Elite Team Member Training and Accountability

MASTERMINDS ELITE

The Industry's Premier Team Member Training & Accountability Program

If you're ready for an army of top producers and business professionals to train your team members & hold them accountable to their goals - apply today!

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Trusted by 1,000+ Insurance Agency Professionals

HOW IT WORKS

An Army For Your Agency

We train your team, and hold them accountable for their goals, so you don't have to.

Assess New Team Members

Use your Agency Concierge as a consultant. Share your CTS results and we'll evaluate and we'll complete a review of the candidate.

New Team Member Training

Once hired, we'll use the First 4 Weeks New Team Member Training to help you get your new hire up to speed at your agency.

Veteran Team Member Training

Unlimited enrollment into our industry's premier 6-Week Team Member Training Camp. Graduates may re-take any lesson at any time.

Weekly Role-Play Training

Unlimited entry into our weekly Live Practice Sessions to work on word tracks for any conversation that could arise. Includes live coaching.

Accountability Partner

Using results from our Win the Day Survey and FrontRunner, your Agency Concierge keeps your team on track. We provide daily pump ups or opportunities for extra coaching, and check in when a team member loses focus.

Daily Leaderboards

Each morning your team will receive a newsletter highlighting team member wins, upcoming trainings, and the previous day's rankings against other Elite team members. Rankings are determined by FrontRunner data.

Done-for-You Contests

Light a fire under your team as they compete with other Elite team members to win cash prizes. These fun, but profitable, contests will boost your agency's production in alignment with company promotions.

Done-for-You Team Meetings

Each morning, one of our Elite coaches helps get you and your team in the proper mindset to Win the Day with quick lessons and calls to take action. Our daily Morning Huddles aren't available anywhere else!

Every agency at the top of their game has a support team... why don't you?

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An Army For Your Agency.

The investment to enroll is just $697 per month.

Schedule a Demo

Expert Coaches & Accountability Partners

Co-Founder & Training Director

Scott Grates

Recognized as a Top 5% producer nationally in three different industries over the past 25+ years, Scott takes his expertise in sales to drive the trainings offered at IAO.

Coach & Trainer

Necole Carpenter

Necole's 20+ years of sales experience brings a unique, outside perspective on agency operations and sales team training. Reinforced by her Sales Coach Certification, Necole leverages her holistic view to develop unique and challenging training experiences.

Agent Coach

Brent Hershey

Starting as a hybrid agent, Brent has qualified for Honor Club and Travel every year since 2014 and opened his MOA location in 2022. Brent is passionate about the phrase, "Just Ask."

Agent Coach

Kim Benton

Prior to opening her successful agency in 2015, Kim spent five 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.

Agent Coach

Jennifer Jacobs

Starting as a new market agent in 2015, Jennifer has garnered a distinguished list of honors, including Ambassador Club, Chairman's Circle, and President's Club. Her commitment to excellence extends beyond insurance as a devoted community member and a source of support to many that know her.

Agent Coach

James Parker

James spent 18 years working in education after earning his doctorate in educational leadership. he opened his insurance agency in 2016, and proudly serves the Norman, OK area. He has a passion for lifelong learning and developing those around him.

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.

Agency Concierge

Katie Maneen

The heart of the Elite Accountability Program, Katie has a knack for seeing the best in team members and rooting them on to success.

Questions? We Have Answers.

The investment to enroll is just $697 per month.

Schedule a Demo

Unlike Any Other Program You’ve Experienced Before

Elite is NOT another course. Yes, there is content and training, but at its heart, this is an Agency Growth Management program where we will force you and your Team Members to reach YOUR finish line.

Elite is NOT one size fits all. We’ll start by building a custom plan for your Agency priorities and then help you work through your road blocks to accomplish YOUR stated goals.

Elite is NOT another hack or tactic. Yes, we will give you access to dozens of playbooks and tactics, but the goal of this program is to create a well-oiled machine, not make you figure it out on your own.

An Investment In Growth

Typically, programs with this level of access and 1-on-1 support come with a steep price tag attached…

Just for comparison, how many different bills are you paying each month to get half of the services we’re providing?

Most agencies pay staff to track team members' numbers for $2500/mth (we cover that), have a Profit First coach for $600/mth (add that on for half the price), have a bookkeeper for $1,000/mth (yup, included with your Profit First membership), and have their own Masterminds Pro membership ($397/mth).

We give you 14 professionals working on your Agency for $4.14 per hour.

There is literally nothing comparable to this program.

And again, this is NOT just another workshop or training course. This is a hands-on program to manage your agency.

This is unlike anything you have ever tried in the past, which is why it will work better than anything you have ever tried in the past.

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Masterminds Elite Makes an Impact

"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

"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

Agent

"Insurance Agency Optimization has been a perfect fit for my agency. Scott and his team deliver great content with high integrity. The morning huddles help us with our mindset and focus for the day. The Team Member Training Camp has helped me get my newest employees up to speed faster than ever before. Keep up the good work!"

Brad Maier

Agent

Get Started Today

The investment to enroll is just $697 per month.

Schedule a Demo

Frequently Asked Questions

Here are a few answers to our most common questions

Who should apply?

Any agency owner looking to efficiently grow their book, increase revenue, enjoy more personal time and maximize their profits.

What is the investment?

$697/mth for 12 months.

To hire the army we're providing individually, you would spend more than $697/mth.

We provide you with ALL of that PLUS weekly live role-plays, daily trainings, access to premier Team Member trainings, an Accountability Partner AND access to 6 agency coaches plus more... all for this one low monthly investment.

We PROMISE that if you take advantage of everything the Elite membership offers, you'll quickly discover this is the BEST investment you can make in your agency.

What is the time commitment?

It's up to you. This can be a completely "done for you" structure where you spend as little as 30 minutes a week, or if you want to be a part of the trainings you could spend 4-5 hours a week on the material.

Ultimately, we just require you to be responsive to the few things we ask you for along the way. The goal is to create more time for you, not take it from you.

Is this a fully remote program?

Yes. All of our trainings are completely virtual. We combine self-paced video trainings, 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.

How long will I have access to the community?

As long as you'd like! Our mission is to deliver 10x the value to our members and we want to do that FOREVER. Our Mastermind Members aren't just "customers," they are "PASSIONATE FANS!" Why? Because everything we offer WORKS and it works at a high level if you take action on it all. So, do that! Take action and stay as long as you'd like.

Did we miss your question? Send us an email and we will get back to you asap.

Stop Waiting. Take Action. No Risk.

The investment to enroll is just $697 per month.

Schedue a Demo

Training & Programs

Team Member Training Camp New Team Member Onboarding Life Sales Bootcamp Live Interviews

Resources

Free Resources Monthly Newsletter Agency Templates & Guides Agency Optimization Book

Legal & Info

Contact Support System Status Privacy Policy Terms & Conditions

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.

Who should apply?

What is the investment?

What is the time commitment?

Is this a fully remote program?

How long will I have access to the community?

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