Q3 2026 – Agency Retention: 10 Week Live Instructor Led Virtual Training
July 9 @ 1:30 pm - September 10 @ 2:30 pm
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 June 30th so secure your spot today!
| Date | Time | Topic |
|---|---|---|
| July 9th | 1:30 EST | Introduction: Preparing, Making the Call, & Voicemail |
| July 16th | 1:30 EST | Reviewing Questions – Understanding Changes |
| July 23rd | 1:30 EST | Coverage Recommendations & Working Through Resistance |
| July 30th | 1:30 EST | Additional Line Recommendations & Working Through Resistance |
| August 6th | 1:30 EST | Handling Premium Discussions |
| August 13th | 1:30 EST | Discount Review |
| August 20th | 1:30 EST | Account Optimization & Call Conclusion |
| August 27th | 1:30 EST | Remarketing Strategy |
| September 3rd | 1:30 EST | Presenting Your Cross Sale Quotes |
| September 10th | 1:30 EST | Presenting Your Remarket |
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
“Great information with excellent examples of how to apply the concepts discussed in classes and videos!”
– C Richert (LVT Student)
– C Richert (LVT Student)
Instructors
