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Live training with Alison Doner

October 6 - October 8

Alison Doner is hosting her powerful and jam-packed live training sessions this month and we are ready to accept registrations.

These live training sessions are FREE to all levels of membership in CWC and an awesome benefit that we added to deliver more value for you and your staff. Make sure you take advantage of Alison’s awesome live training opportunities every month.

Ali hosts training for new team members that cover more basic training to get someone rolling and also a training sessions on more advanced topics for tenured team members, managers, and owners. See more below.

For agency team members — please ask your Agency Owner if you can attend one or more sessions. They are 2-3 hours a day (you can jump in and out as necessary) and a big time commitment, so make sure you have their blessing to register and attend.

Here is the upcoming schedule:

Live Training with Alison Doner for ALL Team Members October 6-8, 2020 from 12PM to 3PM Eastern each day.

—> REGISTRATION LINK EMAILED TO MEMBERS

  • Day 1: Communication Methods and New Business
  • Day 2: Customer Service, Compliance, Customer Satisfaction
  • Day 3: Social Media, Marketing, Service and Sales Lead Management, Wise Use of Premium, Life and Retirement

Live Training with Alison Doner for Agency Owners and Key Managers only October 15-16 from 12PM to 3PM Eastern both days.

—> REGISTRATION LINK EMAILED TO MEMBERS

  • Day 1: Staffing, Agency Finances, Technology
  • Day 2: Marketing, Agency Operations, Audits/Reports, Forms, and more

Live training with Alison Doner for ALL Team members, Managers, and Owners October 20-22 from 12PM to 3PM Eastern each day.

—> REGISTRATION LINK EMAILED TO MEMBERS

  • Day 1: New Business
  • Day 2: Customer Service
  • Day 3: Life and Retirement

Live Training with Alison Doner for NEW Team Members November 2nd – 5th from 12PM to 3PM Eastern every day.

—> REGISTRATION LINK EMAILED TO MEMBERS

Day 1:

  • Introductions
  • Attendance/Attitude/Coachability/Expectations
  • Systems (what should be up on your screen)
  • Phones (How do you answer, how do you transfer, how do you put people on hold, voice-mail greeting, talk time, etiquette)
  • Email (signatures, etiquette, folders, organization)
  • Concerns about the job? Excitement about the job!
  • Q&A

Day 2:

  • Company History
  • Hierarchy / who to call
  • Agency Structures
  • Why insurance matters / why what we do matters
  • Day Planning and Time Management
  • Goal setting-income, premium/items/points
  • Q&A

Day 3

  • Coverage discussions/Stories
  • Parts of a policy
  • Different lines of insurance
  • Underwriting
  • Claims
  • ASIC
  • Advocates
  • Tech Support
  • Q&A

Day 4

  • Being Reactive vs Proactive
  • Prospecting/close rates/follow up processes/sales goals
  • Field underwriting/RMPS
  • Relational vs transaction/clerical
  • Coverage discussions/Stories
  • ALR
  • Prioritizing
  • Go over personal goals again and agency goals
  • Q&A and a Challenge from Alison to participants

As you can see, bringing Alison Doner onboard to lead these live training sessions every month for you and your team for FREE included in your CWC membership will be so powerful.

Craig and I are so thankful to have Ali on the CWC team.

Make sure that you and your staff participate every month in these fantastic live training sessions.

And, remember, I also hold live training almost every Friday at 3PM Eastern / 2PM Central / 1PM Mountain / 12PM Pacific and those will continue for you and your team. Make sure you are participating in those as well. The schedule is posted at syllabus.craigwigginscoaching.com

Thank you for being a huge part of the CWC family. Let me know if I can help you or your team in any way.

Keep GROWING.

Joseph Puckett 

President of Operations

Craig Wiggins Coaching

Details

Start:
October 6
End:
October 8
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