
Q1 2027 – Time Management Training: 10 Week Live Instructor Led Virtual Training
January 20, 2027 @ 3:00 pm - March 24, 2027 @ 4:00 pm
Schedule & What You’ll Learn:
All Sessions are 1 Hour & Limited to a Maximum of 15 Students. This course is designed to empower learners to reclaim their time with efficiency strategies to manage their emails and tasks. We also cover first call resolution practices to eliminate backlog.
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.
| Date | Time | Topic |
|---|---|---|
| Jan. 20th | 3 PM EST | Effective Use of Time Blocks |
| Jan. 27th | 3 PM EST | Email Management |
| Feb. 3rd | 3 PM EST | Activity Management |
| Feb. 10th | 3 PM EST | Effective Follow-up |
| Feb. 17th | 3 PM EST | Embracing Self-Service Models |
| Feb. 24th | 3 PM EST | First-Call Resolution |
| March 3rd | 3 PM EST | First Call Resolution Non-Premium Bearing |
| March 10th | 3 PM EST | First Call Resolution Premium Bearing |
| March 17th | 3 PM EST | First Call Resolution Quoting |
| March 24th | 3 PM EST | Controlling Your Customer |
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-in meetings
- 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?
- Insurance agents handling inbound leads who want to manage their time more effectively to handle more leads without burnout.
- New agents looking to build confidence in prioritizing tasks and creating a repeatable daily routine.
- Experienced agents ready to optimize their schedules and boost productivity to the next level.
- Agency owners or managers who want to train their teams to master time management and maximize efficiency.
What Agents Are Saying
“This is practical/realistic/streamline advice for our industry that works. This class truly was the best meeting of my week. It is a reminder that we can have a little fun too! I am a firm believer in working hard and having fun at the same time if possible. Thank for the incredible coaching.”
– L Olson (LVT Student)
– L Olson (LVT Student)
Instructors
