GET THE INDIVIDUAL SUPPORT YOU NEED
TO TRANSFORM YOUR AGENCY

You can work directly with CWC President Alison Doner  

Alison Doner was a multi-location mega agency owner for over 15 years and is now the President of Craig Wiggins Coaching. The mentoring program is a unique opportunity to be able to work directly with her to improve your entire operation and take your insurance agency to the next level.

Alison’s Mentoring program includes bi-monthly sessions that are custom tailored to the members needs in addition to support from Alison in between the bi-monthly meetings. The mentoring sessions can be conducted by phone or zoom and can be individual or group meetings and can include training as needed. You are also welcome to use your time for projects that you want Alison to work on. You’re going to get the exact support that you need to transform your agency. 

Not sure what you need help with? Here are the most common areas Alison works with Agency Owners on:

•Profit and Loss • Budgets • Agency Processes • Marketing Strategies • Return On Investments • Compensation Plans • Hiring • Staff Onboarding • Agency Expectations • Goal Setting • Agency Structures • Reports • Insurance Expertise • Business Efficiency and Effectiveness • And More! (See Examples Listed Below)

Bring Alison onto your team to grow with one of the best consultants in the industry

Alison WILL customize HER individual consultationS WITH YOU to help you with exactly what you need. Here are some example topics that are commonly worked on:

EXAMPLE TOPICS FOR OWNERS:

  • Schedule management – reviewing how the agency is spending their time, analyzing, and reprioritizing
  • Agency reports – In depth training on all of the reports needed to run a successful agency as well as an analysis of the current state of the agency
  • Financial analysis – Reviewing and analyzing the revenue and expenses at an agency
  • Marketing analysis – An in depth analysis on the agency marketing plan and ROI
  • Agency Processes – What is working and what is not?
  • Staffing – recruiting, training, reviews, accountability

EXAMPLE TOPICS FOR STAFF:

  • Sales mastery – prospecting, quoting, and closing
  • Customer service mastery – endorsements, claims, billing, policy coverages, retention, and cancelation
  • Lead Management
  • Expectations
  • Culture
  • Processes
  • Forms
  • Life and Financial
  • And More

Grow Your Agency

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