Elevate Your Customer Service
Transform your Customer Service team into a revenue-producing, customer-retaining, powerhouse of a machine.
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Areas Where We Help Customer Service Teams of All Sizes
Cross-Selling
Find the policy gaps, get more premium
Quarterbacking Agency Owner
Learn how to satisfy customers who want to speak to the owner
Upgrades – Roadmap to Win
Get the most out of each product
De-Escalation & Building Rapport
Establish strong, trusting relationships
Rate Increases
Turn hurdles into launchpads by proving policy value
Policy Reviews
Reinforce peace of mind and increase household value
Saving Customer from Canceling
Improve customer retention
ALR Talk Paths
Show the value of life insurance and bundle more policies
Meet Your Next Customer Service Trainer
Quick Snapshot of Luis Lushman
Luis is known for being the gold standard for service at Peachy Insurance.
People who’ve worked with him describe him as compassionate, attentive, and eager to help clients–whether they be insured or insurance agent.
Luis handles all demands with grace, and can instill your Customer Service team with the soft and hard skills to succeed.
Highlights:
- 10+ years of experience
- 530 cross-sells in 2023
- $480,000 premium in 2023
- Proven track record of helping Customer Service teams
- 720 cross-sells forecasted after Q2 2024
- $400,000 in premium forecasted after Q2 2024
Visit Luis’ LinkedIn for more
Meet Luis Lushman, a Next Call Club trainer
Working as a leader at Peachy Insurance, Luis transformed a customer service team into a sales powerhouse.
In 2022, Luis was the Director of Customer Experience at Peachy. Executive Leadership asked him a challenging question: “how much revenue can customer service bring in?”
Previously, Peachy Insurance’s Customer Experience team focused on customer service. They did a great job, but they weren’t bringing in revenue.
That all changed when Luis received the mandate to get his team to sell.
He drew from his 10+ years of experience. Luis built systems and developed curriculum to make sales accessible for his team.
He taught them to build the value of our products and ask for the sale.
The results were remarkable. In 2023 alone, the team achieved 530 cross-sells, generating approximately $480,000 in premium.
The momentum carried over into 2024. In the first half of the year, the team recorded 370 cross-sells, generating around $200,000 in premium. They are on track to surpass 720 cross-sells by year-end, bringing in over $400,000 in premium. That is 36% growth.
Luis met the mandate set by leadership. He trained sales-focused service agents. The systems he built increased revenue. All while maintaining retention and customer satisfaction.
Does your customer service team cost more than it brings in? Are your agents missing policy gaps and upgrade opportunities?
Industry experts like Luis can implement these systems in your agency. Let us help you make your team as strong as it can be!
Testimonials for Luis
Savar Strong, Customer Service Representative
“Luis is an excellent trainer who does a great job really relating to what it feels like to work in the insurance industry, especially as a CSR. He has real world experience and knowledge and seemed to always have answer to any obscure question my office may have had for him. Working with Luis has helped me turn my time servicing clients into real sales, benefiting both myself and my agency. I’d suggest Luis to anyone looking to truly step up their game as a CSR.”
“The training courses provided by Luis helped me become a better customer service provider to our customers. Luis is professional and very through as well as patient. The sessions helped me become more efficient with my time and helped me improve my communication with both customers and co-workers. Everyone in insurance customer service rolls would benefit from this training.”
Nikki Ristic, Customer Service Representative
Kayleigh McCullough, Customer Service Representative
“I recently attended a customer service workshop, and it exceeded my expectations. The sessions were engaging, the trainer Luis was highly knowledgeable, and I walked away with practical strategies to enhance customer interactions. I highly recommend this workshop to anyone looking to improve their customer service skills. 10 out of 10 would highly recommend and I can’t for my next workshop.”
Pricing
Once a Month
$600
Most Popular
Twice a Month
$1,000
4x a Month
$1,750
All plans are on a monthly subscription