Featured Training Programs
These hyper-focused training programs help your team members stay on top of the latest sales strategies & tactics.
24/7 On-Demand Access with Pro Mastermind Memberships.
FIRST FOUR WEEKS
ON-DEMAND TRAINING
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.
6-WEEK ON-DEMAND TEAM MEMBER TRAINING CAMP
Our number one expense is our team. Set them up to rock your agency with 6 weeks of high-intensity training and coaching focusing on long-term success habits and accountability. The course may be taken multiple times and Pro graduates can jump onto any calls to freshen their skills.
WEEKLY TRAINING VIDEOS
FOR TEAM MEMBERS
Perfect your craft with two weekly training videos designed to get any sales professional at the top of their game. Coaches and team members share their best scrips and word-tracks. Each week has a product or service focus. New videos released each Tuesday & Thursday to Pro members.
On-Demand Trainings
Designed for busy team members! These trainings are available at any time and can be worked into even the busiest schedules.
LIFE SALES BOOTCAMP
For Team Members
In this on-demand training, we deliver tactics, formulas and scripts to take daily action that will move the needle on Life production. Participants will identify their target goal and track progress throughout the week on their personal tracker.
AUTO BOOTCAMP
For Team Members
Ever wished for a blueprint to increase your agency's Auto production? Our top producers compiled their knowledge into a series to help your team build momentum and long-lasting habits that get them through the biggest door in the house: the garage.
OBJECTIONS BOOTCAMP
For Team Members
In our world, objections aren't roadblocks - they're opportunities to shine as Risk Advisors, guiding prospects toward understanding our services better. Give your team members the power to confidently welcome objections.
HEALTH SALES WORKSHOP
For Team Members
Discover how selling Health can be effortless and natural with our on-demand "To Your Health (Sales)" workshop.
REFERRALS BOOTCAMP
For Team Members
This on-demand training dives into the "referral mindset" with actionable strategy that will change the trajectory of your agency's referrals stream.
AGENCY GOALS WORKSHOP
For Agency Owners
Setting goals is part of the blueprint for running a successful business. But if we're honest, it can seem ambiguous and even complicated. Where do you start?
Here. Now.
REAL TALK WORKSHOP
For Agency Owners
This on-demand training delivers the conversational strategies needed to navigate rate-increase conversations and close with confidence. It's the positive dialogue you need to thrive in today's tough environment.
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.
Included in all Mastermind Memberships.
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.
Included in all Mastermind Memberships.
AGENCY HIRING PLAYBOOK
For Agency Owners
A complete guide to recruiting, hiring and onboarding new sales team members at your insurance agency.
Included in all Mastermind Memberships.
WIN EVERY DAY PLAYBOOK
For Team Members
Supercharge your producers with a step-by-step guide to getting more sales and winning EVERY day.
Included in all Mastermind Memberships.
Agency Toolbox
Our 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.' Available with any Masterminds Membership.
LIFE INSURANCE
OBJECTION SCRIPTS
For Team Members
11 of the most common objections and the exact words and phrases to overcome each one.
P&C INSURANCE
OBJECTION SCRIPTS
For Team Members
20 of the most common objections and the exact words and phrases to overcome each one.
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.
AGENCY PROMOTION GUIDELINES TEMPLATE
For Agency Owners
Set clear, simple expectations and motivate your Team Members to earn their promotions.
TEAM MEMBER REVIEW WORKSHEET
For Agency Owners
Assess your new hire on the most important, measurable skills needed for success at your Agency.
AGENCY AUDIT
CHECKLIST
For Agency Owners
Review the current structure and processes in your agency, identify focus areas for improvement and implement tactics that will streamline your agency operations.
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.
AGENCY BUSINESS PLAN
For Agency Owners
No successful Agency operates without a plan. Start the new year in check with a smart and deliberate roadmap.
HOT CONTACTS LIST BUILDING
For Team Members
Easily create a list of over 135 quality candidates to fill your prospecting pipeline and quickly reach Agency goals.
NEW CUSTOMER SATISFACTION SURVEY
For Agency Owners
Gain 80-100 additional referrals every month with this done-for-you survey designed to capture leads from your new customer.
GUIDE TO CREATING YOUR VALUE STATEMENT
For Agency Owners
Develop a 30-second 'elevator pitch' that clearly encompasses the vision you have for your Agency.
SECRET SHOPPER WORKSHEET
For Team Members
A powerful exercise to discover where your competition has set the bar so you can create a more unique environment and earn more business.
TEAM MEMBER SURVEY
For Agency Owners
A happy Team is a productive Team. Do you know what your Team Members really think about working at your Agency? This information is uber valuable to your success. Find out today.
SALES TEAM DAILY ACTION PLAN
For Team Members
Insurance sales is a numbers game. Track measurable actions needed to improve sales and efficiency.
AGENCY STAFFING FLOWCHART
For Agency Owners
Eliminate confusion over positions and responsibilities within your Agency.
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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