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