Running an Agency is Complicated...

IAO Masterminds Makes it Easy.

As a Mastermind Member You'll Get Instant Access to the Checklists, Templates, Trainings and Community You Need to ACHIEVE SUCCESS.

Ready to Simplify Your Agency? Try Masterminds FREE for 14 Days...

Activate Your Trial for Instant Access to:

  • Agency Optimization Training Videos to dive into every aspect of your Agency and how to improve, at your own pace!

  • A library of +25 templates, guides and Agency playbooks (and growing every month)

  • Timely and tactical daily coaching videos (Morning Huddles) delivered to your inbox for your Team to watch together or on their own time

  • Over 40 Agent Hot Seat interviews to hear what top producers around the country are doing to succeed.

  • A supportive community of hundreds of Agency Owners to answer any and all of your questions

Daily Coaching

Training Library

Agency Resources

Community


BENEFITS OF MEMBERSHIP


+25 Resources To Help You Run Your Office

Our Agency Toolbox is full of resources to improve Agency efficiency and success. From cheat sheets and templates, to extra training and word scripts, the Toolbox is your first stop to avoid 'recreating the wheel.' Some of these include:

LIFE INSURANCE

OBJECTION SCRIPTS

For Team Members

11 of the most common objections and the exact words and phrases to overcome each one. 

Retail Price: $7

Included with Membership

P&C INSURANCE

OBJECTION SCRIPTS

For Team Members

20 of the most common objections and the exact words and phrases to overcome each one.

Retail Price: $7

Included with Membership

27 WORDS THAT MATTER IN INSURANCE SALES

For Team Members

Power words to substitute or use in your every day conversations when making the sale.

Retail Price: $7

Included with Membership

AGENCY PROMOTION GUIDELINES TEMPLATE

For Agency Owners

Set clear, simple expectations and motivate your Team Members to earn their promotions.

Retail Price: $7

Included with Membership

TEAM MEMBER REVIEW WORKSHEET

For Agency Owners

Assess your new hire on the most important, measurable skills needed for success at your Agency.

Retail Price: $7

Included with Membership

GUIDE TO CREATING YOUR VALUE STATEMENT

For Agency Owners

Develop a 30-second 'elevator pitch' that clearly encompasses the vision you have for your Agency.

Retail Price: $7

Included with Membership

TEAM MEMBER BUSINESS PLAN

For Team Members

Your team is your biggest asset. Get them involved in your business planning and preparing for the upcoming year.

Retail Price: $7

Included with Membership

SALES TEAM DAILY ACTION PLAN

For Team Members

Insurance sales is a numbers game. Track measurable actions needed to improve sales and efficiency.

Retail Price: $7

Included with Membership

HOT CONTACTS LIST BUILDING 

For Team Members

Easily create a list of over 135 quality candidates to fill your prospecting pipeline and quickly reach Agency goals.

Retail Price: $7

Included with Membership

NEW CUSTOMER SATISFACTION SURVEY

For Agency Owners

Gain 80-100 additional referrals every month with this done-for-you survey designed to capture leads from your new customer.

Retail Price: $7

Included with Membership

AGENCY STAFFING  FLOWCHART

For Agency Owners

Eliminate confusion over positions and responsibilities within your Agency.

Retail Price: $7

Included with Membership

SECRET SHOPPER WORKSHEET

For Team Members

A powerful exercise to discover where your competition has set the bar so you can create a more unique environment and earn more business.

Retail Price: $7

Included with Membership

Tactical Workshops & Trainings That Dive Into The Heart of Agency Life

6 (and counting) actionable, step-by-step trainings and playbooks that produce specific results and allow you to understand and implement complex Agency tasks with ease and speed. Including:

AGENCY OPTIMIZATION TRAINING VIDEOS

For Agency Owners

Dive into the Must-Win areas every Agency Owner needs to optimize for success with over 10 hours of high-impact, simple to implement, actionable content for you and your entire team.

Retail Price: $495

Included with Membership

AGENCY TRAPS

ON-DEMAND TRAINING

For Agency Owners

This is our 30-minute, go at your own pace, online training that shows you exactly how to recognize where your Agency is lacking, and how to fix it. The solutions offered can be implemented immediately.

Retail Price: $27

Included with Membership

AGENCY HIRING PLAYBOOK

For Agency Owners

A complete guide to recruiting, hiring and onboarding new sales team members at your insurance agency.

Retail Price: $27

Included with Membership

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!

COMMUNITY

AGENCY OWNERS UNITE IN OUR EXCLUSIVE GROUP

Join hundreds of like-minded agency owners working together to share tips and tricks of the trade!

Ready to Simplify Your Agency? Try Masterminds FREE for 14 Days...

Activate Your Trial for Instant Access to:

  • Agency Optimization Training Videos to dive into every aspect of your Agency and how to improve, at your own pace!

  • A library of +25 templates, guides and Agency playbooks (and growing every month)

  • Timely and tactical daily coaching videos (Morning Huddles) delivered to your inbox for your Team to watch together or on their own time

  • Over 40 Agent Hot Seat interviews to hear what top producers around the country are doing to succeed.

  • A supportive community of hundreds of Agency Owners to answer any and all of your questions

WHAT IS IAO MASTERMIND MEMBERSHIP?


Whether you're a new Agent looking for a place to start or a seasoned Agency Owner looking to uplevel your production, Insurance Agency Optimization Masterminds has everything you need to get on top of your game.

 

Membership comes with everything an Agency Owner could need, including: daily team coaching videos, up-to-date trainings (so you're always one step ahead of the competition), proven step-by-step playbooks (so even complex tasks get done the right way, the first time), and a community of peers (so you never have a question that goes unanswered again).

 

IAO Masterminds is the ultimate online learning center for Agency Owners.

STILL ON THE FENCE? SEE WHAT OUR MASTERMINDS SAY...


"I love the content on IAO and I use it with my team every day! The Morning Huddles are great and you can mold your meetings with your team around the content that is already there. I highly recommend IAO!"

Jeremy Mathis

Agency Owner

"IAO is an amazing program. Scott and his team provide so much great information, I have used them for all of my Team Members and it is so helpful. I recommend them to everyone!"

Tara Wustner

Agency Owner

"IAO has been the best program for my team and I. We use the content daily! Not only is the quality of the information we get the best in the business. BUT the community and support is life-changing! We are very thankful for everyone who makes IAO great!"

Krystal Ruble

Agency Owner

"I have been with my company for 35 years in many capacities and have been through every "fad" and training that passed through for Team Members, agents and leadership. I have gained more in the past 6 months being part of IAO and utilizing their trainings for my Team than all of the previous years put together. Everything Scott shares is simple, easily implemented and a positive paradigm shift in thinking and presenting things to your customers."

Jeanine O'Donnell

Agency Owner

"Scott and his team have provided fantastic resources through IAO. From the daily videos to the Toolbox, IAO offers content that has helped me improve the things that we do in my office! I would highly recommend IAO to anyone looking to learn "how to" or to improve their current systems and processes."

Travis Pete

Agency Owner

"IAO has been a great addition for my office. The content is practical yet challenging. I would encourage others looking for daily motivation, idea shares and even an accountability partner to connect with them."

Tasha Johnson

Agency Owner

"IAO keeps our team motivated and focused when we listen to the Morning Huddles. The training available is an excellent resource that can be access at your convenience. Very much worth the dollars spent!"

Tammy Luechtefeld

Agency Owner

"Scott provides a ton of value in his Morning Huddle videos, his Mastermind Training Videos, and his Agent Toolbox. I have leaned on him for business advice on multiple occasions and have found him to be wise with his council and generous with his time. Thanks for all you do for insurance agents, Scott!"

Branton Wiseman

Agency Owner

"A great resource for agents of any level. Whether you need to learn or brush up on the basics, the content that Scott provides is top-notch. The Toolbox offers lots of content to help run my office and there are plenty of videos to share with my team. I highly recommend IAO!"

Ken Grossman

Agency Owner

"I highly recommend Scott Grates and his training programs! The daily accountability videos are short, inspiring and move you to action to improve yourself and your insurance agency every day. Great materials for just you, to share with the team, and talk with Agent peers to help us all get better. Thank you!"

Michelle Raber

Agency Owner

Ready to Simplify Your Agency? Try Masterminds FREE for 14 Days...

Activate Your Trial for Instant Access to:

  • Agency Optimization Training Videos to dive into every aspect of your Agency and how to improve, at your own pace!

  • A library of +25 templates, guides and Agency playbooks (and growing every month)

  • Timely and tactical daily coaching videos (Morning Huddles) delivered to your inbox for your Team to watch together or on their own time

  • Over 40 Agent Hot Seat interviews to hear what top producers around the country are doing to succeed.

  • A supportive community of hundreds of Agency Owners to answer any and all of your questions

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