Q2 2026 – Leaders Guide to Renewal Reviews: 4 Week Live Instructor Led Virtual Training
May 7 @ 1:00 pm - May 28 @ 2:00 pm
Schedule & What You’ll Learn:
All Sessions are 1 Hour & Limited To a Maximum of 50 Students. This Live Virtual Training Mini Course will go over structured renewal review program and renewal workflows to help leaders gain team buy-in to proactively engage with your clients to keep them from shopping elsewhere.
| Date | Time | Topic |
| May 7th | 1:00 PM EST | Renewal Call Challenges & Benefits |
| May 14th | 1:00 PM EST | Program Set Up For Your Team |
| May 21st | 1:00 PM EST | Launching & Roll Out For Buy-In |
| May 28th | 1:00 PM EST | Kind Accountability To Get On Track |
What’s Included in the Program?
- Recorded training so you can rewatch our meeting at any time!
- Live Q&A
- Digital workbook
- Community of agents going through the training
- Graduation, awards & prizes for performance and participation
Who Should Join?
- Agency Owners and Operations Leaders who want a structured renewal program their team can actually follow.
- Team Leads and Department Managers who are responsible for creating a consistent renewal process across the agency.
- Agencies struggling with missed renewals, late follow-ups, or inconsistent renewal workflows.
- Any Agency leader who wants their team to embrace a renewal call process.
What Agents Are Saying
“Yes, everyone I have spoken to says they enjoyed it and learned a lot. The time went by fast because they were so engaged.”
– M Stevens, Sales Manager
– M Stevens, Sales Manager
Instructors
