Optimize. Train. Grow.
Agency simplified.
We provide the blueprint for tackling essential daily agency tasks, filling your referral pipeline, and developing a motivated team trained to surpass your agency's goals.
No contracts. Just results.
You wear a lot of hats.
Running an agency doesn't mean going it alone.
Whether it's a simple guiding hand or a partner to jump in alongside your team, we have what you need.
Optimize.
Ensure your agency runs seamlessly with daily reminders for essential tasks. Utilize templates, guides, and playbooks to efficiently integrate proven systems and processes. Enhance your online presence with daily done-for-you social media posts.
Train.
Create consistency with weekly coaching calls and daily meeting content. Unlock industry-leading training resources like Team Member Training Camp, product-specific bootcamps, and the comprehensive First 4 Weeks New Team Member Training.
Grow.
Guide your team effortlessly with dedicated accountability partners and Win the Day Goal Tracking software. Fuel their pipeline with community referrals with the Referrals Without Asking program.
What is Masterminds?
A Masterminds membership provides the systems & processes to optimize every aspect of your agency.
Each membership dives deeper into your agency with added resources and insurance team member training. The Elite membership arms you with an Accountability Partner to help ensure your agency's sales goals are met.
Team meetings on autopilot.
We deliver new content every day for your daily team meetings.
Some of our favorite include:
Focus on Primary Objections
The 2-Minute Life Conversation
Train your team for any conversation.
Created by top-producing agents, give your team the advantage with training proven to move the needle on your agency's production with focus on consistency and implementation.
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6-Week Insurance Team Member Training Camp
Set your team member up for success with six weeks of high-intensity training and coaching focusing on long-term success habits and accountability.
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Bootcamps & Workshops
Gain skills, tools, and product knowledge your team needs to immediately drive results.
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4-Week New Insurance Team Member Onboarding
This training starts on day one for your brand new team member with a roadmap of their first four weeks at the agency.
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Weekly Live Practice Sessions
Perfect your craft with two weekly Live Practice Sessions designed to get any sales professional at the top of their game.
See why so many agencies are choosing Insurance Agency Optimization.
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!
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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