Success in Simplicity
Programs designed to streamline agency tasks, train team members for any conversation and surpass agency goals.
OPTIMIZE
Daily Agency Reminders
Ever feel like you're forgetting something? Agency life can get hectic, and our goal is to ease the load.
Receive daily email reminders for essential agency tasks, from pipeline reviews to daily reports, conveniently delivered to your inbox every morning.
OPTIMIZE
Social Media Posts
As an agency owner, you know the importance of posting on social media. But do you do it every day?
We deliver a strategic mix of product-specific and engagement posts for each business day. Easily copy/paste them from your Masterminds Dashboard or use them as inspiration for your own unique message.
OPTIMIZE
Systems & Processes
Our 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 stop 'recreating the wheel.'
Agent Guides. From team member promotions to a 12-Week Year planning guide, this section is loaded with agency operations templates to make your day easier.
Lead Generation. Your phones won't stop ringing when your team incorporates the Hot 100 Contacts guides.
Sales Conversations. Increase production with the IAO 10-Step Sales Process, Life and P&C Objection Scripts, the Triangle of Protection and many more scripts and guides.
Agency Hiring Playbook. We won't do it for you, but we'll show you how to find the right candidates for your agency with a 10-step hiring process and training tips.
Onboarding & Referrals. Optimize your customer's experience with the Customer Onboarding Checklist, Customer Satisfaction Survey and the Warm Referral Template.
Team Member Productivity. Help your team stay the course with a Daily Time Blocking Planner, Action Plan and Team Member Business Plan.
TRAIN
Training programs for every team member.
DONE-FOR-YOU
TEAM MEETINGS
Each morning, a top-producing agent coach gets you and your team motivated to win the day with quick, action-packed lessons. Our daily Morning Huddles aren't available anywhere else!
WEEKLY LIVE TRAINING CALLS
Join the IAO coaches every Tuesday and Thursday at 2 pm EST for best practices, scripts, and roleplay on topics relevant and timely for today's agency teams. With peer-to-peer interaction and immediate coach feedback, these sessions deliver tips and ideas your team will put to use in real time.
NEW TEAM MEMBER TRAINING
You've made a new hire! Now get them on the right path from the start. This training starts when your new hire walks through the door on day one and provides an hour-by-hour roadmap for their first four weeks. Includes built-in action pieces and weekly assessments.
TEAM MEMBER TRAINING FOR ALL
As agents, our #1 expense is our team. Set them up to excel at your agency with six weeks of high-intensity training and coaching focused on long-term success habits and accountability.
PRODUCT-SPECIFIC BOOTCAMPS
Gain skills, tools, and product knowledge your team needs to immediately drive results.
TEAM-FOCUSED COMMUNITY
Connect and learn with top team members beyond traditional training to grow and think outside the box.
GROW
Guide your team to success.
Available only through Insurance Agency Optimization, these one-of-a-kind programs are designed to fill your team's pipeline and ensure their commitment to achieving agency goals.
'Win the Day' Team Goal Tracking
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.
Accountability Partner
Using results from our Win the Day Team Goal Tracker and FrontRunner, your Agency Concierge keeps your team on track. We provide daily rallies and opportunities for extra coaching, and check in when a team member loses focus.
'Referrals Done Right'
Implement a truly effective system to build your referral network and develop a flow of referrals without having to ask for them. You'll receive daily prompts instructing which key community relationships to connect with, ensuring you stay on top of your networking game. Choose from a variety of connection options and receive guidance on what to say to make every interaction meaningful and productive.
Are you ready to optimize your agency?
Join hundreds of agencies already growing with IAO.
Got questions?
Deciding can be tricky, but we're here for you.
If you think this could be right for your team, join our Agency Essentials program at no cost for 14 days. You'll get all the essentials and a peek at our Masterminds Dashboard.
During your free trial of Agency Essentials, we encourage you to schedule a call with our Member Benefits Specialist. She's here to explain every detail of our programs to help you choose the best membership level to meet the needs of your agency. Don't worry, we'll prompt you to set up that call!
Our team training programs are only available at the Pro and Elite Masterminds membership levels. Enrollment for all trainings is on the Masterminds Dashboard and these on-demand trainings are available 24/7.
Agency Essentials is no cost for 14 days, then $97/mth.
Masterminds Pro is $397/mth and includes unlimited access to all of our most popular trainings, live practice sessions and product-specific bootcamps. This is for the agency ready to get their team on top.
Masterminds Elite is $697/mth and isn't for everyone. This level is very hands-on and includes your own Accountability Partner, who steps into your agency and holds your team accountable. We are currently accepting applications.
Yes. All of our trainings are virtual. We combine self-paced video training, live Zoom calls, group e-mails, private Facebook groups and individual calls to get you and your team everything you need with no travel costs.
Absolutely. There is a form on the Masterminds Dashboard to let our team know.
Nope! You will be prompted to submit your team members' names and email addresses. We will grant them access to the Mastermind Dashboard. You can revoke access at any time.
This access for your team is at no additional cost, and you may register as many team members as you like.
Agency Essentials takes daily team meetings off your place and offers resources to help optimize your agency. We encourage you to take advantage of our unique systems and library of training videos. The amount of time you spend learning and growing is up to you.
Masterminds Pro involves a little more agency owner time, but not much. We're here to train your team members, and you're always welcome to join in our live calls or even go through the programs yourself. However, it's not required, and you could spend 30 minutes or less each week if you choose.
Masterminds Elite is completely 'done-for-you' but we do require you to respond to the few things we ask along the way. We'll be working hand-in-hand with your team members to keep them accountable for their goals.
Our mission is to create more time for you, not take it from you.
No, and you may cancel at any time.
We're here to help agents. You need the freedom to do what's best for your agency. Once you utilize our programs, we're confident you'll stay far longer than if we forced you into a written agreement.
We do ask (and this is just an ask, not a policy) that Pro & Elite members commit to 4–6 months. It takes time to get your team on board with new programs. Winning is an every day thing, and we're all about small improvements every day compounding into big results.
We're not a magic bullet; we're a long-term investment in agency growth.
This insurance sales training was not developed by nor owned or endorsed by State Farm. The views presented are those of Insurance Agency Optimization only and are not intended to be used as a substitute for prospecting or customer interaction. Each representative of State Farm is personally responsible for acting according to the company’s sales philosophy and adhering to all compliance standards.
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