Introduction | Agency Performance Pack Online

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AppX Time Management 3.0 Pack Online/ Agency Efficiency

Welcome Introduction

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 (1:29)
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)

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Introduction

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