IAO IS HEADED TO BOSTON.
JOIN US IN PERSON!
Not a Mastermind? Join here to be eligible for IAO Summit.
The Premier 2023 Agency Planning Summit
Are you suffering from Virtual Event Fatigue? Do you miss the face-to-face conference experience, where you can network with your peers, meet and engage with presenters, and learn action-focused ways to improve your business? We hear you!
Join us IN PERSON at an intimate IAO Summit to prepare you and your team for awesomeness in 2023.
IAO Summit Info
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8am-5pm October 28, 2022
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Boston, Massachusetts
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Exclusively for IAO Masterminds & their Team Members
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$300 per Agent, $100 per Team Member.
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Includes a day of training, lunch, IAO swag, a personal Playbook, coffee/snacks and prizes!
The Premier 2023 Agency Planning Summit
Are you suffering from Virtual Event Fatigue? Do you miss the face-to-face conference experience, where you can network with your peers, meet and engage with presenters, and learn action-focused ways to improve your business? We hear you!
Join us IN PERSON at an intimate IAO Summit to prepare you and your team for awesomeness in 2023.
IAO Summit Info
-
8am-5pm October 28, 2022
-
Boston, Massachusetts
-
Exclusively for IAO Masterminds & their Team Members
-
$300 per Agent, $100 per Team Member.
-
Includes a day of training, lunch, IAO swag, a personal Playbook, coffee/snacks and prizes!
It's time to reunite.
IAO Summit is the most important event on your Agency's 2022 calendar. Don't miss out.
The Agenda.
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Intentionally Awesome Efficiency with Time: Focus on accomplishing more by doing less.
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Know Your Numbers: Examine Agency data, market trends and help the Team understand the WHY behind it all.
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Goal Setting: Making Agency goals part of your business plan, complete with action/activity goals to set you up for success in 2023.
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Team Goals: Assessing Team Member contributions to your Agency's goals. Built Team Member Business Plans for your Agency.
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Marketing Events, Community Involvements & Creating a Championship Office Culture.
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Creating systems and processes for prospecting, multi-lining, onboarding, referrals and transactional sales/pivots.
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12-Week Year Planning, Weekly Pipeline Reviews, Stacking Winning Days.
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Profits First Coaching
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Pre- & Post-Event networking opportunities in historic Cambridge, Mass.
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And much more!
Extra Details.
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The IAO Summit will take place from 8am - 5pm at 1950 Mass Ave in Cambridge, Mass.
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IAO has negotiated a special room rate of $219/night at a hotel near the event venue. The cut-off date to obtain this rate is Friday, October 13, 2022. Room block information will be provided once your IAO Summit ticket is purchased. Cancellations and changes must be made directly with the hotel.
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A full refund for registration will be granted if a written request for cancellation is received by email before October 14, 2022.
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Unused registrations have no monetary value and cannot be credited to future years or events.
Who Should Attend IAO Summit
IAO Summit is loaded with purposeful content for both Agents & Team Members.
The IAO Mastermind membership represents some of the brightest, top-producing Agents and Team Members. This is an opportunity to learn, interact, and share with like-minded peers in an intimate and fun setting.
Agency Owners
Team Members
Agents and Team Members will leave IAO Summit with an action plan to set forth on the path to an intentionally awesome 2023.
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.
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.
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.”
Michele is a number cruncher and she loves it. Her goal in this program is to help people learn to have a budget and stick to it, while putting PROFIT first. Michele has been a personal and business tax preparer for over 20 years and has spent part of those years doing corporate insurance accounting. Michele has a degree in accounting and certification in Profit First.
Meet Our Sponsors
A big 'Thank You' to our generous sponsors for their help making this event a success!
Interested in becoming a sponsor? Contact info@agencyoptimization.com.
Summit Sponsorship
Summit Sponsorship
Peak Sponsorship
It's time to reunite.
IAO Summit is the most important event on your Agency's 2022 calendar. Don't miss out.
Legal & Info
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.