SPEED Training Registration
This class focuses on efficiently providing outstanding customer service to existing poliycholders, while automating as much as possible!
Follow Up Plans
This class provides a strategic and consistent way to follow up with prospects who have requested an insurance quote from your office.
7 Hours Over 2 Days
No travel expenses, no time away from the office, no brainer!
70+ Email Templates
Customized content you can use immediately for daily correspondence with current customers.
12+ Outlook Email Signatures
Reply & forward professionally to everyday transactions.
15+ Custom Text Scripts
Simply copy and paste into SFConnect for things like late pays, signature forms, appointment confirmations, and more!
Built in scripts and links to your custom Google Business page for customers to easily leave you a 5 Star Review!
Alumni Pricing Available
The 1st person is $714, and then additional people are $314 each.
Alumni agencies are $314/person.
2.5 Hours Over 1 Zoom Call
Begin implementation immediately!
4+ Follow Up Plans
Follow the ECRM Plans so nothing slips through the cracks. Included are time frames, task step names, and task descriptions.
10+ Quote Delivery Ideas
Look professional, bring value, no winging it!
10+ Custom Text Scripts
Simply copy and paste into SFConnect to send pre-written messages to people who have given permission to quote/follow up.
Built in scripts and links to your Google Business page for customers to easily leave you a 5 Star Review!
$214 per person
Reduced pricing because it is a shorter class, but tons of content and ideas!
1 Month Free Trials are Included!
All products in one place with always current email templates for you and your team.
Follow our BOD Process in our online intuitive tool. It is like painting by numbers!
Get Better Newsletter
Daily emails with product knowledge, timely reminders, and more for agents & team members to run an efficient agency.
A series of automated task reminders that guarantee the right message at ther right time.
Digital Business Card
Make it simple for your prospects and customers to save your office info to their phone.
Email & Video Training
Daily emails and/or videos for personal development and culture building.