Featured Training Programs
These hyper-focused training programs help your Team Members stay on top of the latest sales strategies & tactics.
Unlimited Access with Pro & Elite 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 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 or Elite graduates can jump onto any calls to freshen their skills.
WEEKLY COACH-LED LIVE PRACTICE SESSIONS
Join our Coaches every Thursday afternoon as they share their best scripts and word-tracks. Each week has a product or service focus and Team Members are encouraged to participate and receive immediate feedback from the best in the business.
On-Demand Trainings
Designed for busy Team Members! These trainings are available at any time and can be worked into even the busiest schedules.
Available with a Masterminds Membership or a la carte.
LIFE SALES BOOTCAMP
[5 DAY ON-DEMAND]
For Team Members
In this one-week, 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.
Just $279
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.
GOALS & PLANNING 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. Start here.
Just $97
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.
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.
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.
AGENCY STAFFING FLOWCHART
For Agency Owners
Eliminate confusion over positions and responsibilities within 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.
Build a Team of Rock Star Producers.
Team Member Training & Accountability for Agencies ready to grow.
Whether you're a new Agency Owner just starting out or an MOA ready to level-up your operations, Insurance Agency Optimization has everything you and your Team Members need.
Legal & Info
These training programs were not developed by State Farm and are not owned or endorsed by State Farm. The views presented are those of Insurance Agency Optimization only.
© Copyrights by Agency Optimization LLC. All Rights Reserved.