Get This Training For Just $397

Only $397 

Save Time & Money by Avoiding the Hiring/Training/Firing Cycle.

 

Our Team is our biggest expense.

 

We spend thousands of dollars, and countless hours, hiring and training.

 

Then, in 3 months, when they're not a fit - we let them go.

 

And then, the cycle repeats.

 

Through the years, Insurance Agency Optimization has made systems, processes, mindsets and proven success principles available to you through books, blogs, videos and live seminars.

 

Today we're offering access to our First 4 Weeks - New Team Member Training for only $397.

 

Starting today, you can finally have access to a top-level training program - without leaving your office. 

 

Keep your new hire learning, taking consistent action and increasing productivity every day for their First 4 Weeks - with minimal time investment from you and your team.

Training Description

First 4 Weeks - New Team Member Training is our 20-day online training that steps into your office and trains your newest Team Members from Day One.

 

This training starts when your new hire first walks through the door and provides an hour-by-hour road map for their first four weeks. Using our online portal, and with the help of our First 4 Weeks Playbook, your new hire will experience 20 days of training, built-in action pieces and weekly assessments.

What They'll Learn

  • How your office operates, how to use your systems and what is expected of them in the first 4 weeks
  • The importance of practice, and how to create word tracks for Hot List calls and scripts for voicemails and e-mails
  • Making calls and taking action from Day One
  • What it will take for them to be in the top 10% and how to navigate the highs and lows
  • Optimizing every opportunity while setting and achieving daily goals
  • ...and that's just the first two days! They'll be trained in everything from Payments, Coverages, Claims, ECRM, and NECHO, to Life & Health, Property & Casualty, Auto, BOD Fire & Life, Disability, and Hospital Income to Customer Retention, Shopping Competitors, The10-Step Sales Process, Dealing with Objections, Referrals, and Annual Reviews during their First 4 Weeks. 
  • Plus! Weekly Assessments to ensure they're retaining the information and identifying where they need additional training

Hour-by-hour Road Map for New Team Members

---- TRAINING ----

Just $397

Training Preview

Prepping for Day 3 - Understanding the Insurance Industry.

 

In this video, Scott Grates previews what the Team Member will be learning throughout the day, including the ins-and-outs of the industry and exactly what they'll be selling... a promise.

Save Time & Money by Avoiding the Hiring / Training / Firing Cycle.

 

Our Team is our biggest expense.

 

We spend thousands of dollars, and countless hours, hiring and training.

 

Then, in 3 months, when they're not a fit - we let them go.

 

And then, the cycle repeats.

 

Through the years, Insurance Agency Optimization has made systems, processes, mindsets and proven success principles available to you through books, blogs, videos and live seminars.

 

Today we're offering access to our First 4 Weeks - New Team Member Training for only $397.

 

Starting today, you can finally have access to a top-level training program - without leaving your office. 

 

Keep your new hire learning, taking consistent action and increasing productivity every day for their First 4 Weeks - with minimal time investment from you and your team.

Training Description

First 4 Weeks - New Team Member Training is our 20-day online training that steps into your office and trains your newest Team Members from Day One.

 

This training starts when your new hire first walks through the door and provides an hour-by-hour road map for their first four weeks. Using our online portal, and with the help of our First 4 Weeks Playbook, your new hire will experience 20 days of training, built-in action pieces and weekly assessments.

What You'll Learn

  • How your office operates, how to use your systems and what is expected of them in the first 4 weeks
  • The importance of practice, and how to create word tracks for Hot List calls and scripts for voicemails and e-mails
  • Making calls and taking action from Day One
  • What it will take for them to be in the top 10% and how to navigate the highs and lows
  • Optimizing every opportunity while setting and achieving daily goals
  • ...and that's just the first two days! They'll be trained in everything from Payments, Coverages, Claims, ECRM, and NECHO, to Life & Health, Property & Casualty, Auto, BOD Fire & Life, Disability, and Hospital Income to Customer Retention, Shopping Competitors, The10-Step Sales Process, Dealing with Objections, Referrals, and Annual Reviews during their First 4 Weeks. 
  • Plus! Weekly Assessments to ensure they're retaining the information and identifying where they need additional training

Hour-by-hour Road Map for New Team Members

---- TRAINING ----

Just $397

Training Preview

Prepping for Day 3 - Understanding the Insurance Industry

 

In this video, Scott Grates previews what the Team Member will be learning throughout the day, including the ins-and-outs of the industry and exactly what they'll be selling... a promise.


Your Instructor

Scott Grates

Recognized as a Top 5% producer nationally over the past 20 years, Scott Grates shares his expertise in sales, systems and mindset with Insurance Agency Optimization members in hopes of helping other agency owners achieve their goals.

 

Scott focuses on developing proper mindsets, creating a winning office culture and sticking to simple, repeatable systems that fit each agency's style ... regardless of market.

Your Instructor

Scott Grates

Recognized as a Top 5% producer nationally over the past 20 years, Scott Grates shares his expertise in sales, systems and mindset with Insurance Agency Optimization members in hopes of helping other agency owners achieve their goals.

 

Scott focuses on developing proper mindsets, creating a winning office culture and sticking to simple, repeatable systems that fit each agency's style ... regardless of market.

Training for Brand New Team Members

---- TRAINING ----

Just $397

Frequently Asked Questions

How do I access the training?

 

This is an on-demand training that you can access at any time.

 

Once you've purchased the training, you'll receive an email with instructions to access the Agency Toolbox where you'll find it under the Workshops tab.

Who is this training for?

 

Any Agency Owner that wants to save time on training new hires - and get it done right. 

How do I know what we'll be working on every day?

 

You and your new Team Member will each receive First 4 Weeks Playbooks to guide you through each hour of the day for the first 20 days. This is designed to take the guess-work out of training.

Get This Training For Just $397

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