Your Team Is Your Biggest Asset.
Train Them With Masterminds Pro.
As a Masterminds Pro Member You'll Get Instant Access to the Checklists, Templates, Trainings and Community included in the Mastermind Program, PLUS the Personalized Training & Coaching Your Team Needs.
Ready to Empower Your Team Members? Here's What You Get in The Program.
Masterminds Starter Benefits...
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
Unlimited Team Member access to the IAO dashboard and all its resources.
NEW! Access to our Win the Day Goal Tracker to help Agents & Team Members quickly and easily track goals.
PLUS - Masterminds Pro Benefits...
First 4 Weeks New Team Member Training is an on-demand training for brand new Agency Team Members, providing an hour-by-hour road map for their first four weeks. Includes built-in action pieces and weekly assessments. ($297 value)
Unlimited Access to the 6-Week Team Member Training Camp where you can register any Team Member for any session for this high-intensity training and coaching focusing on long-term success habits and accountability. ($997 value)
Perfect your Team's delivery with Live Practice Sessions that dive into a new theme every week, so your Team is prepared for ANY conversation. ($148/mth value)
Daily Coaching
Training Library
Agency Resources
Community
BENEFITS OF MEMBERSHIP
Coaching & Training for Any Team Member
From Day One, Masterminds Pro steps into your Agency and trains your Team Members for success. As Agency Owners, our number one expense is our team. These training and coaching programs set them up to rock your Agency while focusing on long-term success habits and accountability.
FIRST FOUR WEEKS
ON-DEMAND TRAINING
For Team Members
You've made a new hire! Now get them on the right path from the start. This training starts when your new hire first walks through the door and provides an hour-by-hour road map for their first four weeks. Includes built-in action pieces and weekly assessments.
Retail Price: $297
Included with Membership
6-WEEK TEAM MEMBER TRAINING CAMP
For Team Members
As agency owners, our number one expense is our team. Set them up to thrive at your agency with six weeks of high-intensity training and coaching focusing on long-term success habits and accountability.
Retail Price: $997
Included with Membership
LIVE PRACTICE INSURANCE SESSIONS
For Team Members
Perfect your craft during our LIVE practice sessions designed to get any sales professional at the top of their game, no matter the conversation.
Retail Price: $37/person/session
Included with 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
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
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
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
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!
Ready to Empower Your Team Members? Here's What You Get in The Program.
Masterminds Starter Benefits...
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
Unlimited Team Member access to the IAO dashboard and all its resources.
NEW! Access to our Win the Day Goal Tracker to help Agents & Team Members quickly and easily track goals.
PLUS - Masterminds Pro Benefits...
First 4 Weeks New Team Member Training is an on-demand training for brand new Agency Team Members, providing an hour-by-hour road map for their first four weeks. Includes built-in action pieces and weekly assessments. ($297 value)
Unlimited Access to the 6-Week Team Member Training Camp where you can register any Team Member for any session for this high-intensity training and coaching focusing on long-term success habits and accountability. ($997 value)
Perfect your Team's delivery with Live Practice Sessions that dive into a new theme every week, so your Team is prepared for ANY conversation. ($148/mth value)
INTRODUCING THE 'CIRCLE OF LEGENDS'
IAO is bringing together the very best Team Members from Coast to Coast to learn, share and grow together.
Who will be the next Legend?
The most impactful learning comes from peers. We've taken that concept and united top producers who excel when surrounded by like-minded individuals, also driven by continuous improvement.
Access requires commitment
Team Members must complete our 6-Week Team Member Training Camp and hit specific metrics around production goals, weekly accountability, willingness to practice, and helping others.
How to keep their status
Once in, we consult with you, the Agency Owner, to set specific goals for your Team Member. To maintain their membership they must consistently reach these goals.
Exclusive next-level training
The Circle of Legends will come together monthly for special, higher-level training with a specific monthly theme. We'll challenge the Legends with benchmarks to strive for throughout the month and we'll have them share their results. Along the way, they will take turns stepping up to demonstrate their skills during our weekly practice calls. All the while, they are networking with others who are consistently getting things done at a high level.
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!
Hold Your Team Accountable
Not only do we offer initial training in their First 4 Weeks, but we follow up with a six week program that stays with the participants to ensure they continuously implement what they've learned.
See why I'm so excited about the Masterminds Pro membership...
Success Habits
for our most valuable assets
Nothing costs us more money and takes up more of our time than training and developing Team Members. Our training programs introduce them to everything they'll need to know about selling multiple lines of insurance at a high level.
Consistency
daily lessons and action items
Every single weekday of Team Member Training Camp, participants receive an email asking Team Members to TAKE ACTION on that day's lesson. It may be reading, video, word tracks, role playing or trying something new live at the agency.
Competition
setting and achieving goals
Each Team Member will clearly state their goals during Week 1 of Team Member Training Camp and, for the following 6 weeks, results are tracked as they strive to earn their place in the "Circle of Legends."
Accountability
every. single. day.
Team Members are asked to complete checkpoint surveys each week reporting what they learned, accomplished and produced - and where they need more help! They can follow up the training programs with weekly Practice Sessions.
Prizes
for the very best
We've put thousands of dollars in gift cards on the line for those who participate the most and achieve the goals they set for themselves throughout the Team Member Training Camp.
Live Training
weekly touchpoints
Every week of Team Member Training Camp we hold a live training call to review, answer questions, hear from other Agents and ensure everyone is getting exactly what they need to succeed. Bonus - weekly Live Practice Sessions.
Role Plays
to practice and prepare
Each week at Team Member Training Camp, Team Members participate in recorded role plays to practice what they've been learning and prepare for real sales situations. After they graduate, they continue this with our weekly Live Practice Sessions.
Playbook
a personal reference tool
Throughout all the programs, each Team Member will record their scripts, hot lists, agency documents and favorite training videos in their own Personal Playbook. The Agents receive their own Playbook for the First 4 Weeks.
WHAT IS THE
First 4 Weeks New Team Member Training
Our four-week online training that steps into your office and trains your newest Team Members from Day One.
This training starts when your new hire first walks through the door and provides an hour-by-hour road map for their first four weeks. Using our online portal, and with the help of our First 4 Weeks Playbook, your new hire will experience 20 days of training, built-in action pieces and weekly assessments.
WHAT IS THE
Team Member Training Camp
A 6-week high-intensity training and coaching program focusing on long-term success habits and accountability. Your Team Members have unlimited access to the program and can join in any session. Sessions start the first Monday of every other month and last for six weeks. They include live training, role plays and an exclusive Team Member Training Camp Facebook Group.
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 Empower Your Team Members? Here's What You Get in The Program.
Masterminds Starter Benefits...
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
Unlimited Team Member access to the IAO dashboard and all its resources.
NEW! Access to our Win the Day Goal Tracker to help Agents & Team Members quickly and easily track goals.
PLUS - Masterminds Pro Benefits...
First 4 Weeks New Team Member Training is an on-demand training for brand new Agency Team Members, providing an hour-by-hour road map for their first four weeks. Includes built-in action pieces and weekly assessments. ($297 value)
Unlimited Access to the 6-Week Team Member Training Camp where you can register any Team Member for any session for this high-intensity training and coaching focusing on long-term success habits and accountability. ($997 value)
Perfect your Team's delivery with Live Practice Sessions that dive into a new theme every week, so your Team is prepared for ANY conversation. ($148/mth value)
Legal & Info
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.