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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
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LIVE PRACTICE SESSIONS

Live Sales Coaching from Top-Producing Agency Owners

Introduce your Team Members to new word tracks, scripts and techniques during our weekly LIVE practice sessions designed to get any sales professional to the top of their game, no matter the conversation.

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Enroll today for Unlimited Agency Access with a Masterminds Pro Membership. Or, join Masterminds Starter and purchase the training a la carte.

Peer-to-Peer Learning & Practice Session

Whether a new Team Member stepping outside their comfort zone, or a seasoned Team Member who wants to hear from the best in the industry, Live Practice Sessions result in more natural conversations and increased production at any level. 

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Real Team Members. Real Conversations.

We're pulling back the curtain. Here's a sneak peek of some recent sessions.

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Each Session Focuses on One Relevant & Timely Topic

Practice Sessions are ideal for Team Members to hear how other sales professionals handle conversations. We teach you to find the key words to trigger different responses, and walk you through how to most effectively communicate with customers and prospects.

  • Foundational Statements

    Participants practice turning service into sales opportunities (pivots) and foundational word track statements that will improve their success.

  • Prospecting & Objections

    Team Members will practice word tracks for prospecting calls and learn how to conquer the most common objections with ease.

  • Multi-line Sales Process

    We practice taking cost out of the equation and creating more situations where prospects embrace the Total Protection Package.

  • Onboarding & Referrals

    Team Members practice implementing the Rock Star Referral Process and making the most of every interaction.

  • Life & Health

    Practice diving deeper into a customer's need for Life & Health protection. 

  • Everything Else

    Every 6 weeks we open the session to what our participants need to work on and guide them through the most important conversations in their personal days.

Expert Coaches Offer Live Training

Co-Founder & Training Director

Scott Grates

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.

Agent Coach

Brent Hershey

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."

Agent Coach

Kira Schnell-Harrison

Bringing a fresh set of eyes to Agency life, Kira comes from outside the industry and challenges those around her to think 'outside the box' on ways to achieve goals and drive results.

Agent Coach

Corey Chapman

Joining the insurance world with an extensive sales background, Corey is a true professional trained in high-level processes and philosophies. This sales guru has the ability to take complex situations and simplify them for any Agency.

Agent Coach

Kim Benton

Prior to opening her successful Agency in 2015, Kim spent 5 years as a Team Member. Her experience on both sides of the Agency gives her the ability to empathize with Team Members while challenging them to reach the next level.

Team Member Coach

Nicole Demma

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 Carpenter

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 Kobel

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.

Frequently Asked Questions

Here are a few answers to our most common questions

Is this program for new or seasoned Team Members?

Both! Anyone will benefit from these trainings - whether they're brand new or seasoned and want to brush up on a particular topic.

When do the Live Practice Sessions take place?

Every Thursday at 2:00pm EST.

How do I register a Team Member?

This training is available to Masterminds of any level.

 

Whether you choose to join as a Masterminds Starter at $67/mth and purchase access to this training a la carte for $37/session, 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.

Training & Programs

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

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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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