Recordings
All classes that are recorded will be posted here.
Elevate - Year End Checklist For Team Members
December 18, 2025
Audience
Agents and Team Members
Learn
Join us to go through a comprehensive list of items to kickstart next year and make it your best yet.
Elevate - POP UP CALL - Listview Adjustments Due to MPO
December 17, 2025
Audience
Agents and Team Members
Learn
Learn how to utilize Salesforce 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 - It's Not How You Start - It's How You Finish
December 17, 2025
Audience
Agents and Team Members
Learn
How to finish 2025 strong.
Elevate - Year End Checklist For Agents
December 11, 2025
Learn
Agent join us to go through a comprehensive list of items to kickstart next year and make it your best yet.
Quick Hit - Positioning the Personal Articles Policies
December 10, 2025
Audience
Agents and Team Members
Learn
Learn how to increase your fire production and improve claim experiences for your customers.
Quick Hit - Building Value in Homeowners
December 3, 2025
Audience
Agents and Team Members
Learn
Learn how to highlight specific homeowner's coverages to create value for your customers.
Elevate - Coaching with Intention
November 20, 2025
Audience
Agents and Team Leaders
Learn
Create an environment that inspires your employees to reach their potential.
Quick Hit - Leveraging Gratitude
November 19, 2025
Audience
Agents and Team Members
Learn
How gratitude impacts your customers, team and personal success.
Elevate - Salesforce and Prioritization
November 13, 2025
Audience
Agents and Team Members
Learn
Learn how to utilize Salesforce 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 - The 3 P's
November 12, 2025
Audience
Agents and Team Members
Learn
Learn the importance of Personal, Physical and Professional development that leads to success.
Quick Hit - Using AI Tools To Improve Efficiency
November 5, 2025
Audience
Agents and Team Members
Learn
Learn how to use the company's AI tools to cut down on the time it takes to complete simple tasks.
Short Takes - Setting the Life Insurance Review Appointment
October 6, 2025
Elevate - Finding Top Talent
July 31, 2025
Learn
Identify, attract, and onboard top talent through consistent and efficient processes.
Elevate - All Things MOA
July 17, 2025
Learn
How to set up your team and technology to maintain accountability, productivity, and a winning culture.
Elevate - Winning the Day for Leaders
May 2, 2025
Audience
Agents and Team Leaders
Learn
Agents and Team Leaders will learn how to utilize our Daily Schedules to maximize productivity and efficiency.
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 - 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.
Short Takes - In-Book Marketing: Renters, No Life, and Age 45+
February 24, 2025
Elevate - Year End Checklist For Team Members
December 18, 2025
Audience
Agents and Team Members
Learn
Join us to go through a comprehensive list of items to kickstart next year and make it your best yet.
Elevate - POP UP CALL - Listview Adjustments Due to MPO
December 17, 2025
Audience
Agents and Team Members
Learn
Learn how to utilize Salesforce 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 - Year End Checklist For Agents
December 11, 2025
Learn
Agent join us to go through a comprehensive list of items to kickstart next year and make it your best yet.
Elevate - Coaching with Intention
November 20, 2025
Audience
Agents and Team Leaders
Learn
Create an environment that inspires your employees to reach their potential.
Elevate - Salesforce and Prioritization
November 13, 2025
Audience
Agents and Team Members
Learn
Learn how to utilize Salesforce 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 - Finding Top Talent
July 31, 2025
Learn
Identify, attract, and onboard top talent through consistent and efficient processes.
Elevate - All Things MOA
July 17, 2025
Learn
How to set up your team and technology to maintain accountability, productivity, and a winning culture.
Elevate - Winning the Day for Leaders
May 2, 2025
Audience
Agents and Team Leaders
Learn
Agents and Team Leaders will learn how to utilize our Daily Schedules to maximize productivity and efficiency.
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 - 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 - It's Not How You Start - It's How You Finish
December 17, 2025
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