Training

Welcome to Accelerated Automation!

1. Onboarding Call with our team to make sure you have access to all our systems.

2. Watch this demo for your first look at AgencyZoom 

3. Start your learning here> Industry Training  - be sure you are reading and remembering these terms the best you can.

*TIP - Writing down information helps you remember it. Grab a notepad and start writing the terms as you read them. If you need more info to understand the description... that's what google and ChatGPT are for. Use your resources! 

1. Complete the AgencyZoom Essentials2 Course > https://acceleratedautomation.net/product/agencyzoom-essentials2/

This course is designed to help agents set up their AgencyZoom prior to live training with our team. Completing the course will help you understand how AgencyZoom works and get you familiar with the system. Watch the videos, take the quizzes, and write down any questions to review during your role play tomorrow.

Steps to Log In & Access Course

Now you are ready to begin learning the pipelines you will be teaching to agents!

Remember, a trainer doesn't have ALL the answers, and that's ok. If you don't know the answer to something, simply let the agent know that we will start with any unanswered questions at the beginning of their next call. 

2. Watch These Recorded Videos & Training Calls for Call #1

Tip #1 - pause, rewind and make notes so you are learning this material. Remember, you're learning with the goal of being able to teach this material. 

Tip #2- Open our AgencyZoom Demo account and have it on your second screen, follow along. Learning with instruction and while you're doing it will help you remember. 

CALL #1  Will cover these topics: 

Lead Pipeline

Lead Info/Card

Selling policies

Lead automation enrollment (turning automation on and off as a lead goes through the pipeline)

Recorded Training Material: 

Pipeline Description - https://www.loom.com/share/e0a9bd5668b84d3cae01d05f6527cf17?sid=1ed81eba-60f4-4350-9f69-2b68df61db15 

Lead Pipeline - https://www.loom.com/share/31f64878c40a427fae99a920ca97d9b3?sid=6aeb6dd5-ac4e-4e7e-b397-7f2ee4b15668

Recorded Calls:

These are recorded calls of trainers working with agencies. Use these calls as a reference for frequently asked questions by agents, and their team members, as well as a guide on how trainers run calls. Remember, we want to keep agents engaged while demonstrating the material. Every agency is different and training should be fun for both the agency and you.

Personal Lead Pipeline:

https://www.loom.com/share/35db6b9de4dd44b7845152d27dfeedf1?sid=17eef751-e421-4a79-b496-506315b8eb58

https://fathom.video/share/SLsLsgZ2ufjyak1HaCyXJoxpsbytqFm2

https://fathom.video/share/9BV68KmtokjG5j1XdtfTjX7qg3gLbxuH

https://fathom.video/share/ttVaQz6C5MPzHgGGr-1szSGW1xfh3sJH

https://fathom.video/share/m6iuFmWZQErbJhGH8ahVTbsFpzxAsj-5

Commercial Lead Pipeline:

https://fathom.video/share/zzj5hNCy-M6WdEoKyYp9Vax9uyoSUziC

Tomorrow you will role play call 1 with Deirdre. Message her on RingCentral and set a time to meet for 2 hours. Create a calendar event, with your zoom personal meeting room link, and invite her with this email: deirdre.moser93@gmail.com 

You will be the trainer and Deirdre will be your student. 

Deirdre was a successful trainer at Accelerated Automation and she is now our contract trainer. 

*Save this document to use as an example when uploading files in your practice and on training calls

Conduct morning role play on Call 1

Review & practice on your own

End of day role play

Once successful, Lilly will invite you to run a Call 1 with an agent

Lilly will be there with you to supervise your call and help you along the way. The best way to learn the material is to teach it. 

During week 2, you will be doing a mix of self-guided learning/role play, live role play, and leading call #1 with agencies. By the end of this week, you will be expected to lead calls #1-3.

Once successful in role play, Lilly will invite you to run a Call 2 and 3 with an agent.

Lilly will be there with you to supervise your call and help you along the way. The best way to learn the material is to teach it. 

Watch These Recorded Training Calls for Call #2

Tip #1 - pause, rewind and make notes so you are learning this material. Remember you're learning with the goal of being able to teach this material. 

Tip #2- Open our AgencyZoom Demo account and have it on your second screen, follow along. Learning with instruction and while you're doing it will help you remember. 

CALL #2  Will cover these topics: 

QNC - Quotes Not Closed Pipeline

Leads Not Quoted Pipeline

Onboarding/Retain

Events

Recorded Training Material: 

Pipeline Description - https://www.loom.com/share/e0a9bd5668b84d3cae01d05f6527cf17?sid=797aceb9-4eb3-492e-b526-b039a27ac3f6

Smart Cycling A Lead - https://www.loom.com/share/4a24920f130649409f142ccdf2ab4fe0?sid=79b0ae63-a668-4bbf-89d7-2dce73f494e3

Marking A Lead as Dead - https://www.loom.com/share/1f890284505c4330ac96d4b51301a9d9?sid=4e92a039-ee56-4837-82f2-29076f98520f

Recorded Calls:

These are recorded calls of trainers working with agencies. Use these calls as a reference for frequently asked questions by agents, and their team members, as well as a guide on how trainers run calls. Remember, we want to keep agents engaged while demonstrating the material. Every agency is different and training should be fun for both the agency and you.

https://www.loom.com/share/221204c34b9c4e21ad415ab187a1e9fb?sid=5504bff7-ffe2-4a4c-b0b9-380178d53da6

https://fathom.video/share/zzo2GAyKE6xsQ9tfs89TZgbcmhpeeunb

https://fathom.video/share/xfdWtF3hVim-bkSKGqBdyvyoqcmXDeov

https://fathom.video/share/rJ12P26_2KY-1X6prRRqqyzA6h1sZszf

Watch These Recorded Training Calls for Call #3

Tip #1 - pause, rewind and make notes so you are learning this material. Remember you're learning with the goal of being able to teach this material. 

Tip #2- Open our AgencyZoom Demo account and have it on your second screen, follow along. Learning with instruction and while you're doing it will help you remember. 

CALL #3  Will cover these topics: 

Tasks Deep Dive

Customer Page-Tags/Filters

Win Backs

Cross Sell

Recorded Calls:

These are recorded calls of trainers working with agencies. Use these calls as a reference for frequently asked questions by agents, and their team members, as well as a guide on how trainers run calls. Remember, we want to keep agents engaged while demonstrating the material. Every agency is different and training should be fun for both the agency and you.

https://fathom.video/share/MBwL26GZXgUZ-vqCGBcikUfssVUb2KxN

https://fathom.video/share/djQx2sFziG-WHyHA3FdTBWMJRJ57iJKx

https://fathom.video/share/BY3DnYykq1QJTon__1doYeGrdzWjz57K

During week 3, you will be doing a mix of self-guided learning/role play, live role play, and leading calls #1-3 with agencies. By the end of this week, you will be expected to lead calls #1-5.

Once successful in role play, Lilly will invite you to run a Call 4 and 5 with an agent.

Lilly will be there with you to supervise your call and help you along the way. The best way to learn the material is to teach it. 

Watch These Recorded Training Calls for Call #4

Tip #1 - pause, rewind and make notes so you are learning this material. Remember you're learning with the goal of being able to teach this material. 

Tip #2- Open our AgencyZoom Demo account and have it on your second screen, follow along. Learning with instruction and while you're doing it will help you remember. 

CALL #4  Will cover these topics: 

Late Payments

Claims

Inspections

Recorded Training Material:

Late Payments: 

https://www.loom.com/share/a153e96b5f8c44eebaeff6a19aef9a14?sid=cf675ab3-995d-4c12-bbf0-5368deb152dd

Claims: 

https://www.loom.com/share/38025d340a144c5c837e80c1fb9bcc1f?sid=38ff8608-1c03-4d74-9c1a-87f3017a2fbb

Inspections:

https://scribehow.com/page/Inspections_Pipeline_Training__oIyWmhiiQCaTbo8ytmfGKw 

Recorded Calls:

These are recorded calls of trainers working with agencies. Use these calls as a reference for frequently asked questions by agents, and their team members, as well as a guide on how trainers run calls. Remember, we want to keep agents engaged while demonstrating the material. Every agency is different and training should be fun for both the agency and you.

https://fathom.video/share/SvPXszBTeVX9aKHCJzFNjSzmcdvT8nPs

https://fathom.video/share/UdN6fegD48oUNw-gto-19LjTMiSTFyLs

https://fathom.video/share/6xdKnxLyScDvKEPfZwLApejuCnxtgo7z

Watch These Recorded Training Calls for Call #5

Tip #1 - pause, rewind and make notes so you are learning this material. Remember you're learning with the goal of being able to teach this material. 

Tip #2- Open our AgencyZoom Demo account and have it on your second screen, follow along. Learning with instruction and while you're doing it will help you remember. 

CALL #5  Will cover these topics: 

MIssing Documents

Personal Policy Changes

Commercial Policy Changes

Recorded Training Material: 

Missing Documents:

https://scribehow.com/page/Missing_Documents_Pipeline_Training__gR5nhNfGQp-H9ah042eFyg 

Admin Training: https://scribehow.com/page/Missing_Documents_Pipeline_Admin_Steps__lAye_MQASEW2D6roXMV7BA 

Personal Policy Changes:

https://scribehow.com/page/Personal_Policy_Change_Pipeline_B_Training__m2QoSAwmRYei8Vi3-UUbkA 

Admin Training: https://scribehow.com/page/Personal_Policy_Change_Pipeline_B_Admin_Training__EZc-TT6iRCmM8CZeRxo0rA 

Recorded Calls:

These are recorded calls of trainers working with agencies. Use these calls as a reference for frequently asked questions by agents, and their team members, as well as a guide on how trainers run calls. Remember, we want to keep agents engaged while demonstrating the material. Every agency is different and training should be fun for both the agency and you.

https://fathom.video/share/MoDcfn8tHNxQqEg39LshTHyXQnohJFKT 

https://fathom.video/share/vQuWN-_sKxEjvyy-LubUVGfVMtDD7Yxz

https://fathom.video/share/nN_1c5y5nCyPTZ-K-bcMshYvXJKpKFat
Commercial only agency: https://fathom.video/share/6MVmShwZoT8YG7AJ-eksi5zEzokbVziy

During week 4, you will be doing a mix of self-guided learning/role play, live role play, and leading calls #1-5 with agencies. By the end of this week, you will be expected to be able to lead all calls.

Once successful in role play, Lilly will invite you to run a 6 with an agent.

Lilly will be there with you to supervise your call and help you along the way. The best way to learn the material is to teach it. 

Watch These Recorded Training Calls for Call #6

Tip #1 - pause, rewind and make notes so you are learning this material. Remember you're learning with the goal of being able to teach this material. 

Tip #2- Open our AgencyZoom Demo account and have it on your second screen, follow along. Learning with instruction and while you're doing it will help you remember. 

CALL #5  Will cover these topics: 

Renewals

Reports

Recorded Training Material:

Personal Renewals: 

2026 Version - 

https://www.loom.com/share/f1b37d0f61ff48b6b0beb177c09fdba6

2025 Version - 

https://scribehow.com/page/Personal_Renewal_Pipeline_Training__CovflcGbQzGUNl-YGEUCAQ 

Commercial Renewals: 

Lilly - https://www.loom.com/share/14697a682d2b455eb3dbc66a03048f2d

Mariah - https://www.loom.com/share/d203cf4c7c74407390f58c687249c3ed?sid=e5879c57-2be4-4ffe-a779-d3e89e3ea633

Recorded Calls:

These are recorded calls of trainers working with agencies. Use these calls as a reference for frequently asked questions by agents, and their team members, as well as a guide on how trainers run calls. Remember, we want to keep agents engaged while demonstrating the material. Every agency is different and training should be fun for both the agency and you.

https://fathom.video/share/HYMeZaVxxuPwrquuMdNxPUdEUJeDscJf 

https://fathom.video/share/2cJyBrsV9CVVxA_wpy4cY3c-gyPnhkQz 

https://fathom.video/share/8owmj-fZxzE2C5nGySKTesEPp8S9GHZQ

Commercial renewal pipeline: https://fathom.video/share/hERxXBjyAMyB698tMFi8m2UiyZxZoNjP

On this week you will be running all live training calls with agents with supervision. 

• Conduct at least 2 full calls with Lilly for calls 1-6 to get her approval to train agents on your own. 

• Conduct your training calls and make appropriate notes in their Google Sheet Training Outline. 

• Communicate with agents via AgencyZoom email, text and calls.

• Begin completing welcome calls to new agents

• Once you've successfully completed this you will be cleared to run your own training calls with agents. 

Now remember, a trainer doesn't have ALL the answers and that's ok. If you don't know the answer to something, simply let the agent know that we will start with any unanswered questions at the beginning of their next call. Remember to refer them to support calls for any questions outside of the training agenda.

• Work agents assigned to you in the Training Pipeline. Schedule two calls a week with each agent and try your best to make sure their training takes place over a 3 weeks period. Two calls a week for three weeks is 6 calls. 

• Conduct your training calls and make appropriate notes in their Google Sheet Training Outline. 

• Communicate with agents via AgencyZoom email, text and calls. 

• Learn our AZ CRM and Service Center Pipeline to manage agents.

  • Assignments

  • Learn how to check course progress

  • Schedule

  • Manage training process