RPOA Events Calendar

Team Member Onboarding Session
2023-07-05 13:00 - 13:30, 2023-07-06 13:00 - 13:30, 2023-07-07 13:00 - 13:30, 2023-07-12 13:00 - 13:30, 2023-07-13 13:00 - 13:30, 2023-07-14 13:00 - 13:30, 2023-07-19 13:00 - 13:30, 2023-07-20 13:00 - 13:30 (America/New_York) and 2 more dates
Welcome to the RPOA Family! This onboarding is specifically for team members.
Here’s what you can expect:
– A brief intro to the company and how the program works
– A virtual walk through of the platform and our online library
– Best practices for faster results
– Answer any questions you might have about RPOA
***INTERACTIVE MEETING-PLEASE COME WITH YOUR VIDEO AND AUDIO ON***

Getting Started with RPOA for Agency Owners & Managers
2023-07-07 15:00 - 16:00, 2023-07-10 12:00 - 13:00, 2023-07-11 12:00 - 13:00, 2023-07-12 12:00 - 13:00, 2023-07-13 12:00 - 13:00, 2023-07-17 12:00 - 13:00, 2023-07-18 12:00 - 13:00, 2023-07-19 12:00 - 13:00 and 3 more dates
Welcome to the RPOA Family!

Here’s what you can expect:
-A brief intro to the company and how the program works
-A virtual walk through of the platform and our online library
-Best practices for the fastest results for your team
-Q & A

***INTERACTIVE ZOOM MEETING-PLEASE COME WITH YOUR VIDEO AND AUDIO ON***

Live Role Play Webinar-Olson Agency LIVE GRID practice!!
2023-07-11 15:00 - 15:30
This week we are going to stream a LIVE practice session from our own team. As producers, it is crucial that we are open to coaching, that we know how to be coached and what it sounds like, and that we implement the suggestions that we are given. In this session producers will learn how to work through the grid, and sales managers and owners will learn some great coaching techniques that can help when you are working with your team!

Live Q & A Zoom Session for Agency Owners & Sales Managers
2023-07-11 16:30 - 17:30, 2023-07-18 16:30 - 17:30, 2023-07-25 16:30 - 17:30
RPOA gets emails and calls every day asking about the setup of our team, which leads we work, incentives, promos, hiring, onboarding, training, coaching, vendors, the list goes on. We absolutely love fielding these, and are now going to be doing so in a live setting for agency owners where you can come on every week and ask whatever is on your mind!
These sessions will be every Tuesday after our regular show from 4:30-5:30 EST, and will be open to all owners and managers. There will be no structured format to these virtual get togethers. Jeremy and Kristin will simply be on and ready to field any questions you may have. This is YOUR time, so whether you decide to come every week, a couple of times a month, or just when you have something you want to ask, it’s all up to you!
***Please email tyara@insuranceroleplay.com if you still need this private link

"How To Run Your Agency" 2 1/2 Hour Workshop for Owners & Managers
2023-07-12 13:00 - 15:30
**Email invites will be sent to all owners and managers on April 5th, 2023. If you still need the private registration link after that date, please email amanda@insuranceroleplay.com.
One of the most common questions we get is “How do I manage my team or how can my Sales Manager learn to do so?” If these are questions that you are curious about, and if you are looking to take your agency to another level, this workshop is exactly for you.
We are super excited for July’s “How to Run Your Agency” workshop. This quarter we have listened to all of our members feedback and decided to split this popular training into 2 sessions. These 2 1/2 hour sessions will be live and interactive Zoom meetings on July 12th & July 20th, from 1:00pm-3:30pm-pm EST (10am-12:30 pm PST). This workshop is open to all agency owners, then of course to managers as long as your agency owner supports it! Please come with your video and audio on as we will be doing some interactive exercises.
One of the most common questions we get is “How do I manage my team or how can my Sales Manager learn to do so?” If these are questions that you are curious about, and if you are looking to take your agency to another level, this workshop is exactly for you.
During this live and interactive workshop we will share with you and/or your sales manager some very specific strategies that we have learned over my 25 years in this industry and that Kristin has learned in her experience with sales and coaching. Content will be collaborative with the focus on sharing what works and maybe helping you avoid some of the ups and downs that can happen as you continue to facilitate changes in your agency. Our goal is to help you and your team be as successful as you can and should be.
Below is a list of some of the topics we will cover:

Our Journey
Coaching vs Managing
Building a growth-minded culture
How to run an effective team meeting
How to facilitate role play
Different types of coaching strategies for one on one vs. group coaching
Hiring & Firing
Onboarding new team members
Creating promos
Communicating with team members
Setting expectations
Building a leadership team

Live Role Play Webinar-Why did my rates go up?
2023-07-18 15:00 - 15:30
This week we are going to work on a call that many of us dread taking and one that is especially prevalent right now in our industry – “Why did my rates go up?” We are going to really focus on how as producers, we can stay positive when presented with this question and, more importantly, how we can leave the customer feeling heard. The end goal of this call should be that the customer feels confident with their policy and that they do not feel like they need to immediately go shop around.

Overcoming Objections and Closing Workshop
2023-07-19 13:00 - 16:30
This LIVE VIRTUAL WORKSHOP is for any team member who wants to perfect the end of their conversations by overcoming objections and closing more effectively. We will take a deeper look at our closing process with the “3 YES Close,” and learn an objection handling process called “The Grid” in order to gain the skills to close more sales. We will practice and role-play with your team members so that they can effectively use these strategies on all of their calls. Come willing to participate and have fun!
***Please see the website for more info and to purchase a spot in this workshop.
https://www.insuranceroleplay.com/sales-training-workshop
Attendees: Please check your email for pre-work and private Zoom link for this workshop. Thanks!

"How To Run Your Agency" 2 1/2 Hour Workshop for Owners & Managers
2023-07-20 13:00 - 15:30
**If you still need the private registration link after that date, please email amanda@insuranceroleplay.com.
One of the most common questions we get is “How do I manage my team or how can my Sales Manager learn to do so?” If these are questions that you are curious about, and if you are looking to take your agency to another level, this workshop is exactly for you.
We are super excited for July’s “How to Run Your Agency” workshop. This quarter we have listened to all of our members feedback and decided to split this popular training into 2 sessions. These 2 1/2 hour sessions will be live and interactive Zoom meetings on July 12th & July 20th, from 1:00pm-3:30pm-pm EST (10am-12:30 pm PST). This workshop is open to all agency owners, then of course to managers as long as your agency owner supports it! Please come with your video and audio on as we will be doing some interactive exercises.
One of the most common questions we get is “How do I manage my team or how can my Sales Manager learn to do so?” If these are questions that you are curious about, and if you are looking to take your agency to another level, this workshop is exactly for you.
During this live and interactive workshop we will share with you and/or your sales manager some very specific strategies that we have learned over my 25 years in this industry and that Kristin has learned in her experience with sales and coaching. Content will be collaborative with the focus on sharing what works and maybe helping you avoid some of the ups and downs that can happen as you continue to facilitate changes in your agency. Our goal is to help you and your team be as successful as you can and should be.
Below is a list of some of the topics we will cover:

Our Journey
Coaching vs Managing
Building a growth-minded culture
How to run an effective team meeting
How to facilitate role play
Different types of coaching strategies for one on one vs. group coaching
Hiring & Firing
Onboarding new team members
Creating promos
Communicating with team members
Setting expectations
Building a leadership team

Live Role Play Webinar-Jeremy & Kristin talk “Why Activity is EVERYTHING in sales!!!”
2023-07-25 15:00 - 15:30
We are always finding that people want to unlock the secret cure to how to be as successful as they can and should be in sales. Some people think it’s talent that makes them successful. Some think it’s hard work, and others think it’s being smart. Well, we do know one thing for sure without a doubt, activity is everything if you are going to be successful in sales! This week we will unlock the specifics around why and how you can increase your performance with the right kind of activities that WILL boost your sales!
