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.

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. ($397 value)

  • Unlimited Access to the 8-Week Rock Star Team Member Training where you can register any Team Member for any session for a high-intensity training and coaching focusing on long-term success habits and accountability. ($997 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: $397

Included with Membership

8-WEEK ROCK STAR TEAM MEMBER TRAINING

For Team Members

As agency owners, our number one expense is our team. Set them up to rock your agency with 8 weeks of high-intensity training and coaching focusing on long-term success habits and accountability.

Retail Price: $997

Exclusively for Masterminds Pro

Included with Membership

LIVE PRACTICE INSURANCE SESSIONS

For Team Members

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.

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. ($397 value)

  • Unlimited Access to the 8-Week Rock Star Team Member Training where you can register any Team Member for any session for a high-intensity training and coaching focusing on long-term success habits and accountability. ($997 value)

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 an 8-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 the Rock Star Team Member Training, 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 the Rock Star Team Member Training and, for the following 8 weeks, we track their results as they string for "Rock Star Hall of Fame" status.

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 Rock Star Team Member Training.

Live Training

weekly touchpoints

Every week of the Rock Star Team Member Training we jump on 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 of the Rock Star Team Member Training, Team Members are put through 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

Rock Star Team Member Training


An 8-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 each month and last for 8 weeks. They include live training, role plays and an exclusive RSTMT 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.

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. ($397 value)

  • Unlimited Access to the 8-Week Rock Star Team Member Training where you can register any Team Member for any session for a high-intensity training and coaching focusing on long-term success habits and accountability. ($997 value)

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