Next Level Service

Turn Your Service Team Into a Retention & Revenue Driver

Your service team has more daily contact with your clients than anyone else in your agency. The question is — are they just handling transactions… or actively driving growth?

Most agencies operate in reactive service mode:

Answering phones
Processing endorsements
Taking payments
Handling rate increases

But the real opportunity is in what’s being missed.

Without the right training and accountability, service teams overlook:

Cross-sell and rounding opportunities
Coverage gaps
Referral conversations
Proactive reviews
Customer saves

And when that happens, it directly impacts retention and revenue.

What This Program Does

Next Level Service with Maria is a small-group, high-impact development program designed to help your team move from reactive service to proactive growth.

This is not just training — it’s implementation, accountability, and behavior change.

Participants meet 4 times per month (1 hour each session) and will learn:

How to identify and act on revenue opportunities during service interactions
How to build consistent retention habits that reduce client churn
How to improve efficiency and eliminate wasted time
How to confidently handle difficult client conversations
How to take ownership of their role and impact agency growth

Each session includes:

Focused training
Real-world assignments
Accountability and coaching
Live mastermind discussions

Because learning without execution doesn’t create results.

Who This Is For

This program is built specifically for:

Service Team Members

Service Managers

Hybrid Team Members

Anyone responsible for client experience, retention, and day-to-day interactions with your book of business.

The Result

When your service team levels up, your agency grows.

Participants who engage in this program will:

Strengthen their service mindset
Improve client conversations and confidence
Create more consistent daily habits
Increase retention and client loyalty
Generate more revenue from existing clients

Because strong service teams don’t just support the business — they grow it.

Program Details

Schedule: First 4 Wednesdays of each month

Time: 11:00 AM E / 10:00 AM C / 9:00 AM M / 8:00 AM P

Format: Live Zoom Sessions

Investment: $497/month

Limited to 20 participants to maintain a high-value, interactive experience

What It Means
To Work With
MARIA

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

Why This Matters

You’ve worked hard to build your book of business. Now it’s time to:

Protect it, grow it, and maximize it through better service.

Seats are limited, secure yours today!

Ready to stop leaving retention and revenue on the table?

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