GET READY TO TRANSFORM YOUR AGENCY
EVERYTHING YOU NEED
TO GROW:
Daily Video Training
Morning Huddles
Core Learning Path
Wednesday Live Training
Virtual tour and new Agent training:
new TEAM MEMBER Syllabus:
How to add and edit users to your platform:
How to REMOVE users From your platform:
TRAINING SCHEDULE
Welcome to the team!
This platform is designed to help you build the confidence, skills, and knowledge to succeed in your role.
Whether you’re in Sales, Service, or Hybrid, follow this daily plan to create powerful habits from Day 1:
#1 Daily Video Training
(2-7 minutes)
Where to find it: Homepage of your training platform
What it is: A new short-form video every day covering mindset, motivation, tips, and tactics for success.
Pro Tip: Watch first thing in the morning to start your day strong and focused.
#2 Morning Huddle
(15 minutes)
Where to join: Live link available on your dashboard
What it is: A daily, high-energy live session led by expert coaches focused on roleplay, sales tactics, and growth!
#3 Core Learning Path
(15 minutes)
Where to find it: Click "Learning Paths" and choose Sales or Service
What it is: Structured training designed to build your skills from beginner to expert
Best Practices:
Complete 1–2 lessons (15 minutes) per day
Apply what you learn each day on the phones
#4 Weekly Wednesday Extended Training
(60 minutes)
Where to join: Live Zoom link on your dashboard each Wednesday
What it is: A deeper dive into advanced topics, sales strategy, service best practices, and live Q&A with top coaches. Topics rotate weekly (check your email for weekly content announcements)
Why attend: Stay sharp, learn from others, and level up your performance with the most relevant and important topics each week
CWC SYLLABUS AND LEARNING PATHS
At CWC, we have designed a syllabus that will equip you with the skills and knowledge you need to excel in either sales or customer service.
Our team, led by Craig, has carefully curated a syllabus that covers all aspects of the chosen field, so you can enter the workforce with complete confidence. You'll learn about industry best practices, effective communication skills, and techniques to build strong relationships with clients. Whether you're just starting out or looking to enhance your existing skills, our syllabus has everything you need to achieve optimum results. With CWC, you'll be well on your way to achieving professional success.
Sales Learning Path | Chapters | Minutes | Hours |
| Team Members Start Here | 22 | 80 | 1.3 |
| Fast Track to 100 Items for Team Members | 13 | 101 | 1.7 |
| Complete Sales Process Course | 12 | 85 | 1.4 |
| Sales Process Scorecard Course | 19 | 240 | 4.0 |
| Overcoming Objections Foundations | 10 | 33 | 0.6 |
| Introduction to Overcoming Objections | 23 | 70 | 1.2 |
| Overcoming Objections in Under 60 Seconds | 30 | 32 | 0.5 |
| P&C Production Course | 25 | 108 | 1.8 |
| Additional Sales Strategies | 27 | 116 | 1.9 |
| Lead Generation for Team Members | 16 | 75 | 1.3 |
| Referrals | 18 | 70 | 1.2 |
| Coaching and Development for Team Members | 11 | 60 | 1.0 |
| Scaling Your Business for Staff | 6 | 27 | 0.5 |
| Success Strategies From Agency Owners and Producers | 3 | 45 | 0.8 |
| Team Meetings Done For Your for Staff | 8 | 90 | 1.5 |
| Allstate Lead Manager by Ryan Chao of Lead Manager Training | 8 | 40 | 0.7 |
| Reviews – Policy and Relationship | 26 | 240 | 4.0 |
| Transitioning from Transactions to Trusted Advisor | 12 | 60 | 1.0 |
| Excelling In Your Role As A Service AND Sales Agent | 16 | 82 | 1.4 |
| Alison: Generating Your Own Leads | 6 | 25 | 0.4 |
| Alison: Converting Basic Transactions to Life | 6 | 20 | 0.3 |
| Mark: Lead Management | 10 | 25 | 0.4 |
| Mark: Team Member Success Strategies | 9 | 23 | 0.4 |
| John: Internet Lead Sales Process | 11 | 40 | 0.7 |
Service Learning Path | Chapters | Minutes | Hours |
| Team Members Start Here | 22 | 80 | 1.3 |
| Complete Service Process Course | 11 | 60 | 1.0 |
| Service Process Scorecard | 13 | 92 | 1.5 |
| Service Team Introductory Course | 38 | 187 | 3.1 |
| Reviews – Policy and Relationship | 26 | 240 | 4.0 |
| Transitioning from Transactions to Trusted Advisor | 12 | 60 | 1.0 |
| Excelling In Your Role As A Service AND Sales Agent | 16 | 82 | 1.4 |
| Customer Service Success with Alison Doner | 10 | 40 | 0.7 |
| Referrals | 18 | 70 | 1.2 |
| Alison: Generating Your Own Leads | 6 | 25 | 0.4 |
| Alison: Converting Basic Transactions to Life | 6 | 20 | 0.3 |
| LIFE, RETIREMENT, AND BENEFITS COURSES | |||
| Life, Retirement, and Benefits Introduction | 21 | 207 | 3.5 |
| Life Insurance Product Knowledge | 13 | 49 | 0.8 |
| Life and Production Credit Generation Strategies | 29 | 165 | 2.8 |
| Life Sales Process for Beginners | 10 | 38 | 0.6 |
| Introduction to Advanced Life and Retirement | 11 | 43 | 0.7 |
| Life Prospecting Opportunities | 13 | 45 | 0.8 |
| How To Use Free Energy To Generate Life & Retirement | 9 | 40 | 0.7 |
| Transition from P&C to Life | 15 | 81 | 1.4 |
| Overcoming Objections for Life Insurance | 35 | 109 | 1.8 |
| Benefits Introduction | 13 | 32 | 0.5 |
| Benefits Product Knowledge | 12 | 23 | 0.4 |
| Benefits Marketing and Prospecting | 13 | 64 | 1.1 |