Course Curriculum
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Course Introduction & Overview
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Leadership Section
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- Leaders: How to Use this Course (7:11)
- Right vs. Fast (1:48)
- Agency Standards (1:41)
- Leadership Questions (1:39)
- Editing the Processes (2:16)
- Rolling Out the Processes (3:07)
- Tracking the Processes (2:00)
- Holding the Team Accountable (2:34)
- Training New People (2:05)
- Updating & Editing the Processes (2:14)
- Storing Processes (1:52)
Process 1: Phone Call Answering & Transferring
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Process 2: Payments
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Process 3: File Documentation
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Process 4: Endorsements
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Process 5: Proof of Insurance & Declaration Page Request
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Process 6: Cancellations
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Process 7: New Business Process
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Process 8: Renewals
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Process 9: Remarketing & Rewriting
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Process 10: Claims
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