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
Corey Chapman
Joining the insurance world with an extensive sales background, Corey is a true professional trained in high-level processes and philosophies. This sales guru has the ability to take complex situations and simplify them for any Agency.
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.
Agency Profitability Coach
Michele Herringshaw
As a certified Profit First coach, Michele works directly with Agency Owners to flip the formula from paying themselves whatever's left to paying themselves first.
Team Member Coach
Nicole Demma
With over 20 years of insurance experience, Nicole's passion to help others is clear every day as she works tirelessly to properly protect her customers, earns 400 referrals annually, and personally produces over 1,000 policies each year.
Coach & Trainer
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.
Agency Concierge
Katie Maneen
The heart of the Accountability Program, Katie has a knack for seeing the best in Team Members and rooting them on to success.
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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.
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