Agency Billing

Breakdown of core internal processes.

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Agency Zoom

Learn how to use Agency Zoom to organize leads, nurture prospects, and optimize your sales pipeline.

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AOD Call-In Guidelines

Roles and responsibilities for handling AOD call-in new business leads.

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Auto Sales Simplified

This course gives Sizemore Insurance agents a complete, real-world understanding of how to confidently sell auto insurance in North Carolina. You’ll learn to explain coverage clearly, ask consultative questions, handle objections with ease, and guide clients to make informed, confident decisions. With real conversation scripts, knowledge checks, and client scenarios, you’ll walk away with the skills to protect what matters most—and build lasting relationships the Sizemore way. What you’ll learn: How to explain liability, comp & collision, and state minimums. When and how to recommend umbrella policies. How to ask discovery questions using NEPQ principles. Real-world scripting for price objections and confused clients. How to lead with value, not price. Perfect for new agents or experienced team members looking to refine their client conversations.

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Client Support

Learn the essentials of client support, from managing client inquiries to processing policy updates, ensuring you’re ready to assist with confidence.

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Closing Coordinator

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Community Manager

Community manager oversees organic social and digital client relations.

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Hawksoft

Learn how to effectively use Hawksoft, the foundation of our policy and client management system. This course ensures you’re prepared to handle client requests with accuracy and efficiency.

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Home Insurance 101

Learn how to confidently sell homeowners insurance the Sizemore way. This course covers coastal vs. inland risks, policy types like HO3, DP1/2/3, flood, wind, and condo, plus how to navigate escrow, renewals, and claims. You’ll also master bundling strategies and consultative sales techniques using real-world scripts and conversations. From the first call to closing the sale, this training gives you the tools to build trust, educate clients, and protect what matters most.

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Lead Tracking

Tracking marketing leads and identifying performance patterns.

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Lightspeed

Explore Lightspeed Voice, the tool that powers our client support. This training will teach you how to navigate the platform, handle calls efficiently, and deliver exceptional service every time.

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Management

Best practices and guidelines for managerial platforms & tasks.

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Marketing

Best practices and guidelines for marketing platforms.

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Mortgage Service Coordinator

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Quoting Guidelines

Quoting guidelines for team

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The Sizemore Edge: Web Lead Mastery with PLAN

Master the art of turning web leads into loyal clients—fast. This course teaches you how to respond with urgency, guide the conversation, and lead with value from the first contact. You’ll learn the full Sizemore process: documenting in HawkSoft, setting expectations, asking smart questions, and handling objections with confidence. Includes full scripting, real-world scenarios, and follow-up strategy to help you close more business. Whether you're brand new or leveling up, this training gives you the tools to turn every web lead into a win.

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Welcome Aboard

Workspace Onboarding introduces the essential tools and systems that power our operations. Learn how to set up your accounts and optimize your workflow from day one.

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XILO & XAI Essentials

Learn XILO XAI, an innovative way to quote

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