevate - Outside Marketing
February 20, 2025
Audience
Agents and Team Members
Learn
Discover the power of community marketing with our 4-part marketing plan! Learn how to connect locally, build trust, and drive long-term business through strategic partnerships, events, and digital presence. Elevate your agency and attract quality leads today!
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.
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 - 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.
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 - 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 - Recruiting and Hiring
September 3, 2024
Learn
Use a systematic approach to identify, recruit, and retain top talent.
Elevate - Quote and Onboarding Checklist
April 10, 2025
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 - Custom Care Success Plan
April 3, 2025
Audience
Agents and Team Members
Learn
Learn the role, responsibilities, and daily schedule that set up Customer Care Representatives for success.
Elevate - Team Compensation and Incentives
March 27, 2025
Learn
Effective compensation plans attract, reward, and retain quality employees. We will detail plans for Account Representatives, Customer Care, and Financial Services Representatives in this course.
Elevate - Salesforce and Prioritization
March 6, 2025
Audience
Agents and Team Members
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 - Q&A with Top Team Members
February 27, 2025
Audience
Agents and Team Members
Learn
Join to hear from top team members about how they have achieved their success.
Elevate - Outside Marketing
February 20, 2025
Audience
Agents and Team Members
Learn
Discover the power of community marketing with our 4-part marketing plan! Learn how to connect locally, build trust, and drive long-term business through strategic partnerships, events, and digital presence. Elevate your agency and attract quality leads today!
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 - 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 - Recruiting and Hiring
September 3, 2024
Learn
Use a systematic approach to identify, recruit, and retain top talent.
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