Next Level Service

Your service team has the biggest impact on retention, client experience, and revenue growth inside your agency. But most service professionals were never truly trained on how to maximize that role.

THE PROBLEM

Service Team Members have the most access to our clients but they don’t get proper training and expectations to take FULL advantage of those moments.

In most agencies, we take good care of our clients in reactive situations:

Answering Phones
Endorsements
Payments
Rate Increases
Offering Reviews
Getting Documents

But what we miss are the proactive opportunities:

Assumptive Reviews
Cross Sales
Missing & Low Coverage
Life & Financial Appointments
Asking for Referrals
Getting Google Reviews
Customer Saves

Without training on these opportunities, followed by accountability, they weaken your retention and hinder your growth.

Neglecting service in your agency isn’t worth it.

WHAT THIS IS

This Is Tactical Service Team Development in group training setting. The group will meet 4x a month for an hour, to better understand the why behind proactive tasks, the value behind assuming the opportunities, and how to be consistent in those behaviors.

Each session includes:

Focused Training
Implementation Assignments
Accountability Sessions
Mastermind Discussions

WHO THIS IS FOR

Designed for Team Members Who Are Focused on Leveling Up Their Service

Service Team Members
Service Managers
Hybrid Team Members

EXPECTED OUTCOMES

Participants who actively engage will demonstrate:

• Stronger Service Mindset
• Clearer priorities in their daily service activities
• More growth for the agency
• Improved client interaction effectiveness
• Greater confidence in difficult conversations
• Better efficiency in all tasks and responsibilities

Stronger service develop thriving agencies, rather than just surviving. 

Schedule: Zoom Sessions held on the first four Wednesdays of the month.

11:00 AM Eastern / 10:00 AM Central / 9:00 AM Mountain / 8:00 AM Pacific

Investment: $497 per month

What It Means
To Work With
MARIA

CWC’s Maria McNeely brings her teaching, agency experience, and knowledge to help agencies learn and grow.

Maria McNeely began her career with Allstate in 2018 at Alison Doner’s agency. Her experience with hiring, coaching, mentoring, training and teaching team members began over 20 years ago.

Throughout her years in the agency, she held multiple roles within sales, service and hybrid positions. She was able to build systems and processes to help the agency adapt and grow. Her love for teaching and educating helped her build trust with customers and elevate the team members around her.

Through practical systems, communication strategies, and real-world application, she has supported hundreds of agencies and thousands of team members in building confidence, professionalism, efficiency, production and high-performing team cultures.

Maria is known for isolating the issue and focusing on the problems upstream rather than just surviving by tackling what is in front of you. Her positive attitude and creative tactics make it easy for team members to step up to the next level. From making sure team members understand why we do what we do, to using methods to quote and execute the sales process effectively, Maria is an asset for over extended agents and their teams.

If you are intentionally prioritizing service in your agency to grow and strengthen the business, this was built for you.

We work hard to plant the business, it’s time we start watering and taking care of it after the point of sale, just as well.

Seats are limited, secure yours today!

Mentoring programs are reoccurring subscriptions – For more details, click here.