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 Without Asking Program
Daily Social Post Content
Daily Agency Task Reminders
Agency Training Videos, Templates, Guides, & Word Tracks
Supportive Social Community
RECOMMENDED
Pro Team Training
$397/mo
Everything in Essentials
Team Member Training Camp
First 4 Weeks New Team Member Training
Weekly Live Coaching Calls
Product-Specific Bootcamps & Workshops
TOP-TIER MEMBERSHIP
Elite Accountability
$697/mo
Everything in Pro
Dedicated Agency Coach Available as Needed
Agency Concierge for Consulting & Team Member Accountability
Compare membership features.
Essentials
$97/mo
Optimize
Full Agency Access to Mastermind Dashboard
Daily Social Post Content
Daily Agency Task Reminders
Agency Training Videos, Templates, Guides, & Word Tracks
Supportive Social Community
Help Desk Support
Live Agency Conceirge
Train
Daily Team Meeting Videos
Live Coaching Calls
First 4 Weeks New Team Member Training
Team Member Training Camp
Product-Specific Bootcamps & Workshops
Grow
Win the Day Team Goal Tracker System
Referrals Without Asking Program
Team Member Accountability Partner
Dedicated Agency Coach
Weekly Team Member Leaderboards
Pro
$397/mo
Full Agency Access to Mastermind Dashboard
Daily Social Post Content
Daily Agency Task Reminders
Agency Training Videos, Templates, Guides, & Word Tracks
Supportive Social Community
Help Desk Support
Live Agency Conceirge
Daily Team Meeting Videos
Live Coaching Calls
First 4 Weeks New Team Member Training
Team Member Training Camp
Product-Specific Bootcamps & Workshops
Win the Day Team Goal Tracker System
Referrals Without Asking Program
Team Member Accountability Partner
Dedicated Agency Coach
Weekly Team Member Leaderboards
Elite
$697/mo
Full Agency Access to Mastermind Dashboard
Daily Social Post Content
Daily Agency Task Reminders
Agency Training Videos, Templates, Guides, & Word Tracks
Supportive Social Community
Help Desk Support
Live Agency Conceirge
Daily Team Meeting Videos
Live Coaching Calls
First 4 Weeks New Team Member Training
Team Member Training Camp
Product-Specific Bootcamps & Workshops
Win the Day Team Goal Tracker System
Referrals Without Asking Program
Team Member Accountability Partner
Dedicated Agency Coach
Weekly Team Member Leaderboards
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 schedule a call with our Member Benefits Specialist. She's here to explain every detail of our programs to help you choose the best membership level to meet the needs of your agency. Don't worry, we'll prompt you to set up that call!
Our team training programs are only available at the Pro and Elite 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, live practice sessions and product-specific bootcamps. 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.
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.
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.
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.
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 & Elite 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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