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Insurance Agency Optimization - Team Member Training & Accountability
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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

Start Free Trial

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

Join Today

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

  • Win the Day Team Goal Tracker System

  • Referrals Done Right Program

Start Free Trial

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

  • Win the Day Team Goal Tracker System

  • Referrals Done Right Program

Join Today

Got questions?

What level of Masterminds should I enroll in?

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!

How do I enroll my team in the 6-Week Team Member Training Camp or First 4 Weeks?

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.

What is the investment?

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.

Is this a fully virtual program?

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.

Am I able to change Mastermind levels?

Absolutely. There is a form on the Masterminds Dashboard to let our team know. 

Do I have to share my login information with each team member?

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.

What is the time commitment?

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.

Do you have a contract?

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.

Demo an easier way to train.

See a hands-on demo to see how IAO stacks up against other training programs. 

 

No purchase necessary. No obligation. Just a glimpse behind the curtain of the most comprehensive training platform in the industry.

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Training & Programs

Team Member Training CampNew Team Member OnboardingLife Sales BootcampLive Interviews

Resources

Free ResourcesMonthly NewsletterAgency Templates & GuidesAgency Optimization Book

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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.

© Copyrights by Agency Optimization LLC. All Rights Reserved.

Looking for a simpler way to meet your agency goals?

Watch as Scott Grates walks you through the exact tools top producers use to stay on top of daily agency tasks, fill their referral funnels, and develop teams that consistently exceed goals.


No obligations—just a quick glimpse into the industry’s most complete training platform.

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