Out-sell the competition in just 7 minutes
The weekly newsletter that delivers the most actionable, tactical and timely Agency tips you actually need in 7 minutes or less. Get an edge over the competition, for free.
*Plus get instant access to our 27 Words that Matter in Insurance - power words to use in your every day conversations when making a sale.
Out-sell the competition in just 7 minutes
The weekly newsletter that delivers the most actionable, tactical and timely Agency tips you actually need in 7 minutes or less. Get an edge over the competition, for free.
*Plus get instant access to our 27 Words that Matter in Insurance - power words to use in your every day conversations when making a sale.
Trusted by thousands of Agency Owners and Team Members. See amazing results with our SIMPLE systems for long-term success.
Trusted by hundreds of Agency Owners and Team Members. See amazing results with our SIMPLE systems for long-term success.
Stop Struggling Through Agency Life...
Our Memberships are here to help.
FOR ANYONE
Insider Newsletter
IAO Insider is a free, premium newsletter subscription from the team at IAO. As an Insider, you'll receive a weekly newsletter every Monday which we promise will be the one email you actually look forward to hitting your inbox.
FOR AGENTS
Masterminds Starter
With hundreds of members and the largest collection of Agency trainings anywhere, Masterminds Starter is the ideal membership for Agents of all shapes and sizes.
FOR AGENCIES
Masterminds Pro
Get your entire Team involved with the Masterminds Pro membership! You'll get instant access to the checklists, templates, trainings and community included in the Starter program, PLUS the personalized training and coaching your team needs.
What Our Members Are Saying...
Many of us have consumed a lot of success literature over the years and applied it in bits and pieces … you are unique in that not only do you consume it, you assembled and delivered into a cohesive and actionable system for life and work success.
Mike Messuro
Agency Owner
Scott showed us how implementing unique systems and processes can make a significant difference on the production and culture of any agency. Attainable goals and step-by-step processes will make it easy for any office to implement. I highly recommend Scott and Insurance Agency Optimization.
Ryan Bush
Agency Owner
Thank you for the training, the insight and the help.
As a former AFE & SL this is some of the best training and common sense help I’ve seen in my 31 years with my company.
John Hadley
Agency Owner
What Our Members Are Saying...
Many of us have consumed a lot of success literature over the years and applied it in bits and pieces … you are unique in that not only do you consume it, you assembled and delivered into a cohesive and actionable system for life and work success.
Mike Messuro
Agency Owner
Scott showed us how implementing unique systems and processes can make a significant difference on the production and culture of any agency. Attainable goals and step-by-step processes will make it easy for any office to implement. I highly recommend Scott and Insurance Agency Optimization.
Ryan Bush
Agency Owner
Thank you for the training, the insight and the help.
As a former AFE & SL this is some of the best training and common sense help I’ve seen in my 31 years with my company.
John Hadley
Agency Owner
MASTER EVERY AREA OF
YOUR AGENCY WITH
IAO Masterminds
Training Library
Access hours of in-depth lessons including step-by-step guidance through agency Must Win Areas.
Community
Connect with fellow agency owners in our exclusive Mastermind Facebook Group.
Virtual Coaching
Your team will immediately begin implementing success principles and best-practices into their daily routines.
Agency Toolbox
Gain access to cheat sheets, extra trainings and endless resources.
MASTER EVERY AREA OF YOUR AGENCY WITH
IAO Masterminds
Training Library
Access hours of in-depth lessons including step-by-step guidance through agency Must Win Areas.
Team Access
One price for your whole Agency. Your Team Members get their own log in.
Virtual Coaching
Your team will immediately begin implementing success principles and best-practices into their daily routines.
Agency Toolbox
Gain access to cheat sheets, extra trainings and endless resources.
COMMUNITY
AGENCY OWNERS UNITE IN OUR MEMBERS-ONLY FACEBOOK GROUP
Join hundreds of like-minded agency owners working together to share tips and tricks of the trade!
Hold Your Team Accountable With Masterminds Pro
Not only do we offer initial training in their First 4 Weeks, but we follow up with a 6-week program that stays with the participants to ensure they continuously implement what they've learned.
See why I'm so excited about the Masterminds Pro membership...
Success Habits
for our most valuable assets
Nothing costs us more money and takes up more of our time than training and developing Team Members. Our training programs introduce them to everything they'll need to know about selling multiple lines of insurance at a high level.
Consistency
daily lessons and action items
Every single weekday of the Team Member Training Camp, participants receive an email asking Team Members to TAKE ACTION on that day's lesson. It may be reading, video, word tracks, role playing or trying something new live at the agency.
Competition
setting and achieving goals
Each Team Member will clearly state their goals during Week 1 of the Team Member Training Camp and, for the following 6 weeks, we track their results as they strive to qualify for the Circle of Legends.
Accountability
every. single. day.
Team Members are asked to complete checkpoint surveys each week reporting what they learned, accomplished and produced - and where they need more help! They can follow up the training programs with weekly Practice Sessions.
Prizes
for the very best
We've put thousands of dollars in gift cards on the line for those who participate the most and achieve the goals they set for themselves throughout the Team Member Training Camp and Circle of Legends.
Live Training
weekly touchpoints
Every week of the Team Member Training Camp, we jump on a live training call to review, answer questions, hear from other Agents and ensure everyone is getting exactly what they need to succeed. Bonus - weekly Live Practice Sessions.
Role Plays
to practice and prepare
Each week of the Team Member Training Camp, Team Members are put through recorded role plays to practice what they've been learning and prepare for real sales situations. After they graduate they continue this with our weekly Live Practice Sessions.
Playbook
a personal reference tool
Throughout all the programs, each Team Member will record their scripts, hot lists, agency documents and favorite training videos in their own Personal Playbook. The Agents receive their own Playbook for the First 4 Weeks.
Win the Day Team Goal Tracker
Available with any Masterminds membership.
The key to successful goal setting and achievement is accountability. The Win the Day Team Goal Tracker is a simple tool for your Team to set and monitor goals and stay accountable.
Quick.
This tool takes only 2 minutes at the end of each day. Team Members share their goals, progress and/or goal achievements, goals for the following day, and any foreseen obstacles in meeting the goals.
Effective.
That evening, the results of each Team Member's day are compiled and emailed to the Agent and the Team Members. Start your morning by reviewing your Team's recap and see if they 'won their day.'
Powerful.
Connect with Team Members on issues they're facing while trying to meet their goals, empower them by celebrating successes and help them set goals that develop productivity and accountability
Personal.
Upgrade your services or join Elite Masterminds to receive the added benefit of an IAO Agency Concierge who reviews your Team Member's results and consults with you on additional training and support needs.
Get The Agency Help You Need...
FOR ANYONE
Insider Newsletter
IAO Insider is a free, premium newsletter subscription from the team at IAO. As an Insider, you'll receive a weekly newsletter every Monday which we promise will be the one email you actually look forward to hitting your inbox.
FOR AGENTS
Masterminds Starter
With hundreds of members and the largest collection of Agency trainings anywhere, Masterminds Starter is the ideal membership for Agents of all shapes and sizes.
FOR AGENCIES
Masterminds Pro
Get your entire Team involved with the Masterminds Pro membership! You'll get instant access to the checklists, templates, trainings and community included in the Starter program, PLUS the personalized training and coaching your team needs.
Exclusive Hands-On Bootcamp
Get the Skills and Tools Your Agency Needs to Understand Life Insurance Production and Immediately Drive Results... In Just 5 Days
Session 1 begins August 29. Don't wait to enroll.
Pro & Elite members: see emails for discounted pricing.
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.
© Copyrights by Agency Optimization LLC. All Rights Reserved.