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Insurance Customer Service Training: 10 Week Live Instructor Led Virtual Training – Q3 2025

July 10, 2025 @ 1:30 pm

Schedule & What You’ll Learn:

All Sessions are 1 Hour & Limited To a Maximum of 15 Students. The course has pre session video training on: Making This the Best Call of The Client’s Day, Core Communication Skills, Structuring Your Day, Agency Standards, Core Service Philosophies & The Perfect Service Call.
Date Time Topic
July 10th 1:30 EST Handling Payments
July 17th 1:30 EST Proof of Insurance
July 24th 1:30 EST Endorsements
July 31st 1:30 EST Claims
August 7th 1:30 EST Renewals
August 14th 1:30 EST Managing Rate Concerns
August 21st 1:30 EST Handling Someone Who Wants to Cancel
August 28th 1:30 EST Cross-Selling Plan
September 4th 1:30 EST Effective Follow-Up
September 11th 1:30 EST Referrals & Reviews

What’s Included in the Program?

  • Access to pre-recorded video training on the program
  • Workbook & supporting scripts and quote sheet
  • Drop-in office hours
  • Weekly quizzes and assignments reviewed by instructor
  • 2 team leader check-in meetings
  • Community of 12-15 service professionals going through the training
  • Graduation, awards & prizes for performance 
  • 30 Days of Post Graduation Support Via Office Hours

 

Who Should Join?

  • Licensed and non-licensed insurance professionals. 
  • New agents looking to build confidence and learn how to WOW clients. 
  • Experienced agents ready to brush up their service tool kit.
  • Agency owners or managers who want to train their teams to give WOW Customer Service.

What Agents Are Saying

“I really have been enjoying the training. Its easy to understand and a fun way to learn.”
– D Morejon, Service Professional

Instructor

Details

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