AGENCY PROCESSES & PROCEDURES
Is your agency in need of processes and procedures that maximize your agency’s opportunities and create a ridiculously amazing customer experience? We have you covered.
What’s included?
- Word document processes that you can tailor for your agency
- Mini E-course with some best practices to consider
- Supplemental templates for each process
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ridiculously amazing
Agent Processes Below
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Process templates designed to drive your insurance agency’s customer experience.
Online training school designed to install retention, sales & time management strategies.
Virtual training sessions, coaching hours and secret shopper calls to drive performance.
20 Agencies are selected annually to go through a 2 year ridiculously amazing transformation.
