Looking for a simpler way to meet your agency goals?
In just a few minutes, Scott Grates will walk you through the exact programs industry leaders are using to stay on top of daily agency tasks, fill their referral pipeline and develop a motivated team trained to surpass your agency goals.
No commitment required—just a sneak peek into the most comprehensive training platform in the industry.
Here's what agents have to say...
"I love the content on IAO and I use it with my team every day! The Morning Huddles are great and you can mold your meetings with your team around the content that is already there. I highly recommend IAO!"
Jeremy Mathis
Agency Owner
"IAO is an amazing program. Scott and his team provide so much great information, I have used them for all of my Team Members and it is so helpful. I recommend them to everyone!"
Tara Wustner
Agency Owner
"IAO has been the best program for my team and I. We use the content daily! Not only is the quality of the information we get the best in the business. BUT the community and support is life-changing! We are very thankful for everyone who makes IAO great!"
Krystal Ruble
Agency Owner
"I have been with my company for 35 years in many capacities and have been through every "fad" and training that passed through for Team Members, agents and leadership. I have gained more in the past 6 months being part of IAO and utilizing their trainings for my Team than all of the previous years put together. Everything Scott shares is simple, easily implemented and a positive paradigm shift in thinking and presenting things to your customers."
Jeanine O'Donnell
Agency Owner
"Scott and his team have provided fantastic resources through IAO. From the daily videos to the Toolbox, IAO offers content that has helped me improve the things that we do in my office! I would highly recommend IAO to anyone looking to learn "how to" or to improve their current systems and processes."
Travis Pete
Agency Owner
"IAO has been a great addition for my office. The content is practical yet challenging. I would encourage others looking for daily motivation, idea shares and even an accountability partner to connect with them."
Tasha Johnson
Agency Owner
"IAO keeps our team motivated and focused when we listen to the Morning Huddles. The training available is an excellent resource that can be access at your convenience. Very much worth the dollars spent!"
Tammy Luechtefeld
Agency Owner
"Scott provides a ton of value in his Morning Huddle videos, his Mastermind Training Videos, and his Agent Toolbox. I have leaned on him for business advice on multiple occasions and have found him to be wise with his council and generous with his time. Thanks for all you do for insurance agents, Scott!"
Branton Wiseman
Agency Owner
"A great resource for agents of any level. Whether you need to learn or brush up on the basics, the content that Scott provides is top-notch. The Toolbox offers lots of content to help run my office and there are plenty of videos to share with my team. I highly recommend IAO!"
Ken Grossman
Agency Owner
"I highly recommend Scott Grates and his training programs! The daily accountability videos are short, inspiring and move you to action to improve yourself and your insurance agency every day. Great materials for just you, to share with the team, and talk with Agent peers to help us all get better. Thank you!"
Michelle Raber
Agency Owner
Insurance Agency Optimization
Meet Our Coaches
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
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
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
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
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.
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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