The SMART Program

Staff Management and Remote Training Program

Are you an insurance agency owner looking to streamline training, save time, and boost productivity for your team members?

Whether your team member is working remotely or in the office, our SMART Program is designed to help them learn, grow, get help and develop their skills while increasing the agent or manager’s capacity. Tailored to help support both sales and service team members remotely, there are multiple options to meet your agency’s needs through on-demand support, activity accountability, daily training, and personalized coaching. We enable your staff to enhance their mastery, increase their efficiency, and improve their performance.

now available

for both

sales & service

Here to save you TIME, EnERGY, and Money.

SMART for Sales

SMART for Sales includes:

SMART for Sales+ includes:

Daily Group Training - Each day our experienced Trainers lead an interactive lesson on systems, methods, processes, tactics and role play.
Live On-demand Support - Participants have all day access to our Trainers for in the moment help with questions, problems, quotes and resources.
Call Listening and Coaching - Each day our trainers will listen to team members live on the phone and then give them specific feedback from their conversation.
Activity Accountability - Through daily activity tracking and check-in our Trainers will hold participants accountable to help producers grow their performance.

SMART for Service

SMART for Service includes:

SMART for Service+ includes:

Daily Group Training - Each day our experienced Trainers lead an interactive lesson on systems, methods, processes, tactics and role play.
Live On-demand Support - Participants have all day access to our Trainers for in the moment help with questions, problems, endorsements, billing, resources, etc.
Call Listening and Coaching - Each day our trainers will listen to team members live on the phone and then give them specific feedback from their conversation.
Activity Accountability - Through daily activity tracking and check-in our Trainers will hold participants accountable to help producers grow their performance.

Elevate and Expand with SMART

Are you an insurance agency owner looking to streamline training, save time, and boost sales for your producers and productivity for your service team members?

The SMART Program is your solution!

Designed specifically for insurance professionals, this program is tailored to help support team members remotely. Through options that can include on-demand support, activity accountability, daily training, and personalized coaching, we enable team members to enhance their skills, increase their efficiency, and improve their production.

Our mission is clear: to help agents manage and train their team. We do this by providing a live resource for help during calls, coaching them in the moment, training daily to increase their expertise, and by holding them accountable to your expectations.

Agency owners now have access to a program that elevates their team’s performance through a regimented hands-on training process.

Are you looking ?

Want us to work with your team?

Inquire for availability below

CWC TESTIMONIALS

I just started working with an Agency in San Diego, and I wanted to sincerely thank you for the courses you provide. I just medically retired from the Navy last month and for the first time in over a decade, I was back out in the American workforce. Truth be told, I had no idea what on earth I was going to do with myself. I am a small town southern kid from North Carolina, out in San Diego, and I accepted the first job offer that came my way after my military career came to it’s untimely close. My boss sold me on selling insurance, if that makes any sense? I knew I could speak well for myself, but I also knew I couldn’t fathom the idea of peddling cars. Insurance was one of the most honorable things I could sell, and it’s often one of the most under-appreciated necessities in life that provide so much for so very little. Your instructional videos have been incredible for me. I have learned to take what I know, pair it with what I was missing out on, and see everything about what I am doing as a continuous work-in-progress. Every phone call is another opportunity to have a different experience, and observe my tactics and approach going forward. I am unbelievably grateful for the courses you guys have put together. I appreciate everything you and the team have done and will continue to do!

mATThew johnson

April was the best month E V E R since I opened in August '22. Two months in with CWC training, and my team--even down one staff member the whole month—we knocked out $48000! We've only ever produced $19000 max to this point. I truly believe the program has had a huge boon on this agency's trajectory and I am so very thankful to have made the leap of faith.
Onward and upward now!!!

Sarah Tipton

I wanted to take a moment and recognize my newest staff member Melissa Torres who started with me three weeks ago. She took the live New Staff Onboarding earlier this month. She has a year of Allstate experience from an agency which is not on your platform. She mentioned to me early on that her prior work environment was fine but lacked the coaching she felt was needed to improve her skills and achieve personal and financial growth. She put the CWC training into practice and on day 4 of writing business by achieving a 1 Call Close on an Auto/Renters policy which was $441.00 MORE premium than the insureds current carrier. Thank you for creating and evolving such an amazing platform. It’s been worth every penny I’ve spent on it over the past 5 years!!

Bill McDonald

It's Free for CWC On-Demand Members!

If you’re a member of our On-Demand Service, this incredible resource is completely free. Simply access the Morning Huddle through a clickable link in our training center.

Don’t miss out on this opportunity to kickstart your day and take your sales skills to new heights!

Ready to fuel your success journey? Mark your calendar and set your alarms for the Morning Huddle every Monday to Friday at 8:45 AM CST. We’ll see you there!