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Q4 2026 – Time Management Training: 10 Week Live Instructor Led Virtual Training

October 7 @ 11:00 am - December 16 @ 12:00 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 September 22nd so secure your spot today!
Date Time Topic
Oct. 7th 11 AM EST Effective Use of Time Blocks
Oct. 14th 11 AM EST Email Management
Oct. 21st 11 AM EST Activity Management
Oct. 28th 11 AM EST Effective Follow-up
Nov. 4th 11 AM EST Embracing Self-Service Models
Nov. 11th 11 AM EST First-Call Resolution
Nov. 18th 11 AM EST First Call Resolution Non-Premium Bearing
Dec. 2nd 11 AM EST First Call Resolution Premium Bearing
Dec. 9th 11 AM EST First Call Resolution Quoting
Dec. 16th 11 AM 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 Before September 22nd!