Evolve II - Service (November)

Nov 18

Nov 20

12:00 pm

2:00 pm

(EST)

Learn:

Expand on the concepts taught in Evolve I and gain additional knowledge and processes.

Day 1: Take a deep dive into the 4R Customer Care Process
Day 2: Gain the skills to turn service transactions into financial services production
Day 3: Increase office efficiencies and learn effective BOD management

Audience:

Event Overview:

Agents and Service Team

Recommendation:

Though not strictly required, Evolve I is recommended prior to enrollment in Evolve II.

Instructors: