Evolve II Service (July)
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
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 Team Members
Recommendation:
Though not strictly required, Evolve I is recommended prior to enrollment in Evolve II.
Instructors:
Dan
Brady
Class Resources
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July 27, 2026 12:00 PM
July 28, 2026 2:00 PM
America/New_York
Agents and Team Members
https://us02web.zoom.us/j/86386363470
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ELITE
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TCC Representative
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