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High-Payoff Service™ Program

A behavior-based group training program for account managers and CSRs to develop skills in cross-selling, client retention, referrals, and the prioritization of high-payoff activities.

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Improve Performance and Increase Efficiency

Help customer service representatives and account managers develop important skills for career achievement and agency growth with this behavior-based program designed for groups. They will learn how to set goals, prioritize activities, and create a corresponding action plan.

Topics Covered:

  • Goal setting and priority management
  • Account rounding, cross-selling and referral attainment
  • Communication styles (DISC)
  • Value-added services
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Program Details

Program Level: Beginner to Intermediate

Delivery Method: Online and in-person

Estimated Timeframe: 6-8 weeks

Recommended For: Customer service representatives and managers at agencies and brokerages

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Interested in this program?

Complete the below form and a representative will reach out to you to discuss how the High-Payoff Service™ Program can support your unique needs.