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.
Workshops & Trainings
Playbooks
Agency Toolbox
Programs & Trainings
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.
Just $297
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
LIVE PRACTICE INSURANCE SESSIONS
For Team Members
Perfect your craft during our LIVE practice sessions designed to get any sales professional at the top of their game, no matter the conversation.
Replays Available for Pro and Elite Members
6-WEEK TEAM MEMBER TRAINING CAMP
For Team Members
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.
Just $997
Available for Masterminds
AGENT HOT SEAT INTERVIEWS
For Agency Owners
Agent Hot Seat Interviews are one of our greatest avenues for sharing strategies and insights that are working RIGHT NOW with Agencies across the country.
No Cost
Replays Available for Masterminds
AGENCY PROFITABILITY COACHING
For Agency Owners
Following the Profit First mantra, our certified coach will get your finances on track while holding you accountable.
Just $300
Available for Masterminds Elite
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.
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.
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.
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