Memberships for every agency.
Designed to compliment any agency, no matter their preferred training platform.
Agency Essentials
$97/mo
Daily Team Meeting (Morning Huddles)
Win the Day Team Goal Tracker System
Referrals Done Right Program
Daily Agency Task Reminders
Agency Training Videos, Templates, Guides, & Word Tracks
RECOMMENDED
Pro Team Training
$397/mo
Everything in Essentials
Team Member Training Camp
First 4 Weeks New Team Member Training
Weekly Coaching & Training Videos
Product-Specific Bootcamps & Workshops
Small Group Coaching
Compare membership features.
Essentials
$97/mo
Optimize
Full Agency Access to Mastermind Dashboard
Daily Agency Task Reminders
Agency Training Videos, Templates, Guides, & Word Tracks
Help Desk Support
Train
Daily Team Meeting Videos
Two Weekly Training Videos
First 4 Weeks New Team Member Training
Team Member Training Camp
Product-Specific Bootcamps & Workshops
Small Group Coaching
Direct Access to Coaches for Questions
Grow
Pro
$397/mo
Full Agency Access to Mastermind Dashboard
Daily Agency Task Reminders
Agency Training Videos, Templates, Guides, & Word Tracks
Help Desk Support
Daily Team Meeting Videos
Two Weekly Training Videos
First 4 Weeks New Team Member Training
Team Member Training Camp
Product-Specific Bootcamps & Workshops
Small Group Coaching
Direct Access to Coaches for Questions
Got questions?
Deciding can be tricky, but we're here for you.
If you think this would 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 explore the Masterminds Dashboard. Our Pro Membership is loaded with additional training opportunities and may be a good fit for your agency!
Our team training programs are only available at the Pro 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, weekly video trainings, small group coaching and product-specific bootcamps. This is for the agency ready to get their team on top.
Yes. All of our trainings are completely virtual. We combine self-paced video trainings, live Zoom calls, group e-mails, 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 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.
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 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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