LIFE INSURANCE SALES TRAINING
On Demand with Pro Membership
Perfect Your Life Sales Skills:
5-Day Bootcamp to Ignite Production
This On-Demand Life Insurance sales training delivers actionable and effective tactics, formulas and scripts to take daily action and grow your agency's Life production.
Step-By-Step Playbook
5 Daily Trainings
Bonus Life 101 Training
Life Production Fuels Your Agency
Provide your entire team with a top-level training program focused on helping team members create long-term success habits and increase Life production.
Create Immediate Wins & Establish Long-Term Habits
Life Bootcamp is presented by our team of "in-the-trenches" coaches from around the country. Each Coach delivers Life-driven material to help create immediate small wins and establish habits that work long-term.
Real Team Members. Real Results.
"I have been in insurance/financial services for about 17 years and this by far was the best sales training I have ever taken. I've done Sandler. I have done Carew International. Carew was my favorite until this one. You have taken their spot in my mind. I am looking forward to tracking my numbers and hitting that special 100 app month consistently. I wish I had this training 20 years ago."
"The biggest take away from this [Bootcamp] is it really is a numbers game the majority of the time. ASK every time. I became more aware of how many people I am asking or talking about Life insurance with. Before this, there were not so many. I have been asking everyone, and today I sold one."
"I do Life exclusively and this training has given me the confidence to not take no for an answer. I call back, maybe even on the same day, to stress the importance of what we have to offer! It's been awesome!"
Expert Coaches & Accountability Partners
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.
Frequently Asked Questions
Answers to our most-asked questions.
This Bootcamp is for anyone on a mission to improve Life sales. No matter your goal, our strategies will improve your numbers.
This on-demand training is available to Pro Masterminds on their Masterminds Dashboard.
Each day will include ~60 minutes of self-paced video training, and one 'Power Hour' for making out-bound sales calls.
There are four pre-recorded training calls available.
This training is available at no cost to Pro Masterminds Members.
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:
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.
Did we miss your question? Send us an email and we will get back to you asap.
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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