Schedule & What You’ll Learn:

All Sessions are 1 Hour & Limited To a Maximum of 15 Students. This course has pre-session training covering Renewal Review Preparation, Client Mindset, Premium Communication Strategies, and Proactive Education That Reduces Surprises at Time of Renewal. If you’re looking for 10 Steps to a Great Renewal Review, you’ve come to the right place!

The deadline for enrollment in this course is January 6th so secure your spot today! To ensure a collaborative group environment, a minimum of 6 participants is required for the class to take place. If we do not hit this minimum you will be offered a refund, ownership of our video training or a seat an alternative LVT course or for a future session. 

Students who successfully complete all homework assignments, receive a passing grade on quizzes, and attend at least 8 out of the 10 instructor-led training sessions will receive a graduation certificate and be eligible for prizes at the end of the course! This ensures participants stay engaged throughout the program and are applying the skills they learn throughout the course.

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-ins
  • Community of 12-15 agents going through the training
  • Graduation, awards & prizes for performance 
  • 30 Days of Post Graduation Support Via Office Hours

Who Should Join?

• Account managers and service reps who handle renewals, policy changes, and client calls daily.
• Producers who want stronger renewal retention and more effective cross-selling conversations.
• New and experienced insurance professionals who need a repeatable renewal framework
• Agencies focused on retention growth who need a consistent and professional renewal process across the team.

What Agents Are Saying

Instructors