Classes
Evolve II Service (March)

Evolve II Service (March)

Mar 23
Mar 24
12:00 pm
2:00 pm
(EST)
Learn:
Two days of instructor led sessions with two hours of content daily. Expand on the concepts taught in Evolve and gain additional knowledge and processes. Take a deep dive into the 4R Customer Care Process. Gain the skills to turn service transactions into financial services production. Increase office efficiencies and learn effective BOD management
Audience:
Event Overview:
Agents and Service Team
Recommendation:
Though not strictly required, Evolve is recommended prior to enrollment in Evolve II.
Instructors:
Dan
Brady
Class Resources
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March 23, 2026 12:00 PM
March 24, 2026 2:00 PM
America/New_York
Agents and Service Team
https://us02web.zoom.us/j/88686042387
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