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Q3 2026 – Time Management Training: 10 Week Live Instructor Led Virtual Training

July 9 @ 10:30 am - September 10 @ 11:30 am

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 June 30th so secure your spot today!
Date Time Topic
July 9th 10:30 EST Effective Use of Time Blocks
July 16th 10:30 EST Email Management
July 23rd 10:30 EST Activity Management
July 30th 10:30 EST Effective Follow-up
August 6th 10:30 EST Embracing Self-Service Models
August 13th 10:30 EST First-Call Resolution
August 20th 10:30 EST First Call Resolution Non-Premium Bearing
August 27th 10:30 EST First Call Resolution Premium Bearing
September 3rd 10:30 EST First Call Resolution Quoting
September 10th 10:30 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)

Instructors

Details

Secure Your Spot!