Evolve II Service (January)
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 is recommended prior to enrollment in Evolve II.
Instructors:
Dan
Class Resources
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January 19, 2026 12:00 PM
January 21, 2026 2:00 PM
America/New_York
Agents and Service Team
https://us02web.zoom.us/j/87388962320
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