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Insurance Agency Optimization - Team Member Training & Accountability
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INSURANCE OBJECTION SALES TRAINING

AVAILABLE ON-DEMAND WITH A PRO MASTERMINDS MEMBERSHIP

 

Transform Challenges into Triumph:

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.

Available with Pro Membership: Enroll Now

Step-By-Step Playbook

Coach-Led Roleplays

Video Sessions

Elevate Your Team's Objection-Handling Game

Objections Bootcamp is designed to empower your team members with skills to effectively conquer objections.

The Journey to Triumph

This on-demand video training curriculum, led by our team of insurance agent coaches, delivers the instruction and coaching needed to practice beating objections while providing flexibility to keep your agency running.

Day One Training

  • 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 Training

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

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

  • Craft unique scripts for various situations.

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.

Meet Our Team

Co-Founder & Training Director

Scott Grates

Recognized as a Top 5% producer nationally in three different industries over the past 25+ years, Scott takes his expertise in sales to drive the trainings offered at IAO.

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.

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

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

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

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.

Frequently Asked Questions

Answers to our most-asked questions.

Who is this bootcamp for?

Any insurance sales professional on a mission to be more confident when presented with an objection. 

How do I access the material?

This bootcamp is made available to Pro Masterminds on-demand through their Masterminds Dashboard.

What is the time commitment?

Day One On-Demand Training Video - approx. 30 minutes

Day Two: On-Demand Training Videos - approx. 90 minutes

How much does it cost?

Agencies enrolled as Pro Mastermind Members 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 OnboardingLife Sales BootcampLive Interviews

Resources

Free ResourcesMonthly NewsletterAgency Templates & GuidesAgency Optimization Book

Legal & Info

ContactSupportSystem StatusPrivacy PolicyTerms & Conditions

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.

Looking for a simpler way to meet your agency goals?

Watch as Scott Grates walks you through the exact tools top producers use to stay on top of daily agency tasks, fill their referral funnels, and develop teams that consistently exceed goals.


No obligations—just a quick glimpse into the industry’s most complete training platform.

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