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ACTIVE MEMBERS: SCROLL TO THE BOTTOM OF THE PAGE TO REGISTER FOR THE UPCOMING STAFF TRAINING MINI-WORKSHOP!


Calendar Blocking - Master Class

Wed, February 03, 2021 7:39 AM | Billy R. Williams, PhD. (Administrator)

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Lack of calendar blocking tasks is a major weakness in most insurance agencies. This master class will teach you how to eliminate that weakness.

This master class will teach you:

How to determine the agency's most important KPI's and Tasks

Decide the who, what, when, and how to manage calendar blocking in an insurance agency

Review the actions that must be taken by staff when staff or team member does not stick to their calendar blocked schedule and tasks.

The Fix My Insurance Agency Podcast is listed as one of the top 15 insurance-focused podcasts in the world by Feedspot; https://blog.feedspot.com/insurance_podcasts/



Active Member Training: The 1st and 3rd Thursday of the month at 12:00 PM Central (1 PM Eastern, 11 PM Mountain, 10 AM Pacfic).

All live sessions are recorded and available 24 x 7!

UPCOMING TRAINING TOPIC:

3 Part Mini-Workshop Series: Best Practices for Generating Leads, Lead Management, and New Customer Onboarding

Missed a previous session? No Problem! Click on the Workshop Button to View Recorded Sessions




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