Recordings
All classes that are recorded will be posted here.
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.
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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.
Watch nowWatch now
Quick Hit - Key Homeowners Endorsements
August 12, 2026
Audience
Agents and Team Members
Learn
Small coverage additions can make a big difference when it matters most. In this quick-hit session, we’ll review the most important homeowners endorsements, when to recommend them, and how to explain their value in a way customers understand. Learn how the right endorsement conversations can strengthen protection, improve customer confidence, and uncover additional coverage opportunities.
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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.
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Quick Hit - Positioning Supplemental Health Insurance
July 29, 2026
Audience
Agents and Team Members
Learn
Your customers don’t know to ask for it — that’s why your whole office needs to know how to bring it up. This class shows agents and their teams how to introduce supplemental health naturally and confidently, so more customers are better protected.
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Quick Hit - The Importance of the Sales Matrix
July 23, 2026
Audience
Agents and Team Members
Learn
What you say matters. How you say it matters more. This class breaks down the real mechanics of human connection in a sales environment — so every agent and team member shows up to every interaction ready to make it count.
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Quick Hit - Universal Life Overview
July 15, 2026
Audience
Agents and Team Members
Learn
Your customers are asking about it — your whole office should be ready to answer. This class gives agents and their staff a clear, confident understanding of universal life so every conversation moves in the right direction.
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Quick Hit - Developing a Winning Mindset
July 8, 2026
Audience
Agents and Team Members
Learn
Showing up isn’t enough — how you show up is everything. This class is a reset for agents and their teams who are ready to take ownership of their role, raise their standard, and become the kind of office that wins consistently.
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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.
Watch nowWatch now
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.
Watch nowWatch now
Quick Hit - Simplifying the Cash Value of Life Insurance
June 24, 2026
Audience
Agents and Team Members
Learn
Cash value shouldn't be a mystery — not to your customers, and not to you. This class cuts through the complexity so you can explain it clearly, confidently, and in a way that closes deals.
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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.
Watch nowWatch now
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.
Watch nowWatch now
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.
Watch nowWatch now
Elevate - Total Accountability
May 7, 2026
Audience
Agents and Team Members
Learn
Accountability doesn’t happen by accident — it’s built through clear expectations, consistent follow-up, and a culture where everyone owns the outcome. In this class, we’ll explore practical ways to establish accountability across your team, from setting measurable goals to reinforcing standards and tracking performance. Learn how strong accountability creates clarity, strengthens trust, and drives better results throughout the office.
Watch nowWatch now
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.
Watch nowWatch now
Elevate - Utilizing the Quote and Onboarding Checklist
February 9, 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.
Watch nowWatch now
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.
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.
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.
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.
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.
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.
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.
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.
Elevate - Total Accountability
May 7, 2026
Audience
Agents and Team Members
Learn
Accountability doesn’t happen by accident — it’s built through clear expectations, consistent follow-up, and a culture where everyone owns the outcome. In this class, we’ll explore practical ways to establish accountability across your team, from setting measurable goals to reinforcing standards and tracking performance. Learn how strong accountability creates clarity, strengthens trust, and drives better results throughout the office.
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.
Elevate - Utilizing the Quote and Onboarding Checklist
February 9, 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.
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Trophy Club Consulting
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