Training Description

Your Instructor

Scott Grates

Recognized as a Top 5% producer nationally over the past 20 years, Scott Grates shares his expertise in sales, systems and mindset with Insurance Agency Optimization members in hopes of helping other agency owners achieve their goals.

 

Scott focuses on developing proper mindsets, creating a winning office culture and sticking to simple, repeatable systems that fit each agency's style ... regardless of market.


Circle of Legends

Success Habits

for our most valuable assets

Nothing costs us more money and takes up more of our time than training and developing Team Members. This program introduces them to everything they'll need to know about selling multiple lines of insurance at a high level.

Consistency

daily lessons and action items

Every single weekday, participants receive an email asking Team Members to TAKE ACTION on that day's lesson. It may be reading, video, word tracks, role playing or trying something new live at the agency.

Competition

Accountability

every. single. day.

Team Members are asked to complete checkpoint surveys each week reporting what they learned, accomplished and produced - and where they need more help!

Live Training

weekly touchpoints

Every week we jump on a live training call to review, answer questions, hear from other Agents (or high performing Team Members) and ensure everyone is getting exactly what they need to succeed.

Role Plays

to practice and prepare

Playbook

a personal reference tool

Throughout the program, each Team Member will record their scripts, hot lists, agency documents and favorite training videos in their own Personal Playbook.


Success Habits

for our most valuable assets

Nothing costs us more money and takes up more of our time than training and developing Team Members. This program introduces them to everything they'll need to know about selling multiple lines of insurance at a high level.

Consistency

daily lessons and action items

Every single weekday, participants receive an email asking Team Members to TAKE ACTION on that day's lesson. It may be reading, video, word tracks, role playing or trying something new live at the agency.

Competition

Accountability

every. single. day.

Team Members are asked to complete checkpoint surveys each week reporting what they learned, accomplished and produced - and where they need more help!

Prizes

for the very best

We've put thousands of dollars in gift cards on the line for those who participate the most and achieve the goals they set for themselves throughout the program.

Live Training

weekly touchpoints

Every week we jump on a live training call to review, answer questions, hear from other Agents (or high performing Team Members) and ensure everyone is getting exactly what they need to succeed.

Role Plays

to practice and prepare

Each week, Team Members are put through recorded role plays to practice what they've been learning and prepare for real sales situations.

Playbook

a personal reference tool

Throughout the program, each Team Member will record their scripts, hot lists, agency documents and favorite training videos in their own Personal Playbook.

Frequently Asked Questions

Frequently Asked Questions