Build a Team of Rock Star Producers.
Team Member Training & Accountability for Agencies ready to grow.
Whether you're a new Agency Owner just starting out or an MOA ready to level-up your operations, Insurance Agency Optimization has everything you and your Team Members need.
Trusted by thousands of Agency Owners and Team Members.
Access the Best Team Member Training in the Industry
We built these programs to train our own Team Members and we've made them available to the world through our Masterminds Membership.
6-Week Team Member Training Camp
Set your Team Member up for success with 6 weeks of high-intensity training and coaching focusing on long-term success habits and accountability.
Life Sales Bootcamp
Get the skills and tools your Agency needs to understand Life Insurance Production and immediately drive results.
4-Week New Team Member Onboarding
This training starts when your Brand New Team Member walks through the door on their first day and provides a roadmap for their first four weeks.
Weekly Live Practice Sessions
Perfect your craft during our Live practice sessions designed to get any sales professional at the top of their game.
Never Skip a Team Meeting Again.
Every day we deliver new content to use in your daily staff meetings.
Some of our favorite trainings include:
Will You End it Strong?
The 2-Minute Life Conversation
Focus on Primary Objections
Try IAO Masterminds Free For 14 Days
Perfect for Smaller Teams
Daily Team Training Videos
Agency Training Videos, Templates, Guides, Word Tracks, Playbooks & Interviews
Supportive Social Community
Win the Day Team Goal Tracker Software
Ideal for Growing Teams
Everything in Starter
Team Member Training Camp - Full Agency Access
First 4 Weeks New Team Member Training - Full Agency Access
Weekly Live Practice Sessions - Full Agency Access
The Full Agency Solution
Everything in Pro
Free IAO Bootcamps
Dedicated Agency Coach - Available as Needed
Dedicated Agency Concierge for Consulting & Accountability
Agency Owners Unite in our Masterminds-Only Facebook Group
Join hundreds of like-minded Agency Owners working together to share tips and tricks of the trade!
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!
What is Masterminds?
Our Masterminds Memberships provide the systems & processes Top-Producing Agencies use to optimize every aspect of their Agency.
Whether you're a new Agency Owner looking for a place to start or an MOA ready to level-up your operations, IAO has everything you need.
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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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