Q4 2026 – Insurance Customer Service Training: 10 Week Live Instructor Led Virtual Training
September 29 @ 11:00 am - December 15 @ 12:00 pm
Schedule & What You’ll Learn:
All Sessions are 1 Hour & Limited To a Maximum of 15 Students. The course has pre session video training on: Making This the Best Call of The Client’s Day, Core Communication Skills, Structuring Your Day, Agency Standards, Core Service Philosophies & The Perfect Service Call.
The deadline for enrollment in this course is September 22nd so secure your spot today!
| Date | Time | Topic |
|---|---|---|
| Sept. 29th | 11 AM EST | Welcome: Agency School Tour/Onboarding |
| Oct. 6th | 11 AM EST | Handling Payments |
| Oct. 13th | 11 AM EST | Proof of Insurance |
| Oct. 20th | 11 AM EST | Endorsements |
| Oct. 27th | 11 AM EST | Claims |
| Nov. 3rd | 11 AM EST | Renewals |
| Nov. 10th | 11 AM EST | Managing Rate Concerns |
| Nov. 17th | 11 AM EST | Handling Someone Who Wants to Cancel |
| Dec. 1st | 11 AM EST | Cross-Selling Plan |
| Dec. 8th | 11 AM EST | Effective Follow-Up |
| Dec. 15th | 11 AM EST | Referrals & Reviews |
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 service professionals going through the training
- Graduation, awards & prizes for performance
- 30 Days of Post Graduation Support
Who Should Join?
- Licensed and non-licensed insurance professionals.
- New agents looking to build confidence and learn how to WOW clients.
- Experienced agents ready to brush up their service tool kit.
- Agency owners or managers who want to train their teams to give WOW Customer Service.
What Agents Are Saying
“Overall, every point you set out to make. You did. And you explained it all very well, complete with scripts and role-playing. I did a CSR course just before I was licensed, and this course was a really nice refresher.”
– L Formhals (LVT Student)
– L Formhals (LVT Student)
Instructor
