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.
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4-Week Training to Onboard Brand New Team Members
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.
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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.
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Bootcamps & Workshops
Get the skills and tools your Agency needs to understand specific products and immediately drive results.
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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.
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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
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
Elite
Team Training & Accountability
Everything in Pro
Free IAO Bootcamps
Dedicated Agency Coach - Available as Needed
Dedicated Agency Concierge for Consulting & Accountability
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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Legal & Info
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.