Workplace and WP Chat
Workplace and WP Chat
These apps are our main method for training and engaging with other agents in our company, so your engagement with them will impact your success.
You should see an email from corporate with an invitation to WORKPLACE & WORKPLACE CHAT. (Do not try to set up an account without the corporate invitation or it will not be linked to The Leazer Group.)
Download both apps to your phone from the App Store. Make sure to turn on notifications!
To set up your account, please upload a profile picture so we know who you are and you aren't just a name! Finally, request to join the following groups:
TLG Lead Suite
TLG HQ
Power Producer Panel
You can use the search feature to search workplace for any key terms, objections, or carrier resources. For example, try searching "IUL" to find tips and resources from top producers on how to understand the IUL sales process, overcome common objections, and resources to share with your clients.
For a more thorough breakdown and a visual walkthrough of Workplace and Workplace Chat, check out the Workplace video found on the tutorials page.
In addition to the groups above, you will be added to multiple workplace chats.
Your Upline Chat - This thread is where you can communicate with all your uplines on any help you need with objections, case designs, or sales questions you have. This is also where you will report your end of day dials by listing your dials/contacts/sets and posting your weekly lead receipts. Post in this thread daily!! The more you communicate the faster you will get through the learning curve.
TLG - Harris Agency - Our team chat for all the agents on our team. This is where managers post announcements and reminders about team calls and events. We also use this chat to highlight agents and post team encouragement. Keep an eye on this chat, but please don’t message in here.
Reported Apps - This is where you’ll go to report your submitted applications. Please only post in here if you are reporting an app. You can celebrate agent success by reacting to the post directly without posting in the chat.
All Team Training - This chat includes everyone in TLG. It is used by top producers and managers to share information about training calls and best practices. Keep an eye on this chat, but please don't message in here.