'First 4 Weeks' Training for Brand New Team Members
Complete Team Member Onboarding in Just 4 Weeks
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 Agency.
Enroll today for Unlimited Agency Access with a Masterminds Pro Membership. Or, join Masterminds Starter and purchase access for 60 days.
Save Time & Money
'First 4 Weeks' steps into your office and trains your new hire from Day One. We provide an hour-by-hour road map for their first 30 days.
Prepping for Day 3 | Understanding the Insurance Industry
In this video, Coach Scott previews with 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.
Access the Only Comprehensive New Team Member Training in the Industry
Starting when your new hire walks through the door on Day One, this training provides an hour-by-hour road map for their first four weeks. Using our online portal and their personal playbook, your new hire will experience 20 days of training, built-in action pieces and weekly assessments.
Office Operations & Systems
Every Agency is unique, so we cover the universal systems and processes while allowing you time to show your new Team Member the Agency-specific systems you have in place.
Prospecting & Objections
Team Members will learn tips, tricks and effective word tracks that make it impossible to fail while making prospecting calls. However, the key to prospecting is being prepared for, and ready to overcome, objections. Team Members will learn the most common objections and how to conquer them with ease.
Coverages & Claims
Take entry-level conversations to the next level and dive deeper into a customer's need for different coverages, and how to present them during their call.
Multi-Line Sales Process
If your Team Members master this process there will be no limit to their success in this industry. By utilizing professional selling skills they will consistently help more people, in more ways, forever. Our ten-step sales process will take cost out of the equation and create more situations where prospects embrace the Total Protection Package.
Participants learn why a 100% onboarding process is necessary and how to turn their new customers into three new prospects by running our Rock Star Referral Process.
From Shopping Competitors to Annual Reviews, we cover everything above and beyond, ensuring your new Team Member becomes familiar with every facet of Agency in their First 4 Weeks.
Expert Coaches & Accountability Partners
Co-Founder & Training Director
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.
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."
Team Member Coach
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'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 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.
The heart of the Accountability Program, Katie has a knack for seeing the best in Team Members and rooting them on to success.
Hundreds of Agencies Trust Our Programs
"My Team Members LOVE the programs, tools and resources provided by IAO. As a new and external Agent all of those same resources are equally helpful. My Team just got done with the 6-week program and they had fun and got a lot out of it."
"I have taken advantage of every program offered by IAO! My team is energized and we are beyond hitting all our targets. Insurance Agency Optimization provides more value than any price I could pay. My team loves our daily Morning Huddles and weekly calls. They get to hear from other Team Members, too, and the feel like they are connected to a larger supportive network."
"The team at Insurance Agency Optimization has made a huge impact on my Agency. [The programs] challenge me and my Team to be better every day by making small, incremental changes. My team, whether long-term or new, learns so much from these programs. And I appreciate [my coach] as a thought partner as I grow the capacity for both of my Agencies. It's worth the investment!
Frequently Asked Questions
Here are a few answers to our most common questions
This is an on-demand training that you can access at any time.
Once you've enrolled in Masterminds Pro, or joined Masterminds Starter and purchased a la carte, you'll receive an email with instructions to access the training.
When purchased a la carte, you have access to the training for 60 days. This will provide enough time to review the training before your new hire begins their employment, complete the training, and access the content to review anything your new hire may need additional help with during their second month.
An Agency Owner who wants to save time on training new hires - and get it done right.
The Team Member and the Agency Owner will each receive their own First 4 Weeks Playbooks to guide you through each hour of the day for the first 4 weeks. This program is design to take the guesswork out of training.
Unfortunately, not all will make it through the 4 weeks, but that's okay. It's better to know quickly that they aren't the answer versus dragging them along for months or years, wasting your money and wondering if you gave them the proper training or not.
If they can't handle this program, and they won't do the little things asked of them to set the foundation, then this program is worth its weight in gold for those reasons too.
If your Team Member leaves during the program, IAO has resources to assist you in hiring and training new candidates. Please reach out.
This is a SALES training program. Each office has different service processes and ECRM processes and claims processes, so we're not going to dive into those areas but we do block time for you to do so.
Everything we coach and train will be focused on identifying more prospects, more sales opportunities, earning more referrals and ultimately writing more business for your Agency in the long term.
This training is available to Masterminds of any level. Whether you choose to join as a Masterminds Starter at $67/mth and purchase 60 Days of access to this training a la carte for $297, or join as a Masterminds Pro for $397/mth, is up to you. You can click here to get started as Pro (best deal).
Did we miss your question? Send us an email and we will get back to you asap.
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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