MASTERMINDS MEMBERSHIPS
Done-For-You Team Meetings + Win the Day Team Goal Tracker
Whether you're a new agency owner looking for a place to start or an MOA ready to level-up your operations, IAO has the insurance sales training you need.
Step-By-Step Playbooks
Up-To-Date Trainings
Your Questions Answered
Win the Day Team Goal Tracker
Available with any Masterminds membership.
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.
Quick.
This tool takes only 2 minutes at the end of each day. Team members share their goals, progress and/or goal achievements, goals for the following day, and any foreseen obstacles in meeting the goals.
Effective.
That evening, the results of each team member's day are compiled and emailed to the agent and the team members. Start your morning by reviewing your team's recap and see if they 'won their day.'
Powerful.
Connect with team members on issues they're facing while trying to meet their goals, empower them by celebrating successes and help them set goals that develop productivity and accountability
Personal.
Upgrade your services or join Elite Masterminds to receive the added benefit of an IAO Agency Concierge who reviews your team member's results and consults with you on additional training and support needs.
Meet Our Team
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.
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
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
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.
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
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.
Never skip a Team Meeting again.
Every day we deliver new content to use in your daily staff meetings.
Some of our favorite trainings include:
Will You End it Strong?
The 2-Minute Life Conversation
Focus on Primary Objections
Try Masterminds Starter Free For 14 Days
...or jump right into Pro and get instant access to
the most comprehensive insurance sales training platform in the industry!
Essentials
$97
Daily Team Meetings
Per Month
Daily Team Training Videos
Agency Training Videos, Templates, Guides, Word Tracks, Playbooks & Interviews
Referrals Done Right System
Win the Day Team Goal Tracker Software
Pro
Top-level Team Member Training
$397
Per Month
Everything in Essentials
On-Demand Product-Specific Bootcamps
Team Member Training Camp - On-Demand and Small Group Coaching Available
First 4 Weeks New Team Member Training - On-Demand and Small Group Coaching Available
Weekly Training Video & Practice Session Video - Full Agency Access
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
Frequently Asked Questions
Here are a few answers to our most common questions
Deciding can be tricky, but we're here for you.
If you think this might be something that could work for your team, join our Essentials program at no cost for 14 days. You'll get all the basics and a peek at our Masterminds Dashboard.
Once you're in, we encourage you to view our demo video and walk through all our programs to help you decide which is the best fit for your Agency.
Absolutely.
Your best bet is our Masterminds Pro membership which includes unlimited agency access to both programs.
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.
Masterminds Starter is no cost for 14 days, then $67/mth. Done-For-You Team Meetings for less than the price of a coffee.
Masterminds Pro is $397/mth and includes unlimited access to all of our most popular trainings, live practice sessions and sales contests. 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.
Masterminds Starter takes daily team meetings off your plate and offers resources to help optimize your agency. We have a large library and you have full access to our training videos. The amount of time you spend learning and growing is up to you.
Masterminds Pro involves a little more agency owner involvement, but not much. We're here to train your team members and you're always welcome to join in on 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.
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.
As long as you're a Mastermind! We aim 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.
Nope. And we never will. 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 onboard 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.
Did we miss your question? Send us an email and we will get back to you asap.
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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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