TRANSFORM YOUR AGENCY WITH MARIA MCNEELY
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 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, and high-performing team cultures.
Schedule: 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
NEXT LEVEL SERVICE WITH MARIA MCNEELY
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.
Next Level Service with Maria is a small-group development program designed specifically for service team members, service managers, and hybrid team members who want to operate at a higher level and create measurable impact in their agency.
This program goes beyond basic training. It combines practical instruction, real-world assignments, and accountability to ensure participants don’t just learn concepts—they implement them.
Participants meet four times per month for one hour each session, focusing on the skills and habits that directly impact agency performance, including:
- Strengthening service processes and efficiency
- Increasing retention through proactive client engagement
- Turning service conversations into revenue opportunities
- Improving ownership, confidence, and accountability
- Navigating real client scenarios and service challenges
Each month includes a mix of focused training, implementation assignments, accountability sessions, and open mastermind discussions where participants can workshop real situations they are facing in their role.
This program is designed to be interactive and high-value, so space may be limited to maintain a strong learning environment.
If you’re ready to elevate the impact of your service team, Next Level Service with Maria is where that growth happens.
MARIA'S PERSONALIZED TRAINING PROGRAM
In 2022, Maria joined the CWC team as the Education and Learning Consultant. Her passion for helping others learn and develop led to her creating multiple classes and coaching programs that have proven to improve performance individually and as an agency. Her knowledge, processes, and feedback have helped many CWC members overcome many of the challenges and obstacles that so many agencies deal with.
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.
Her Team Training program includes two or four zoom video training sessions with just you and your staff every month where she will coach and role play the CWC Scripts, CWC Sales Process Scorecard, Assumptive Close, Overcoming Objections, Generating Sales from Service, and more!
You get the chance to have Maria be the personal trainer for yourself and your team. She will customize the development plan and program for your staff to maximize the return on investment many times over.
And, if you need more individual support for your team members check out Maria’s other opportunities:
Our New Team Members Classes are included with your On Demand Membership and upcoming class dates can be found on the CWC calendar. Registration links are sent at the beginning of each month.
New Team Member Fundamentals: For team members new to insurance or your agency. This course covers agency basics, coverage 101, systems, processes, resources, and time management. Days 3 is Allstate specific information.
Sales Foundations: For team members who are new to sales, insurance sales or the CWC Sales Process. This course discusses compliance, lead management, goal setting, sales process role play and quoting. Day 2 is Allstate specific information.
Service Foundations: For team members who are new to service, your agency or the CWC Service Process. This course covers retention, efficiency, reviews, rate increases, endorsements, proactive and reactive tasks, problem solving, maximizing the opportunities and more. Day 2 is Allstate specific information.
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CHECK OUT OUR OTHER ALL-STAR MENTORS AND SEE WHICH ONE IS A PERFECT FIT
Unlock your potential and drive success – join the journey with our expert mentors. We’ve thoughtfully selected a range of professionals, each offering an individual value proposition and style to suit any career ambition. Our team is here to coach you through every stage on the path towards realizing goals; whether at early stages or taking performance beyond its current level. Start now by selecting a mentor that perfectly matches what you need! Benefit from their vast knowledge based on experience as they invest in helping reach successes faster than expected: don’t wait up anymore – take control today!
