Our New Enhanced AppX Time Management Course! Please Use This Version of Time Management Only
Example Curriculum
Section 1: Course Introduction
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Section 2: Leadership Set Up Guide (For Agency Leaders Only)
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Section 3: Course Overview
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Section 4: Time Management Philosophies
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- Time Management Statistics (12:42)
- Where Agencies Can Become Inefficient (13:50)
- Time Management Philosophies to Embrace (20:38)
- Top 3 Things Holding Back Efficiency (27:20)
- Dealing With Stress In Insurance Agencies (17:48)
- How to Win Your Day (3:38)
- Handling Seasonality, Time Off & Being Short Staffed (3:17)
- How To Prioritize Your Day (4:01)
Section 5: Phase 1: Getting Organized
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Section 6: Optimize Your Time
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Section 7: Phase 2 - First Call Resolution
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- Lesson 6: 5 Steps To First Call Resolution (14:06)
- Lesson 7: First Call Resolution on Service Requests (Non-Premium Bearing) (10:02)
- Lesson 8: First Call Resolution on Service Requests (Premium Bearing) (9:37)
- Lesson 9: First Call Resolution on Quoting (15:25)
- Lesson 10: Key Conversations on Controlling The Client (22:29)
- Recap of Phase 2 (1:01)
Bonus Content
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We Need To Hear From You
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