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Insurance Agency Optimization - Team Member Training & Accountability
  • Team Training
    • Team Member Training Camp [6-Weeks]
    • New Team Member Onboarding [First 4 Weeks]
    • Live Practice Sessions
    • Life Sales Bootcamp
    • Health Sales Workshop
    • Auto Sales Bootcamp
    • Goals & Planning Workshop
    • Insurance Objections Bootcamp
    • All Trainings & Tools
  • Accountability
    • Elite Agency Coaching
    • Meet Your Coaches
  • Daily Coaching
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We focus on your Team, so you can run your Agency.

IAO delivers the high-impact training and hands-on accountability programs your Team Members need to succeed.

SEE HOW WE DO IT

Is your Agency hiring?

4-Week Training to Onboard Brand New Team Members

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Access the Most Complete Insurance Team Member Training in the Industry

We built these programs to train our own Team Members and we've made them available to the world through our Masterminds Membership.

  • 6-Week Insurance Team Member Training Camp

    Set your Team Member up for success with 6 weeks of high-intensity training and coaching focusing on long-term success habits and accountability.

  • Bootcamps & Workshops

    Get the skills and tools your Agency needs to understand specific products and immediately drive results.

  • 4-Week New Insurance Team Member Onboarding

    This training starts when your Brand New Team Member walks through the door on their first day and provides a roadmap for their first four weeks.

  • Weekly Live Practice Sessions

    Perfect your craft during our two weekly Live Practice Sessions designed to get any sales professional at the top of their game.

Hundreds of Agencies Trust Our Programs

"My Team Members LOVE the programs, tools and resources provided by IAO. As a new and external Agent all of those same resources are equally helpful. My Team just got done with the 6-week program and they had fun and got a lot out of it."

Courtney Enwright

Agent

"I have taken advantage of every program offered by IAO! My team is energized and we are beyond hitting all our targets. Insurance Agency Optimization provides more value than any price I could pay. My team loves our daily Morning Huddles and weekly calls. They get to hear from other Team Members, too, and the feel like they are connected to a larger supportive network."

Diana Larson

Agent

"The team at Insurance Agency Optimization has made a huge impact on my Agency. [The programs] challenge me and my Team to be better every day by making small, incremental changes. My team, whether long-term or new, learns so much from these programs. And I appreciate [my coach] as a thought partner as I grow the capacity for both of my Agencies. It's worth the investment!

Stephanie Jameson

Agent

Never Skip a Team Meeting Again.

Every day we deliver new content to use in your daily staff meetings.

Some of our favorite trainings include:

Will You End it Strong?

The 2-Minute Life Conversation

Focus on Primary Objections

Try Masterminds Starter Free For 14 Days

...or jump right into Pro and get instant access to

the most comprehensive insurance team member training platform in the industry!

Starter

Daily Team Meetings

$67

Per Month


Daily Team Training Videos


Agency Training Videos, Templates, Guides, Word Tracks, Playbooks & Interviews


Supportive Social Community


Win the Day Team Goal Tracker Software


Start Free Trial

Pro

Top-level Team Member Training

$397

Per Month


Everything in Starter


Team Member Training Camp - Full Agency Access


First 4 Weeks New Team Member Training - Full Agency Access


Weekly Live Practice Sessions - Full Agency Access


Start Today

Elite

Team Training & Accountability


Everything in Pro


Free IAO Bootcamps


Dedicated Agency Coach - Available as Needed


Dedicated Agency Concierge for Consulting & Accountability


Book Your Demo

What is Masterminds?

Our Masterminds Memberships provide the systems & processes Top-Producing Agencies use to optimize every aspect of their Agency.

Each membership level dives deeper into your Agency, providing more specific insurance Team Member training. Our Elite membership provides you with a Team Member Accountability Partner to be sure your Agency's sales goals are met.

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The newsletter that delivers the most actionable, tactical and timely Agency tips you actually need in 7 minutes or less. Get an edge over the competition, for free.

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Demo an easier way to train.

See a hands-on demo to see how IAO stacks up against other training programs. 

 

No purchase necessary. No obligation. Just a glimpse behind the curtain of the most comprehensive training platform in the industry.

Powered by KARTRA

Demo an easier way to train.

See a hands-on demo to see how IAO stacks up against other training programs. 

 

No purchase necessary. No obligation. Just a glimpse behind the curtain of the most comprehensive training platform in the industry.

Powered by KARTRA

Demo an easier way to train.

See a hands-on demo to see how IAO stacks up against other training programs. 

 

No purchase necessary. No obligation. Just a glimpse behind the curtain of the most comprehensive training platform in the industry.

Powered by KARTRA

Demo an easier way to train.

See a hands-on demo to see how IAO stacks up against other training programs. 

 

No purchase necessary. No obligation. Just a glimpse behind the curtain of the most comprehensive training platform in the industry.

Powered by KARTRA

Training & Programs

Team Member Training CampNew Team Member OnboardingLive Practice SessionsLife Sales BootcampLive Interviews

Masterminds

Starter - Free TrialPro TrainingTeam Member Accountability

Resources

Free ResourcesMonthly NewsletterAgency Templates & GuidesAgency Optimization Book

Legal & Info

SupportPrivacy PolicyTerms & Conditions

This insurance sales training was not developed by nor owned or endorsed by State Farm. The views presented are those of Insurance Agency Optimization only and are not intended to be used as a substitute for prospecting or customer interaction. Each representative of State Farm is personally responsible for acting according to the company’s sales philosophy and adhering to all compliance standards.

© Copyrights by Agency Optimization LLC. All Rights Reserved.

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