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Insurance Agency Optimization - Team Member Training & Accountability
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Insurance Agency Optimization

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.

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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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