Trainings & Resources for Agency Growth

Stop recreating the wheel. Come here first.

Trainings & Resources for Agency Growth

Stop recreating the wheel. Come here first.

Trainings & Resources

for Agency Growth

Stop recreating the wheel. Come here first.

Playbooks

Agency Toolbox

These hyper-focused workshops and trainings help you and your team stay ahead of the competition and make sales. Inside each of these groundbreaking trainings, you'll find the tools, techniques, and templates you need to take action TODAY to grow your Agency... without the headache of figuring it out all by yourself.

FIRST FOUR WEEKS

ON-DEMAND TRAINING

For Team Members

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.

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.

Just $495

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.

Just $27

For Team Members

For Team Members

For Agency Owners

For Agency Owners

Playbooks

Playbooks are basically "checklists on steroids" that walk you through the step-by-step execution of proven sales tactics, growth strategies, and carefully crafted Agency optimization techniques. These are the same strategies and tactics top-level Agency Owners use to see success day after day, and year after year.

AGENCY HIRING PLAYBOOK

For Agency Owners

A complete guide to recruiting, hiring and onboarding new sales team members at your insurance agency.

Just $27

WIN EVERY DAY PLAYBOOK

For Team Members

Supercharge your producers with a step-by-step guide to getting more sales and winning EVERY day.

Just $27

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.'

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.

SALES TEAM DAILY ACTION PLAN

For Team Members

Insurance sales is a numbers game. Track measurable actions needed to improve sales and efficiency.

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

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.

For Agency Owners

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