Zoom

Upcoming Live Events

Original Workshop

May 26th & 27th
Zoom Webinar 
9am – 12:45pm – MST

Day(s)

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Hour(s)

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Minute(s)

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Second(s)

Upcoming Schedule

Mar 30

Original (Day 1)

Mar 31

Original (Day 2)

Apr 13

Follow Up Plans

Apr 27

Original (Day 1)

Apr 28

Original (Day 2)

May 17

Follow Up Plans

10am-12:30pm MST

May 26

Original (Day 1)

9am-12:45pm MST

May 27

Original (Day 2)

9am-12:45pm MST

Jun 17

Follow Up Plans

10am-12:30pm MST

Jun 22

Original (Day 1)

9am-12:45pm MST

Jun 23

Original (Day 2)

9am-12:45pm MST

SPEED Training Options

Original Workshop

This class focuses on efficiently providing outstanding customer service to existing poliycholders, while automating as much as possible!

Follow Up Plans

This class provides a strategic and consistent way to follow up with prospects who have requested an insurance quote from your office.

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7 Hours Over 2 Days

No travel expenses, no time away from the office, no brainer!

70+ Email Templates

Customized content you can use immediately for daily correspondence with current customers.

12+ Outlook Email Signatures

Reply & forward professionally to everyday transactions.

15+ Custom Text Scripts

Simply copy and paste into SFConnect for things like late pays, signature forms, appointment confirmations, and more!

Google Reviews!

Built in scripts and links to your custom Google Business page for customers to easily leave you a 5 Star Review!

Alumni Pricing Available

The 1st person is $714, and then additional people are $314 each.
Alumni agencies are $314/person.

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2.5 Hours Over 1 Zoom Call

Begin implementation immediately!

4+ Follow Up Plans

Follow the ECRM Plans so nothing slips through the cracks. Included are time frames, task step names, and task descriptions.

10+ Quote Delivery Ideas

Look professional, bring value, no winging it!

10+ Custom Text Scripts

Simply copy and paste into SFConnect to send pre-written messages to people who have given permission to quote/follow up.

Google Reviews!

Built in scripts and links to your Google Business page for customers to easily leave you a 5 Star Review!

$214 per person

Reduced pricing because it is a shorter class, but tons of content and ideas!

1 Month Free Trials are Included!

SPEED Cloud

All products in one place with always current email templates for you and your team.

BOD Trainer

Follow our BOD Process in our online intuitive tool.  It is like painting by numbers!

Get Better Newsletter

Daily emails with product knowledge, timely reminders, and more for agents & team members to run an efficient agency.

SMPs

A series of automated task reminders that guarantee the right message at ther right time.

Digital Business Card

Make it simple for your prospects and customers to save your office info to their phone.

Email & Video Training

Daily emails and/or videos for personal development and culture building.