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Polestar High-Payoff Service™ Program

Your account managers and CSRs are on the front line of client retention and profitability. Taught by industry experts at Polestar, this program focuses on developing their skills in retaining clients, cross-selling, rounding accounts, attaining referrals and prioritizing high-payoff activities.


This behavioral-based program helps customer service representatives and account managers develop important skills for career achievement and agency growth. 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
Program Level:

Beginner to Intermediate

Delivery Method:

Online and in-person

Estimated Timeframe:

6 to 8 weeks

Recommended For:

Customer service representatives and managers at agencies and brokerages

This course is led by Polestar's world-class coaches. Learn More

Interested In This Course?

Contact a Representative.