Course Introduction & Overview

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days after you enroll

• Welcome/Overview (2:45) Start
• A Few Notes from Our Attorney Start
• About Your Instructors (7:27) Start
• What You Will Learn in This Course (2:18) Start

  Leadership Section

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days after you enroll

• Download Your Resources Start
• Leaders: How to Use this Course (7:11) Start
• Right vs. Fast (1:48) Start
• Agency Standards (1:41) Start
• Leadership Questions (1:39) Start
• Editing the Processes (2:16) Start
• Rolling Out the Processes (3:07) Start
• Tracking the Processes (2:00) Start
• Holding the Team Accountable (2:34) Start
• Training New People (2:05) Start
• Updating & Editing the Processes (2:14) Start
• Storing Processes (1:52) Start

  Process 1: Phone Call Answering & Transferring

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days after you enroll

• Downloadable Resources (4:43) Start
• Process Overview (5:58) Start
• Process Set Up Questions (4:23) Start
• Process Document (For the Team) (4:09) Start
• Role Playing Videos (16:17) Start

  Process 2: Payments

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days after you enroll

• Downloadable Resources Start
• Process Overview (3:08) Start
• Process Set Up Questions (5:05) Start
• Process Document (9:20) Start
• Role Playing Video (7:55) Start

  Process 3: File Documentation

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days after you enroll

• Downloadable Resources Start
• Process Overview (1:41) Start
• Process Set Up Questions (3:50) Start
• Process Document (5:24) Start
• Role Playing Video (2:19) Start

  Process 4: Endorsements

Available in days

days after you enroll

• Download Your Resources Start
• Process Overview (2:36) Start
• Process Set Up Questions (2:17) Start
• Process Document (3:59) Start
• Supporting Documents (4:43) Start
• Role Playing Videos (18:53) Start

  Process 5: Proof of Insurance & Declaration Page Request

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days after you enroll

• Download Your Resources Start
• Process Overview (2:07) Start
• Process Set Up Questions (3:47) Start
• Process Document (4:34) Start
• Supporting Documents (1:50) Start
• Role Playing Videos (4:39) Start

  Process 6: Cancellations

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days after you enroll

• Download Your Resources Start
• Process Overview (1:36) Start
• Process Set Up Questions (2:57) Start
• Process Document (5:34) Start
• Role Playing Videos (21:11) Start

  Process 7: New Business Process

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days after you enroll

• Download Your Resources Start
• Process Overview (8:55) Start
• Process Set Up Questions (9:20) Start
• Process Document (9:54) Start
• Supporting Documents (4:35) Start
• Role Playing Video (16:14) Start

  Process 8: Renewals

Available in days

days after you enroll

• Download Your Resources Start
• Process Overview (1:39) Start
• Process Set Up Questions (3:03) Start
• Process Document (5:11) Start
• Supporting Documents (9:01) Start
• Role Playing Video (17:50) Start

  Process 9: Remarketing & Rewriting

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days after you enroll

• Download Your Resources Start
• Process Overview (4:39) Start
• Process Set Up Questions (6:38) Start
• Process Document (For the Team) (5:48) Start
• Supporting Documents (3:13) Start
• Role Playing Video (8:42) Start

  Process 10: Claims

Available in days

days after you enroll

• Download Your Resources Start
• Process Overview (5:39) Start
• Process Set Up Questions (4:37) Start
• Process Document (7:10) Start
• Role Playing Videos (17:44) Start

  We Need To Hear From You

Available in days

days after you enroll

• We Need To Hear From You Start