Active Member Training: The 1st and 3rd Thursday of the month at 1:00 PM Central (2 PM Eastern, 12 PM Mountain, 11 AM Pacfic). All live sessions are recorded and available 24 x 7!
NEXT TRAINING TOPIC: CALENDAR BLOCKING THE 14 CORE WEEKLY AGENCY TASKS
Missed a previous session? No Problem! Click on the Registration Button to View Recorded Sessions
The Mini-Workshops' purpose is to provide the consistent staff training and role-play most agencies so desperately need but don't take the time to do. The training is for all staff, not just the agent!
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ACTIVE MEMBERS: For the fastest response Text your First Name, Last Name, and Question to our central message center at text 682-206-3836 or email email@example.com
(Why an email or text message? Our team is always on a call or video web meeting supporting our mentoring members. An email or text allows us to contact you at our earliest opportunity and give you our undivided attention)
THE INSURANCE PROSPECT TECHNOLOGY JOURNEY
Download the Training Handout at http://bit.ly/freemiummembershipinspireanation
The session starts with a prospect completing an online quote request and travels through the various stops on the technology journey, including receiving emails and text messages, completing the application, billing and paying, endorsements, claims, scheduling appointments, requesting policy documents, renewal, special life events, and more.
This session will open your eyes and mind to the insurance technology journey from an insurance prospect and customer viewpoint.