Autoplay
Autocomplete
Previous Lesson
Complete and Continue
AppX Time Management 3.0/ Agency Efficiency
Welcome Introduction
PLEASE READ: This Course is Under ReVamp/ Newest Version "Agency Efficiency 4.0" Launching April 15th!
Welcome- Course Overview (1:53)
A Few Notes From Our Attorney
About Your Instructors (11:06)
3 Time Management Options (1:15)
How to Launch This Course With Your Team - FOR TEAM LEADERS ONLY/ STUDENTS SKIP to Student Overview Section
Leadership Resources- Download Your Guides (1:01)
FAQs (5:52)
How to Get Set Up (8:05)
Management System Set Up & Tracking General Overview (4:02)
Management System Set Up & Tracking General Overview: AMS360 (58:37)
Management System Set Up & Tracking General Overview: Epic (49:21)
Management System Set Up & Tracking General Overview: Hawksoft (9:43)
Management System Set Up & Tracking General Overview: Ezlynx
AppX Time Management Phase 1 (8:23)
AppX Time Management Phase 2 (14:05)
AppX Time Management Live & Virtual Clients - Data Processing (2:23)
AppX Time Management Student Overview- FOR STUDENTS
Welcome Students- Getting Started (5:16)
Download Your Resources (1:37)
What We Will Track (1:06)
How To Be a Great Student (7:15)
False Beliefs (7:14)
Statistics (3:18)
Philosophy (16:04)
Stress In Agencies (1:32)
What Your Peers Had to Say (2:12)
Take The Quiz! - Must Complete for Lesson Credit
Lesson 1: Effective Use of Email
Introduction (14:30)
Agency Communication Strategy (6:36)
Email Inbox Management - Get Cleaned Up (9:33)
The Approach (4:42)
Your Goal & Tracking (2:12)
Bonus: Outlook Hacks for Agents w. Travis Gensler (42:55)
Take the Quiz! - Must Complete for Lesson Credit
Lesson 2: Management System Activities
Using Management System Activities (16:08)
Getting Cleaned Up (2:57)
Management System Activity Approach (2:21)
Management System Activity Discussion (2:12)
Your Goal & Tracking (3:03)
Management System Activities Recap (3:47)
Take the Quiz! - Must Take for Lesson Credit
Lesson 3: Notepads
Notepads & Stickies Philosophy (5:53)
Reducing Notepad Dependency (5:27)
Notepad Stickies Approach (2:46)
Your Goal & Tracking (4:25)
Take the Quiz! - Must Take for Lesson Credit
Lesson 4: Your Desk & Workstation
APP Desk Philosophy (15:06)
How to Clean Your Desk (2:08)
Desk Approach (3:11)
Your Goal & Tracking (2:36)
Take the Quiz! - Must Take for Lesson Credit
Lesson 5: Time Blocking
Time Blocking Philosophy (7:42)
How to Get Organized for Time Blocking (6:01)
Time Blocking Approach (1:51)
Your Goal & Tracking (4:13)
Conclusion on Phase 1: Organization (4:40)
Take the Quiz! - Must Take for Lesson Credit
Phase 2: Introduction- FOR STUDENTS
Progress Review (5:41)
Lesson 6: Quoting Over the Phone (Personal & Small Commercial)
Quoting Over the Phone Philosophy (6:37)
Role Play Video (42:00)
How to Quote Over the Phone (4:58)
Quoting Over the Phone Approach (2:12)
Your Goal & Tracking (1:12)
Take the Quiz! - Must Take for Lesson Credit
Lesson 7: Reducing Call In & Walk In Payments
Payment Philosophy (5:07)
Payment Conversion Strategy (2:16)
Payment Approach (1:33)
Payment Conversion Role Play (20:12)
Your Goal & Tracking (1:06)
Take the Quiz! - Must Take for Lesson Credit
Lesson 8: Producer & Account Manager Roles
Identifying Clear Roles (8:54)
Service Standards (3:07)
Approach (1:57)
Your Goal & Tracking (3:05)
Take the Quiz! - Must Take for Lesson Credit
Lesson 9: Effective Follow Up Strategies - Follow Up
Follow Up Philosophies (6:58)
How to Follow Up (4:04)
Approach (1:57)
Your Goal & Tracking (1:32)
Take the Quiz! - Must Take for Lesson Credit
Lesson 10: Start Up & Shut Down Process
Routine Start Up & Shut Down (7:23)
Your Goals & Tracking (1:51)
Take the Quiz! - Must Take for Lesson Credit
Conclusion
Final Thoughts (3:40)
Bonus Sections!
Manager Time Management (19:53)
Producer Time Management (17:06)
Reducing ReMarketing (3:55)
Reducing Processing Backlog (2:43)
Director of First Impressions Time Management Strategies (2:42)
We Need To Hear From You
We Need To Hear From You
Teach online with
We Need To Hear From You
Lesson content locked
If you're already enrolled,
you'll need to login
.
Enroll in Course to Unlock