New Kids on the Block: Learning Tools & Best Practices

3rd Tuesday of each month at 12:00 PM EST

Join Erin Koon, Agent Resource Manager, as she shows you the various tools, training, and best practices available to you through Medicare Answers Now.

For the links to register for any of these, please contact the office at 216-499-1600 or email [email protected]

Mad Skills Marketing

Last Monday of each month at 3:00 PM EST

Join Lori Bellman & Erin Koon as they discuss the varying ways you can build your Marketing pipeline the last Monday of each month! Topics to include:

JAN: Marketing Resources + Compliance
FEB: Community Events, table set up, what to take/handout, where to host, etc.
MARCH: Retention Efforts: How to maintain your existing clients
APRIL: Public speaking and how to give an engaging presentation
MAY: Direct mail ideas, JSA ARC, and more!

For the links to register for any of these, please contact the office at 216-499-1600 or email [email protected]

Mastering the Art of Having the Sales Conversation with Erin Koon

2nd Tuesday of each month at 2:00 PM EST

In this Zoom class, we will cover the fundamental basics of having a successful sales conversation. We will discuss essential topics, including what is required to cover, the tools you'll need, and how to navigate the conversation effectively. Additionally, we will address common hurdles you may encounter, strategies to stay prepared and organized and the differences between in person and virtual sales interactions.

For the links to register for any of these, please contact the office at 216-499-1600 or email [email protected]

Achieving Balance Through Strategic Time and Task Management

3rd Thursday of each month at 11:00 AM EST

Effective time management and strong organizational abilities are essential for success as an insurance agent. These skills help you prioritize task, stay on top of client needs, and maintain a structured approach to your daily responsibilities. Mastering these abilities ensures that you can meet deadlines, handle multiple clients efficiently, and provide exceptional service while achieving your goals. Topics to be covered:

1. Setting Goals and Prioritizing Tasks
2. Creating effective schedules
3. Managing client relationships efficiently
4. Dealing with Interruptions and Staying focused
5. Leveraging Tools and Technology
6. Delegation and Collaboration
7. Overcoming Procrastinations and Stress

For the links to register for any of these, please contact the office at 216-499-1600 or email [email protected]