Recordings
All classes that are recorded will be posted here.
Quick Hit - Rules of Presentation
May 15, 2024
Audience
Agents and Team Members
Quick Hit - Success with Guest Coach, Ben D'Alessandro
May 8, 2024
Audience
Agents and Team Members
Elevate - Salesforce & Prioritization
May 2, 2024
Audience
Agents and Team Leaders
Learn
Learn how to utilize Salesforce list views to increase productivity through proper prioritization of your team’s daily tasks. This includes the technical details of setting up your list views to ensure efficient follow up processes, and reinforce a culture of accountability in your agency.
Elevate - Office Efficiencies (Outlook)
April 30, 2024
Audience
Agents and Team Leaders
Learn
Learn how to set up, monitor, and utilize Outlook for increased team performance and efficiency.
Elevate - Risk Management and Wealth Accumulation
April 30, 2024
Audience
Agents and Team Members
Learn
Learn the fundamentals of risk management and wealth accumulation using the financial triangle.
Quick Hit - Using Text to Stay Efficient
April 17, 2024
Audience
Agents and Team Members
Elevate - Whole Life Explained
April 11, 2024
Audience
Agents and Team Members
Learn
Instructors will review the details of whole life products to advance your understanding of features and benefits available to satisfy customer needs.
Quick Hit - Finding the Money
April 10, 2024
Audience
Agents and Team Members
Quick Hit - Triangle of Protection
April 3, 2024
Audience
Agents and Team Members
Quick Hit - Term and ROP Life Basics
March 27, 2024
Audience
Agents and Team Members
Elevate - Steps 4 and 5 Role Play Demonstration
March 21, 2024
Audience
Agents & Team Members
Learn
Join this live Q&A follow up session concluding our Five Step Customer Experience series.
Quick Hit - Direct Marketing
March 20, 2024
Audience
Agents and Team Members
Elevate - Step 3 Coverage Explanations and Role Play Demonstration
March 19, 2024
Audience
Agents & Team Members
Learn
We continue our Elevate series breaking down each step of the Five Step Customer Experience with a consistent approach to coverage explanation that gets multiline results.
Elevate - Steps 1 and 2 Role Play Demonstration
March 14, 2024
Audience
Agents & Team Members
Learn
Observe Trophy Club coaches model the first two steps of the Five Step Customer Experience.
Quick Hit - Life Needs Analysis
March 13, 2024
Audience
Agents and Team Members
Quick Hit - Follow Up to Close
March 6, 2024
Audience
Agents and Team Members
Learn
Learn effective follow up practices to ensure the best chance to close.
Elevate - Risk Management and Wealth Accumulation
April 30, 2024
Audience
Agents and Team Members
Learn
Learn the fundamentals of risk management and wealth accumulation using the financial triangle.
Elevate - Office Efficiencies (Outlook)
April 30, 2024
Audience
Agents and Team Leaders
Learn
Learn how to set up, monitor, and utilize Outlook for increased team performance and efficiency.
Elevate - Whole Life Explained
April 11, 2024
Audience
Agents and Team Members
Learn
Instructors will review the details of whole life products to advance your understanding of features and benefits available to satisfy customer needs.
Elevate - Steps 4 and 5 Role Play Demonstration
March 21, 2024
Audience
Agents & Team Members
Learn
Join this live Q&A follow up session concluding our Five Step Customer Experience series.
Elevate - Step 3 Coverage Explanations and Role Play Demonstration
March 19, 2024
Audience
Agents & Team Members
Learn
We continue our Elevate series breaking down each step of the Five Step Customer Experience with a consistent approach to coverage explanation that gets multiline results.
Elevate - Steps 1 and 2 Role Play Demonstration
March 14, 2024
Audience
Agents & Team Members
Learn
Observe Trophy Club coaches model the first two steps of the Five Step Customer Experience.
Elevate - Salesforce & Prioritization
May 2, 2024
Audience
Agents and Team Leaders
Learn
Learn how to utilize Salesforce list views to increase productivity through proper prioritization of your team’s daily tasks. This includes the technical details of setting up your list views to ensure efficient follow up processes, and reinforce a culture of accountability in your agency.
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