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X-WR-CALDESC:Events for Agency Performance Partners
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DTSTART;TZID=America/New_York:20260708T103000
DTEND;TZID=America/New_York:20260909T113000
DTSTAMP:20260525T032147
CREATED:20260415T210759Z
LAST-MODIFIED:20260511T165730Z
UID:475748-1783506600-1788953400@www.agencyperformancepartners.com
SUMMARY:Q3 2026 - Inbound Insurance Sales Training: 10 Week Live Instructor Led Virtual Training
DESCRIPTION:Schedule & What You’ll Learn:\nAll Sessions are 1 Hour & Limited To a Maximum of 15 Students. This course will help agents build confidence\, master a repeatable sales process\, and close more business.\nThe deadline for enrollment in this course is June 30th so secure your spot today! \n\n\n\nDate\nTime\nTopic\n\n\nJuly 8th\n10:30 EST\nBuilding Rapport\n\n\nJuly 15th\n10:30 EST\nFind Their Pain Points\n\n\nJuly 22nd\n10:30 EST\nQualify the Opportunity\n\n\nJuly 29th\n10:30 EST\nGather Quote Information\n\n\nAugust 5th\n10:30 EST\nQuoting Plan\n\n\nAugust 12th\n10:30 EST\nPresenting the Quote & Asking For the Business\n\n\nAugust 19th\n10:30 EST\nOvercoming Objections Part 1\n\n\nAugust 26th\n10:30 EST\nOvercoming Objections Part 2\n\n\nSeptember 2nd\n10:30 EST\nBreak-Up & Recycle\n\n\nSeptember 9th\n10:30 EST\nReferrals\, Rounds & Service Efficiency\n\n\n\nStudents 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. \n\nWhat’s Included in the Program?\n \n\nAccess to pre-recorded video training on the program\nWorkbook & supporting scripts and quote sheet\nDrop-in office hours\nWeekly quizzes and assignments reviewed by instructor\n2 team leader check-in meetings\nCommunity of 12-15 agents going through the training\nGraduation\, awards & prizes for performance \n30 Days of Post Graduation Support \n\n  \n\nWho Should Join?\n\nInsurance agents handling inbound leads who want to close more deals.\nNew agents looking to build confidence and a repeatable sales process.\nExperienced agents ready to take their closing ratios to the next level.\nAgency owners or managers who want to train their teams to dominate sales.\n\n\nWhat Agents Are Saying\n“I appreciate the hard work of the live virtual training team. The weekly classes and prerecorded videos were the perfect match to help me understand the objectives.”\n– J Johns (LVT Student)\n\nInstructors
URL:https://www.agencyperformancepartners.com/event/q3-2026-inbound-insurance-sales-training-10-week-live-instructor-led-virtual-training/
CATEGORIES:Live Virtual Training
ATTACH;FMTTYPE=image/png:https://www.agencyperformancepartners.com/wp-content/uploads/2025/07/Agency-Growth-Thumbnail.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260708T120000
DTEND;TZID=America/New_York:20260909T130000
DTSTAMP:20260525T032147
CREATED:20260415T210750Z
LAST-MODIFIED:20260416T135328Z
UID:475733-1783512000-1788958800@www.agencyperformancepartners.com
SUMMARY:Q3 2026 - Insurance Customer Service Training: 10 Week Live Instructor Led Virtual Training
DESCRIPTION:Schedule & What You’ll Learn:\nAll 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.\nThe deadline for enrollment in this course is June 30th so secure your spot today!\n\n\n\nDate\nTime\nTopic\n\n\nJuly 8th\n12:00 EST\nHandling Payments\n\n\nJuly 15th\n12:00 EST\nProof of Insurance\n\n\nJuly 22nd\n12:00 EST\nEndorsements\n\n\nJuly 29th\n12:00 EST\nClaims\n\n\nAugust 5th\n12:00 EST\nRenewals\n\n\nAugust 12th\n12:00 EST\nManaging Rate Concerns\n\n\nAugust 19th\n12:00 EST\nHandling Someone Who Wants to Cancel\n\n\nAugust 26th\n12:00 EST\nCross-Selling Plan\n\n\nSeptember 2nd\n12:00 EST\nEffective Follow-Up\n\n\nSeptember 9th\n12:00 EST\nReferrals & Reviews\n\n\n\nStudents 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. \n\nWhat’s Included in the Program?\n\nAccess to pre-recorded video training on the program\nWorkbook & supporting scripts and quote sheet\nDrop-in office hours\nWeekly quizzes and assignments reviewed by instructor\n2 team leader check-in meetings\nCommunity of 12-15 service professionals going through the training\nGraduation\, awards & prizes for performance \n30 Days of Post Graduation Support \n\n  \n\nWho Should Join?\n\nLicensed and non-licensed insurance professionals. \nNew agents looking to build confidence and learn how to WOW clients. \nExperienced agents ready to brush up their service tool kit.\nAgency owners or managers who want to train their teams to give WOW Customer Service.\n\n\nWhat Agents Are Saying\n“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.”\n– L Formhals (LVT Student)\n\nInstructor
URL:https://www.agencyperformancepartners.com/event/q3-2026-insurance-customer-service-training-10-week-live-instructor-led-virtual-training/
CATEGORIES:Live Virtual Training
ATTACH;FMTTYPE=image/png:https://www.agencyperformancepartners.com/wp-content/uploads/2026/01/WOW-Customer-Service-Thumbnail.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260708T133000
DTEND;TZID=America/New_York:20260909T143000
DTSTAMP:20260525T032147
CREATED:20260415T210742Z
LAST-MODIFIED:20260416T134610Z
UID:475743-1783517400-1788964200@www.agencyperformancepartners.com
SUMMARY:Q3 2026 - Insurance Leadership Development: 10 Week Live Instructor Led Virtual Training
DESCRIPTION:Schedule & What You’ll Learn:\nAll Sessions are 1 Hour & Limited To a Maximum of 15 Students. The course has pre session video training on: Common Leadership Styles\, Setting Team Goals\, Work Delegation\, Developing Your Team\, and Handling Difficult Team Members\, and much more!\nThe deadline for enrollment in this course is June 31st so secure your spot today!\n\n\n\nDate\nTime\nTopic\n\n\nJuly 8th\n1:30 EST\nIntroduction To Leadership\n\n\nJuly 15th\n1:30 EST\nIdentifying Your Execution Plan\n\n\nJuly 22nd\n1:30 EST\nPresenting Yourself As A Leader\n\n\nJuly 29th\n1:30 EST\nBeing An Excellent Communicator\n\n\nAugust 5th\n1:30 EST\nBuilding A Culture of Accountability\n\n\nAugust 12th\n1:30 EST\nEarning Team Buy-In\n\n\nAugust 19th\n1:30 EST\nTeam Culture\n\n\nAugust 26th\n1:30 EST\nOperational Excellence\n\n\nSeptember 2nd\n1:30 EST\nLeader Time Management\n\n\nSeptember 9th\n1:30 EST\nDeveloping Your Current Team & Handling A Difficult Team Member\n\n\n\nStudents 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. \n\nWhat’s Included in the Program?\n \n\nAccess to pre-recorded video training on the program\nWorkbook & supporting scripts and quote sheet\nDrop-in office hours\nWeekly quizzes and assignments reviewed by instructor\n2 team leader check-ins\nCommunity of 12-15 agents going through the training\nGraduation\, awards & prizes for performance \n30 Days of Post Graduation Support Via Office Hours\n\n  \n\nWho Should Join?\n\nInsurance agency leaders handling team responsibilities who want to manage their time more effectively to lead without burnout.\nNew managers looking to build confidence in prioritizing leadership tasks and creating repeatable daily routines.\nExperienced leaders ready to optimize their schedules and boost agency productivity to the next level.\nAgency owners who want to train their leadership teams to master time management and maximize efficiency.\n\n\nWhat Agents Are Saying\n“Kelly and the team did a wonderful job putting this class together. I have learned so much from her. Ivy and Sarah were also very prompt and efficient whenever I had any questions or technical difficulties. I would recommend anyone in the industry to Kelly and the team. You won’t be disappointed!”\n– J Walker (LVT Student)\n\nInstructor
URL:https://www.agencyperformancepartners.com/event/q3-2026-insurance-leadership-development-10-week-live-instructor-led-virtual-training/
CATEGORIES:Live Virtual Training
ATTACH;FMTTYPE=image/png:https://www.agencyperformancepartners.com/wp-content/uploads/2025/07/Agency-Absorb-Thumbnail.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260709T103000
DTEND;TZID=America/New_York:20260910T113000
DTSTAMP:20260525T032147
CREATED:20260415T210730Z
LAST-MODIFIED:20260512T200534Z
UID:475725-1783593000-1789039800@www.agencyperformancepartners.com
SUMMARY:Q3 2026 - Time Management Training: 10 Week Live Instructor Led Virtual Training
DESCRIPTION:Schedule & What You’ll Learn:\nAll 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.\nThe deadline for enrollment in this course is June 30th so secure your spot today!\n\n\n\nDate\nTime\nTopic\n\n\nJuly 9th\n10:30 EST\nEffective Use of Time Blocks\n\n\nJuly 16th\n10:30 EST\nEmail Management\n\n\nJuly 23rd\n10:30 EST\nActivity Management\n\n\nJuly 30th\n10:30 EST\nEffective Follow-up\n\n\nAugust 6th\n10:30 EST\nEmbracing Self-Service Models\n\n\nAugust 13th\n10:30 EST\nFirst-Call Resolution\n\n\nAugust 20th\n10:30 EST\nFirst Call Resolution Non-Premium Bearing\n\n\nAugust 27th\n10:30 EST\nFirst Call Resolution Premium Bearing\n\n\nSeptember 3rd\n10:30 EST\nFirst Call Resolution Quoting\n\n\nSeptember 10th\n10:30 EST\nControlling Your Customer\n\n\n\nStudents 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. \n\nWhat’s Included in the Program?\n \n\nAccess to pre-recorded video training on the program\nWorkbook & supporting scripts and quote sheet\nDrop-in office hours\nWeekly quizzes and assignments reviewed by instructor\n2 team leader check-in meetings\nCommunity of 12-15 agents going through the training\nGraduation\, awards & prizes for performance\n30 Days of Post Graduation Support Via Office Hours\n\n  \n\nWho Should Join?\n\nInsurance agents handling inbound leads who want to manage their time more effectively to handle more leads without burnout.\nNew agents looking to build confidence in prioritizing tasks and creating a repeatable daily routine.\nExperienced agents ready to optimize their schedules and boost productivity to the next level.\nAgency owners or managers who want to train their teams to master time management and maximize efficiency.\n\n\nWhat Agents Are Saying\n“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.”\n– L Olson (LVT Student)\n\nInstructors
URL:https://www.agencyperformancepartners.com/event/q3-2026-time-management-training-10-week-live-instructor-led-virtual-training/
CATEGORIES:Live Virtual Training
ATTACH;FMTTYPE=image/png:https://www.agencyperformancepartners.com/wp-content/uploads/2025/07/Agency-Efficiency-Thumbnail.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260709T120000
DTEND;TZID=America/New_York:20260910T130000
DTSTAMP:20260525T032147
CREATED:20260415T210713Z
LAST-MODIFIED:20260515T142603Z
UID:482791-1783598400-1789045200@www.agencyperformancepartners.com
SUMMARY:Q3 2026 - Insurance 101: 10 Week Live Instructor Led Virtual Training
DESCRIPTION:Schedule & What You’ll Learn:\nAll Sessions are 1 Hour & Limited To a Maximum of 15 Students. This course if a step-by-step foundation for understanding the industry\, learning the jargon and translating it to terms your clients understand\, and delivering real value to your clients no matter your role in the agency! You’ll go beyond surface level knowledge\, gain the clarity and the confidence to navigate real conversations and unlock your inner Insurance Nerd!\nThe deadline for enrollment in this course is June 30th so secure your spot today! Here’s what you’ll learn in this course:\n\n\n\nDate\nTime\nTopic\n\n\nJuly 9th\n12:00 EST\nTypes of Insurance\n\n\nJuly 16th\n12:00 EST\nKey Insurance Terminology and Concepts\n\n\nJuly 23rd\n12:00 EST\nAuto Insurance Basics (Personal Lines)\n\n\nJuly 30th\n12:00 EST\nHome Insurance Basics (Personal Lines)\n\n\nAugust 6th\n12:00 EST\nIntro to Commercial Insurance\n\n\nAugust 13th\n12:00 EST\nCommercial Gaps & Endorsements\n\n\nAugust 20th\n12:00 EST\nLife Insurance Fundamentals\n\n\nAugust 27th\n12:00 EST\nClient Communication Best Practices\n\n\nSeptember 3rd\n12:00 EST\nInsurance Soft Skills\n\n\nSeptember 10th\n12:00 EST\nBeing an Insurance Professional\n\n\n\nStudents 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. \n\nWhat’s Included in the Program?\n \n\nAccess to pre-recorded video training on the program\nWorkbook & Resources\nDrop-in office hours\nWeekly quizzes and assignments reviewed by instructor\n2 team leader check-in updates\nCommunity of 12-15 agents going through the training\nGraduation\, awards & prizes for performance \n30 Days of Post Graduation Support Via Office Hours\n\n  \n\nWho Should Join?\n\nUnlicensed team members who want to strengthen their insurance knowledge.\nAccount managers and service reps who handle client calls and want to simplify insurance terms with clients.\nNew hires who are new to the insurance industry.\n\n\nWhat Agents Are Saying\n“Great information with excellent examples of how to apply the concepts discussed in classes and videos!”\n– C Richert (LVT Student)\n\nInstructors
URL:https://www.agencyperformancepartners.com/event/q3-2026-insurance-101-10-week-live-instructor-led-virtual-training/
CATEGORIES:Live Virtual Training
ATTACH;FMTTYPE=image/png:https://www.agencyperformancepartners.com/wp-content/uploads/2026/04/Insurance-101.png
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/New_York:20260709T133000
DTEND;TZID=America/New_York:20260910T143000
DTSTAMP:20260525T032147
CREATED:20260415T210721Z
LAST-MODIFIED:20260511T164756Z
UID:475738-1783603800-1789050600@www.agencyperformancepartners.com
SUMMARY:Q3 2026 - Agency Retention: 10 Week Live Instructor Led Virtual Training
DESCRIPTION:Schedule & What You’ll Learn:\nAll 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! \nThe deadline for enrollment in this course is June 30th so secure your spot today!\n\n\n\nDate\nTime\nTopic\n\n\nJuly 9th\n1:30 EST\nIntroduction: Preparing\, Making the Call\, & Voicemail\n\n\nJuly 16th\n1:30 EST\nReviewing Questions – Understanding Changes\n\n\nJuly 23rd\n1:30 EST\nCoverage Recommendations & Working Through Resistance\n\n\nJuly 30th\n1:30 EST\nAdditional Line Recommendations & Working Through Resistance\n\n\nAugust 6th\n1:30 EST\nHandling Premium Discussions\n\n\nAugust 13th\n1:30 EST\nDiscount Review\n\n\nAugust 20th\n1:30 EST\nAccount Optimization & Call Conclusion\n\n\nAugust 27th\n1:30 EST\nRemarketing Strategy\n\n\nSeptember 3rd\n1:30 EST\nPresenting Your Cross Sale Quotes\n\n\nSeptember 10th\n1:30 EST\nPresenting Your Remarket\n\n\n\nStudents 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. \n\nWhat’s Included in the Program?\n \n\nAccess to pre-recorded video training on the program\nWorkbook & supporting scripts and quote sheet\nDrop-in office hours\nWeekly quizzes and assignments reviewed by instructor\n2 team leader check-ins\nCommunity of 12-15 agents going through the training\nGraduation\, awards & prizes for performance \n30 Days of Post Graduation Support Via Office Hours\n\n  \n\nWho Should Join?\n\nAccount managers and service reps who handle renewals\, policy changes\, and client calls daily.\nProducers who want stronger renewal retention and more effective cross-selling conversations.\nNew and experienced insurance professionals who need a repeatable renewal framework\nAgencies focused on retention growth who need a consistent and professional renewal process across the team.\n\n\nWhat Agents Are Saying\n“Great information with excellent examples of how to apply the concepts discussed in classes and videos!”\n– C Richert (LVT Student)\n\nInstructors
URL:https://www.agencyperformancepartners.com/event/q3-2026-agency-retention-10-week-live-instructor-led-virtual-training/
CATEGORIES:Live Virtual Training
ATTACH;FMTTYPE=image/png:https://www.agencyperformancepartners.com/wp-content/uploads/2026/02/Agency-Retention.png
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