AUTO INSURANCE SALES TRAINING
Foolproof Strategies Proven to Increase Auto Production
Ever wished for a blueprint to increase your agency's Auto production? Our top producers compiled their knowledge into a series of videos and live calls to help your team build momentum and long-lasting habits that get them through the biggest door in the house: the garage.
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20-60 minutes per day, 5 day duration
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Content distributed daily and available on-demand on the IAO Masterminds Dashboard
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Direct access to IAO Coaches with 'Ask the Coach'
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Personal playbook and worksheets to plan and track
In this one-week, self-led training, we deliver tactics, formulas and scripts to take daily action that will move the needle on Auto production.
Auto Bootcamp is presented by our team of coaches from around the country who are all "in-the-trenches." Each coach delivers auto-driven equipment to help create immediate small wins and establish habits that work long-term.
Bootcamp participants will identify their target goal and track progress throughout the week on their personal tracker.
If you're interested in improving your or your agency's auto production, enroll today.
Discover ways to...
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Use a Unique Selling Proposition (Value Statement)
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Leverage Single Line Household (and other reports)
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Internet Leads
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Craft a closing ratio formula and how to hit it
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Work social media and become a Rock Star with referrals
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Create consistency and persistency with a follow-up plan
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And much more!
How it works
Once enrolled in Bootcamp, participants will receive a short homework assignment to complete before Bootcamp starts. This 'pre-work' will help in calculating their Auto production goal for the week of Bootcamp and running some common reports to use during the week.
Each day, Bootcamp participants will receive an email outlining the day's activity and instructing them on next steps. Everyday training tasks include:
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Daily coaching video and action items
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Complete Playbook work and scripts
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Daily 'Power Hours' for making calls to propsects
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Complete the daily policies tracker & share with agent
The Auto Bootcamp Coaches
Co-Founder & Training Director
Scott Grates
Recognized as a Top 5% producer nationally in 3 different industries over the past 25+ years, Scott takes his expertise in sales to drive the trainings offered at IAO.
Agent Coach
Brent Hershey
Starting as a hybrid agent, Brent has qualified for Honor Club and Travel every year since 2014 and opened his MOA location in 2022. Brent is passionate about the phrase, "Just Ask."
Agent Coach
Kira Schnell-Harrison
Bringing a fresh set of eyes to agency life, Kira comes from outside the industry and challenges those around her to think 'outside the box' on ways to achieve goals and drive results.
Team Member Coach
Nicole Demma
With over 20 years of insurance experience, Nicole's passion to help others is clear every day as she works tirelessly to properly protect her customers, earns 400 referrals annually, and personally produces over 1,000 policies each year.
Agent Coach
Jennifer Jacobs
Starting as a new market agent in 2015, Jennifer has garnered a distinguished list of honors, including Ambassador Club, Chairman's Circle, and President's Club. Her commitment to excellence extends beyond insurance as a devoted community member and a source of support to many that know her.
Agent Coach
Corey Chapman
Joining the insurance world with an extensive sales background, Corey is a true professional trained in high-level processes and philosophies. This sales guru has the ability to take complex situations and simplify them for any agency.
Agent Coach
Kim Benton
Prior to opening her successful agency in 2015, Kim spent five years as a team member. Her experience on both sides of the agency gives her the ability to empathize with team members while challenging them to reach the next level.
Agent Coach
James Parker
James spent 18 years working in education after earning his doctorate in educational leadership. he opened his insurance agency in 2016, and proudly serves the Norman, OK area. He has a passion for lifelong learning and developing those around him.
Auto Bootcamp FAQs
Who is this bootcamp for?
Anyone on a mission to improve Auto sales. No matter your goal, our strategies will improve your numbers.
How do I access the bootcamp material
For IAO Masterminds Pro members, once a team member is granted access to the training dashboard by their agent, the bootcamp material is available on-demand in the training portal.
What is the investment?
Completing the pre-work can take anywhere from 30-90 minutes.
Monday's training will take about 90 minutes. Tuesday-Friday's training will take between 20 and 30 minutes each day to work through. Participants may change the amount of training done each day to best fit their schedule, provided all content is consumed throughout the week.
Participants will be encouraged to do a 'Power Hour' of calls each day.
What is bootcamp pre-work?
The first step in the bootcamp online course is completing the bootcamp pre-work (available inside the training portal once access is provided). The work will help them to determine their goal for the week, share that goal and commitment with the agency owner, and build a list of contacts so they're ready to get started on day one.
How much does this bootcamp cost?
Agencies enrolled in IAO Masterminds Pro receive this bootcamp as part of the membership.
Is IAO approved by State Farm?
Because Insurance Agency Optimization does not have a Master Services Agreement in place with State Farm, we are a Non-State Farm Vendor. We have worked closely with compliance on this Outside Business Activity, and we have raised no concerns, and agents are allowed to use our service.
It is important to keep in mind the differences between Vendors, Non-State Farm Vendors, and Unauthorized Entities:
- Vendor: Specific vendor in which State Farm has an approved Master Services Agreement in place and the scope of the vendor services received are within the scope of the agreement.
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Non-State Farm Vendor: Many non-State Farm vendors (including agent-owned businesses) agents use do not cause concern; however, agents may not use any non-State Farm vendors where:
- There is connectivity to State Farm systems and/or
- State Farm customer/consumer information will be shared
Any vendor that does not have an agreement in place with State Farm or the services received from an approved vendor are outside of the scope of the vendor’s agreement with State Farm. State Farm does not generally dictate what non-State Farm vendors an independent contractor may use. It is the agent’s responsibility to ensure that the vendors they engage with do not raise concerns.
Insurance Agency Optimization does not allow customer/consumer information to be shared, there is no connectivity to State Farm systems, and we have raised no concerns! Agents are allowed to use our service.
- Unauthorized Entity: Agents should not use an unauthorized entity. This is a specific entity that State Farm has identified as being unauthorized for use by State Farm due to the risks posed to State Farm by engagement with the entity. If an agent does use an unauthorized entity, it could impact the trust relationship between the agent and State Farm.
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.
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