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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
    • Health Sales Workshop
    • Auto Sales Bootcamp
    • Goals & Planning Workshop
    • Insurance Objections Bootcamp
    • All Trainings & Tools
  • Accountability
    • Elite Agency Coaching
    • Meet Your Coaches
  • Daily Coaching
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INSURANCE OBJECTION SALES TRAINING

NEXT SESSION: NOVEMBER 7

Transform Challenges into Triumph:

3-Day Objections Bootcamp

In our world, objections aren't roadblocks - they're opportunities to shine as Risk Advisors, guiding prospects toward understanding our services better. Give your Team Members the power to confidently welcome objections.

Enroll for Just $97 per Team Member

Masterminds Pro & Elite should register through their dashboard for a discounted price.

Step-By-Step Playbook

 Daily Trainings

Live Practice Sessions

Elevate Your Team's Objection-Handling Game

The 3-Day Objections Bootcamp is meticulously crafted to empower your Team Members with skills to effectively conquer objections.

Enroll for Just $97 per Team Member

The Journey to Triumph

Our hybrid approach combines Live Zoom training and On-Demand video training to create the perfect hands-on coaching needed to practice beating objections while providing flexibility to keep your Agency running.

Day One:

Live Training Session

  • Learn to recognize Objections as conversion opportunities.

  • Flip the script and turn objections into deeper conversations.

  • Anticipate and beat objections with proven formulas.

Day Two:

On-Demand Training Videos

  • Discover the secrets to triumph over even the toughest objections.

  • Dive into Property & Casualty, Life, and Health insurance.

  • Craft unique scripts for various situations.

Day Three:

Live Transformation Session

  • Accelerate your transformation with rapid-fire role-playing.

  • Learn from others and turn theory into real skill.

  • Mandatory participation means each Team Member receives 1:1 coaching.

Continuous Growth & Production

Throughout the Bootcamp, your Team Members will build their Objections Playbook – a treasure trove of objection-beating scripts, tools, and resources to use as their ongoing reference guide. Tailored calls-to-action will guide daily practice, ensuring constant improvement in objection-handling and sales call skills.

Enroll for Just $97 per Team Member

Insurance Agency Optimization

Meet Our Team

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

Kim Benton

Prior to opening her successful Agency in 2015, Kim spent 5 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.

Certified Sales Coach

Necole Carpenter

Necole's 20 years of sales experience brings a unique, outside perspective on Agency operations and Sales Team Training. Studying for her Sales Trainer Certificate, P&C License and Life/Health License, Necole leverages her wholistic view to develop unique and challenging training experiences.

Event & Program Coordinator

Jill Kobel

Jill supports digital content delivery, event planning, and manages IAO's Customer Support. And, she's the friendly face you'll see assisting our Coaches on IAO's training calls.

Frequently Asked Questions

Answers to our most-asked questions.

Who is this Bootcamp for?

This Bootcamp is for any insurance sales professional on a mission to be more confident when presented with an objection. 

How do I access the material?

Once registration is open, participants will receive a Welcome Email with next steps. The material will be available November 3 - 10.

What is the time commitment?

0Day One: Live Practice Session from 2-3:30pm EST

Day Two: On-Demand Training Videos

Day Three: Live Practice Session from 2-3:00pm EST

Is there 1:1 training?

Yes! Our call on Day One will encourage participants to engage and interact with our Coaches. Our Day Three call will take place in Zoom Breakout Rooms so each Coach can role-play directly with a small group of participants.

How much does it cost?

This Bootcamp is $97 PER TEAM MEMBER. Most of our Bootcamps are priced per Agency, but with the customized 1:1 attention, we're accounting for each individual attendee.

 

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

 

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

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Resources

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Legal & Info

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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.

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