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Agency Services


The Agency Audit Process: Start to Finish

This webinar will focus on the key components of the audit process and provide guidance to help you better prepare for a successful audit. Join this one hour webinar followed by an extended question and answer session provided by our speakers.

Telephone Etiquette For Agents

Learn the do's and don'ts for using the telephone for business including answering the phone, taking and leaving messages, and using the hold feature.  You'll also learn about winning telephone personality, and business cell phone usage.

E-mail Etiquette For Agents

Learn to send effective emails that will achieve your goals. This module includes consideration of components, format, and tone, and a checklist to help you evaluate your own emails. 

Know Before You Go – Navigating North Carolina

In this one hour webinar we will discuss updating and closing opportunities, assigning contact roles and other miscellaneous topics to help you keep your accounts current in CRM.