Mastermind Log In

Insurance Agency Optimization - Team Member Training & Accountability
  • Team Training
    • Team Member Training Camp [6-Weeks]
    • New Team Member Onboarding [First 4 Weeks]
    • Live Practice Sessions
    • Life Sales Bootcamp
    • Goals & Planning Workshop
    • All Trainings & Tools
  • Accountability
    • Elite Agency Coaching
    • Meet Your Coaches
  • Daily Coaching
Get Started

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. 

Get Started

 

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

Starter

Perfect for Smaller Teams

$67

Per Month


Daily Team Training Videos


Agency Training Videos, Templates, Guides, Word Tracks, Playbooks & Interviews


Supportive Social Community


Win the Day Team Goal Tracker Software


Start Free Trial

Pro

Ideal for Growing Teams

$397

Per Month


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


Start Today

Elite

The Full Agency Solution

Contact Sales


Everything in Pro


Free IAO Bootcamps


Dedicated Agency Coach - Available as Needed


Dedicated Agency Concierge for Consulting & Accountability


Apply

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."

Courtney Enwright

Agent

"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."

Diana Larson

Agent

"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!

Stephanie Jameson

Agent

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.

Learn More

Subscribe to the IAO Insider Newsletter

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.

I confirm that I am at least 16 years of age or older

I have read and accept any EULA, Terms and Conditions, Acceptable Use Policy, and/or Data Processing Addendum which has been provided to me in connection with the software, products and/or services.

I have been fully informed and consent to the collection and use of my personal data for any purpose in connection with the software, products and/or services.

I understand that certain data, including personal data, must be collected or processed in order for you to provide any products or services I have requested or contracted for. I understand that in some cases it may be required to use cookies or similar tracking to provide those products or services..

I understand that I have the right to request access annually to any personal data you have obtained or collected regarding me. You have agreed to provide me with a record of my personal data in a readable format.

I also understand that I can revoke my consent and that I have the right to be forgotten. If I revoke my consent you will stop collecting or processing my personal data. I understand that if I revoke my consent, you may be unable to provide contracted products or services to me, and I can not hold you responsible for that.

Likewise, if I properly request to be forgotten, you will delete the data you have for me, or make it inaccessible. I also understand that if there is a dispute regarding my personal data, I can contact someone who is responsible for handling data-related concerns. If we are unable to resolve any issue, you will provide an independent service to arbitrate a resolution. If I have any questions regarding my rights or privacy, I can contact the email address provided.

Training & Programs

Team Member Training CampNew Team Member OnboardingLive Practice SessionsLife Sales BootcampGoals & Planning WorkshopHot Seat Interviews

Masterminds

Starter - Free TrialPro TrainingElite Agency Coaching

Resources

ArticlesNewsletterAgency ToolboxFree Book

Legal & Info

SupportPrivacy PolicyTerms & Conditions

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.

We use cookies to improve our service, track analytics, remember preferences, etc. By using our site, you consent to these cookies.
{:lang_general_banner_cookie_privacy} {:lang_general_banner_cookie_cookie}