Mastermind Log In

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
    • Goals & Planning Workshop
    • All Trainings & Tools
  • Accountability
    • Elite Agency Coaching
    • Meet Your Coaches
  • Daily Coaching
Get Started

LIFE SALES TRAINING

Perfect Your Life Sales Skills:

5-Day Bootcamp to Ignite Production

This LIVE training delivers actionable and effective tactics, formulas and scripts to take daily action and grow your Agency's Life production.

Bootcamp starts June 12.

Enroll Your Agency for Just $479

Enroll in Masterminds Pro today and save 50% on Agency Access to Life Bootcamp. Or, purchase using the button above and have access to the Bootcamp content until July 9.

Step-By-Step Playbook

5 Daily Trainings

Live Practice Sessions

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.

Enroll Your Agency for Just $479

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.

  • Embrace a "Life Mindset" 

  • Prospecting & Life Objections

  • Understand Product Benefits

  • Leverage Personal Stories

  • Craft a Closing Ratio Formula

  • Create a Follow-Up Plan 

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. 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.

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.

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.

Real Team Members. Real Results.

"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."

Leana B.

Bootcamp Participant

"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!"

Cedric G.

Bootcamp Participant

"I just got my license two months ago and I love how this training has given me the confidence to JUST ASK! I have written three Life policies and have an appointment to close another two tomorrow!"

Carla H.

Bootcamp Participant

Enroll Your Agency for Just $479

Frequently Asked Questions

Answers to our most-asked questions.

Who is this Bootcamp for?

This Bootcamp is for anyone on a mission to improve Life sales. No matter your goal, our strategies will improve your numbers.

How do I access the material?

Once registered, participants will receive a Welcome Email with next steps. The Life Bootcamp content will be available to participants from June 8 to July 9.

What is the time commitment?

Each day will include ~60 minutes of self-paced video training, one 'Power Hour' for making out-bound sales calls, and a 30-minute Live Practice Session.

 

Live Practice Sessions are 2-230 pm EST Monday through Thursday.

How is this different from the session we joined last Fall?

While the morning trainings are slightly modified based on participant feedback, the four live training calls are completely unique and the Personal Playbook has been enhanced to help Team Members see even better results!

How much does it cost?

This LIVE Bootcamp is $479 per Agency.

 

Pro Masterminds receive a 50% discount and should register with their unique link. 

 

Agencies enrolled as Elite Masterminds can register for this Bootcamp at no additional cost within their Masterminds Dashboard.

 

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.
  • 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.

 

Did we miss your question? Send us an email and we will get back to you asap.

Training & Programs

Team Member Training CampNew Team Member OnboardingLive Practice SessionsLife Sales BootcampGoals & Planning WorkshopHot Seat Interviews

Masterminds

Starter - Free TrialPro TrainingElite Agency Coaching

Resources

ArticlesNewsletterAgency ToolboxFree Book

Legal & Info

SupportPrivacy PolicyTerms & Conditions

These training programs were not developed by State Farm and are not owned or endorsed by State Farm. The views presented are those of Insurance Agency Optimization only. 

© Copyrights by Agency Optimization LLC. All Rights Reserved.

{:lang_general_banner_cookie_disclaimer}
{:lang_general_banner_cookie_privacy} {:lang_general_banner_cookie_cookie}