TEAM MEMBER TRAINING CAMP
Now Available On-Demand
6-Week High-Intensity Sales Training for Agency Team Members
Build a legendary team who identifies more prospects, earns more referrals and writes more business.
Step-By-Step Playbooks
Daily On-Demand Training
Live Practice Sessions
Training Preview
Steps 8 & 9 of the Million-Dollar Multi-Line Sales Process
In this video, Coach Scott helps team members understand the psychology behind reviewing previously accepted benefits and why objections are a GOOD thing.
Access the Best Team Member Training in the Industry
This on-demand training steps into your office and trains your entire team, focusing on long-term success habits and accountability. Using our online portal, playbook, weekly training calls, weekly practice sessions and expert coaching, your team will experience six weeks of training, built-in action pieces and accountability goals every single day.
Week 1: Foundational Statements
Participants will crush their first week by conquering mindset, goal setting, taking "imperfect action," turning service into sales opportunities (pivots), and foundational word track statements that will improve their success.
Week 2: Prospecting & Objections
Team members will learn tips, tricks and effective word tracks that make it impossible to fail while making prospecting calls. However, the key to prospecting is being prepared for, and ready to overcome, objections. Team members will learn the most common objections and how to conquer them with ease.
Week 3: Multi-line Sales Process
If your team members master this process, there will be no limit to their success in this industry. By utilizing professional selling skills, they will consistently help more people, in more ways, forever. Our ten-step sales process will take cost out of the equation and create more situations where prospects embrace the Total Protection Package.
Week 4: Onboarding & Referrals
Participants learn why a 100% onboarding process is necessary and how to turn their new customers into three new prospects by running our Rock Star Referral Process. Your agency will make the most of every interaction and see a significant shift in the quality of leads and production.
Week 5: Life & Health
Take entry-level conversations to the next level and dive deeper into a customer's need for Life & Health protection. Participants will learn to demonstrate four easy-to-understand illustrations their customers will love! This week alone will change the direction of your sgency and your Fast Start production.
Week 6: Everything Else
We wrap up the program by diving into each team member's passion, purpose, and legacy. They will learn why it's critical they embrace being the CEO of their desk and clarifying their role in your agency. Finally, each participant develops their own 12-week business plan to keep their momentum rolling after graduation.
Expert Coaches & Accountability Partners
Co-Founder & Training Director
Scott Grates
Recognized as a Top 5% producer nationally in three different industries over the past 25+ years, Scott takes his expertise in sales to drive the trainings offered at IAO.
Coach & Trainer
Necole Carpenter
Necole's 20+ years of sales experience brings a unique, outside perspective on agency operations and sales team training. Reinforced by her Sales Coach Certification, Necole leverages her holistic view to develop unique and challenging training experiences.
Agent Coach
Brent Hershey
Starting as a hybrid agent, Brent has qualified for Honor Club and Travel every year since 2014 and opened his MOA location in 2022. Brent is passionate about the phrase, "Just Ask."
Agent Coach
Kim Benton
Prior to opening her successful agency in 2015, Kim spent five years as a team member. Her experience on both sides of the agency gives her the ability to empathize with team members while challenging them to reach the next level.
Agent Coach
Jennifer Jacobs
Starting as a new market agent in 2015, Jennifer has garnered a distinguished list of honors, including Ambassador Club, Chairman's Circle, and President's Club. Her commitment to excellence extends beyond insurance as a devoted community member and a source of support to many that know her.
Agent Coach
James Parker
James spent 18 years working in education after earning his doctorate in educational leadership. he opened his insurance agency in 2016, and proudly serves the Norman, OK area. He has a passion for lifelong learning and developing those around him.
Agent Coach
Kira Schnell-Harrison
Bringing a fresh set of eyes to agency life, Kira comes from outside the industry and challenges those around her to think 'outside the box' on ways to achieve goals and drive results.
Agency Concierge
Katie Maneen
The heart of the Elite Accountability Program, Katie has a knack for seeing the best in team members and rooting them on to success.
Frequently Asked Questions
Here are a few answers to our most common questions
Both! It's for those willing to soak up knowledge and those willing to take action. We recommend brand new team members starting with our First 4 Weeks Training, but the Team Member Training Camp is relevant for team members of any experience level.
This program includes a 60-minute kick-off video and a one-hour bonus training video each week. We encourage participants to join in the Tuesday and Thursday live training calls, but it's not required to complete the program.
We recommend team members spending 40-60 minutes on each daily online lesson. Note-taking and practice is encouraged throughout the duration of the training (and beyond).
You are more than welcome to sit in on as much or as little as you'd like throughout the 6 weeks.
This training is on-demand and we recommend an Accountability Partner or 1:1 coach for each team member participating. These are available at an additional cost.
Unfortunately, not everyone will make it through the 6 weeks, but that's okay. It's better to know quickly that they aren't the answer versus dragging them along for months or years, wasting your money and wondering if you gave them the proper training or not.
If they can't handle this program, and they won't do the little things asked of them to set the foundation, then this program is worth its weight in gold for those reasons too.
This is a SALES training program. Each office has different service processes and ECRM processes and claims processes, so we're not going to dive into those areas. Everything we coach and train will be focused on identifying more prospects, more sales opportunities, earning more referrals and ultimately writing more business for your agency in the long term.
This training is available at no cost to Pro or Elite Mastermind Members.
Did we miss your question? Send us an email and we will get back to you asap.
Legal & Info
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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