Kick-start Your Agency's Life Production
Pretend today is Dec 31, 2022. Are you happy with your Life numbers? Are you going to Travel and have a Fast Start? Do you want to continue your production momentum? Or, do you wish you could go back and set your Agency up for a different ending? Whatever your status, Life Bootcamp by Insurance Agency Optimization is for you.
60-minute self-paced video trainings each day, 5 day duration
Five Life-specific LIVE Q&A/Practice Sessions with IAO Coaches & peers
Content distributed daily and available on-demand in a private Facebook group
Exclusive community and direct access to IAO Coaches
Personal playbook and worksheets to plan and track
One payment of $479 includes unlimited access to all remaining sessions (up to 20 Live calls!) for your entire Agency
Bootcamps are no cost for Elite Masterminds or Circle of Legends members. Want access to all our workshops? Learn More
Bootcamp Dates
Session 1: Aug 29 - Sept 2
Session 2: Oct 24 - Oct 28
Session 3: Nov 14 - Nov 18
Session 4: Dec 5 - Dec 9
Registration for Session 2 closes soon!
Kickstart Your Agency's Life Production
Pretend today is Dec 31, 2022. Are you happy with your Life numbers? Are you going to Travel and have a Fast Start? Do you want to continue your production momentum? Or, do you wish you could go back and set your Agency up for a different ending? Whatever your status, Life Bootcamp by Insurance Agency Optimization is for you.
Bootcamp Details
60-minute self-paced video trainings each day, 5 day duration
Five Life-specific LIVE Q&A/Practice Sessions with IAO Coaches & peers
Content distributed daily and available on-demand in a private Facebook group
Exclusive community and direct access to IAO Coaches
Personal playbook and worksheets to plan and track
One payment of $479 includes unlimited access to all remaining sessions (up to 20 Live calls!) for your entire Agency
Bootcamps are no cost for Elite Masterminds or Circle of Legends members. Want access to all our workshops? Learn More
Bootcamp Dates
Session 1: Aug 29 - Sept 2
Session 2: Oct 24 - Oct 28
Session 3: Nov 14 - Nov 18
Session 4: Dec 5 - Dec 9
Registration for Session 2 closes soon!
In this one-week, self-led training, we deliver tactics, formulas and scripts to take daily action that will move the needle on Life production.
Life Bootcamp is presented by our team of Coaches from around the country who are all "in-the-trenches." Each Coach delivers Life-driven material 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 our Bootcamp Facebook group and their personal tracker.
And... everyone who completes and documents their Bootcamp momentum will be entered into an Amazon gift card drawing!
If you're interested in boosting your or your Agency's Life production, enroll today.
Discover ways to...
Build Prospecting Lists
Understand & Explain Product Benefits
Embrace a "Life Mindset" & Your "Why"
Craft a Closing Ratio Formula
Handle the Most Common Objections to Life Insurance
Leverage Personal Stories from Our Coaches
Set Appointments & a Needs Analysis
Create Consistency & Persistency with a Follow-up Plan
And much more!
How it works
Each Agency pays $479. This fee grants them access to all the remaining Life Bootcamp sessions, whether it's all four or just one.
Participants must join the Life Bootcamp by IAO Facebook group to access the program's daily content.
Bootcamp participants will receive a daily email outlining the day's activities and training instruction. Everyday training tasks include:
Daily coaching video and action items
Complete Playbook work and scripts
Daily 'Power Hours' for making calls to propsects
Share progress in the Bootcamp Facebook group
Complete the daily policies tracker & share with Agent
Bonus: Live Practice Sessions via Zoom EVERY DAY
Meet the Coaches
Scott is the co-founder of Insurance Agency Optimization and has been recognized as a Top 5% producer nationally in 3 different industries over the past 25+ years.
Scott opened new market on December 1, 2009 in a tiny, rural Central NY town. His agency quickly realized explosive auto and fire growth and has increased auto and fire PIF for over 12 straight years. His agency has traveled every single year, most at level 3, as well as consistently achieving Chairman’s Circle and SVP recognition.
Brent started as a hybrid agent in September of 2014 with a small book of business. He has qualified for Honor Club every year as an agent and made travel every year but 1. He has traveled at each level 1, 2 and 3 as well as qualified for SVP Club, Chairman’s Circle and MDRT. Brent is passionate about the phrase “Just Ask.”
Corey joined the insurance world with an extensive sales background, primarily in high-end automatives. A true professional, Corey has been trained in high-level processes and philosophies. This sales guru has the ability to take complex situations and simplify them for any Agency.
Kira Schnell-Harrison is a State Farm Agent in Oak Forest, IL- opening in November 2019. She brings a fresh set of eyes to agency life as she comes from outside the industry and challenges those around her to think “outside the box” on ways to achieve goals and drive results.
Nicole Demma has over 20 years of insurance experience. She began her career in a corporate training role before transitioning to the independent broker world and finally joining a captive agency. Nicole’s passion to help others is clear every single day as she works tirelessly to properly protect her customers and earn numerous referrals and has achieved over 1,000 policies personally produced annually along with over 400 referrals to go with that production.
FAQ
This Bootcamp is for anyone on a mission to improve Life sales. No matter your goal, our strategies will improve your numbers.
Ending the year with momentum is crucial to every Agency. We want to provide training that sets the Agency up for success and also sticks with the participants through the end of 2022, and beyond.
This training includes a TON of content and valuable tools. Participants will appreciate being able to review key training pieces after their initial week of Bootcamp. Especially important are the additional Live Practice Sessions participants will be able to join during all Bootcamp sessions during 2022 (up to 20!).
No matter when you register, you will get the incredible content and coaching you need to finish strong.
Once registered, participants will receive an email with a link to the Facebook group. They will receive daily content through email, video and Facebook posts. The Facebook group will also be used for discussion, questions and networking with like-minded sales producers.
We recommend creating a temporary account or using someone elses. All training and communication will be done through the Facebook group to boost engagement and accountability. If you're unable to connect with us through Facebook, this may not be a good fit.
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 will take place Monday at 3:30pm EST and Tuesday through Friday at 2:00pm EST .
Participants may adjust the amount of training done each day to best fit their schedule, provided all content is consumed throughout the week.
The Auto Bootcamp is $479 per Agency.
Pro Masterminds receive a 50% discount and should register with their unique link.
Agencies enrolled as Elite Masterminds, or Circle of Legends members, can register for this Bootcamp at no additional cost within their Masterminds Dashboard.
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.
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.
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