INSURANCE AGENCY REFERRALS GROWTH TRAINING
The Actionable Framework to Earn Your Agency 1,000 Referral Customers Every Year
This on-demand training dives into the "referral mindset" with actionable strategy that will change the trajectory of your agency's referrals stream.
Online Video Series
Course Playbook
Ready-to-Use Templates
Stop expecting referrals. They must be earned.
Learn the simple four-step process for earning more referrals.
Transition from traditional marketing methods to a referral-based system.
We show you how.
The Referrals Workshop is hosted by IAO's Co-founder and relationship marketing expert Scott Grates. Scott delivers step-by-step guidance to optimize every customer interaction. Plus, he shows you how to implement the Infinite Referral Advantage, a transformative approach that eliminates the need for costly lead purchasing and focuses on building a connection economy for your agency. Key topics of discussion include:
4 Must-Win Areas in Every Customer Interaction
5 Key Groups for Referral Growth
Customer Engagement Strategies
Your Bootcamp Host
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.
Scott is an author — including National Best-Seller Referrals Done Right — podcast host, entrepreneur, TEDx speaker and sought-after coach for small business owners. As the leader of multiple thriving businesses which started from zero — and now generate millions of dollars annually, Scott understands the challenges faced by small business owners in their relentless pursuit of success against corporate behemoths.
Frequently Asked Questions
Here are a few answers to our most common questions
Who is this workshop for?
This course is for any agent or team member on the hunt for more customers and who has a desire to sidestep the pitfalls of traditional (ie expensive and outdated) marketing practices.
How do I access the material?
The workshop is available on-demand for IAO Mastermind Pro members in the Masterminds training portal.
What is the time commitment?
This Bootcamp includes five sections, totaling 98 minutes in all. Your team can pace the workshop over a couple of days, or complete it in its entirety in under two hours. There will be three live training calls on Zoom with Coach Scott during the week, approx. 30-45 minutes each.
How much does it cost?
This workshop is included in the IAO Masterminds Pro level membership.
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.
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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.
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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