NEW & IMPROVED
TEAM MEMBER TRAINING CAMP
NEXT CLASS STARTS MONDAY, APRIL 3RD
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.
Enroll today for Unlimited Agency Access with a Masterminds Pro Membership. Or, join Masterminds Starter and purchase the training a la carte for the next 6-week session.
Step-By-Step Playbooks
Daily Training
Live Practice Sessions
Stop Missing Opportunities
Provide your entire team with a top-level training program focused on helping Team Members create long-term success habits.
Training Preview
Week 3, Day 3 | 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
Our Coaches step into your office and train 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.
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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.
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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.
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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.
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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.
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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 Agency and your Fast Start production.
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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.
Team Members join forces in our TMTC Facebook Group
Participants share questions, wins, and struggles in the private group. Help and support are always available!
Expert Coaches & Accountability Partners
Co-Founder & Training Director
Scott Grates
Recognized as a Top 5% producer nationally in 3 different industries over the past 25+ years, Scott takes his expertise in sales to drive the trainings offered at IAO.
Agent Coach
Brent Hershey
Starting as a hybrid Agent, Brent has qualified for Honor Club and Travel every year since 2014. Brent is passionate about the phrase, "Just Ask."
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.
Agent Coach
Corey Chapman
Joining the insurance world with an extensive sales background, Corey is a true professional trained in high-level processes and philosophies. This sales guru has the ability to take complex situations and simplify them for any Agency.
Agent Coach
Kim Benton
Prior to opening her successful Agency in 2015, Kim spent 5 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.
Agency Profitability Coach
Michele Herringshaw
As a certified Profit First coach, Michele works directly with Agency Owners to flip the formula from paying themselves whatever's left to paying themselves first.
Team Member Coach
Nicole Demma
With over 20 years of insurance experience, Nicole's passion to help others is clear every day as she works tirelessly to properly protect her customers, earns 400 referrals annually, and personally produces over 1,000 policies each year.
Coach & Trainer
Necole Carpenter
Necole's 20 years of sales experience brings a unique, outside perspective on Agency operations and Sales Team Training. Studying for her Sales Trainer Certificate, P&C License and Life/Health License, Necole leverages her wholistic view to develop unique and challenging training experiences.
Event & Program Coordinator
Jill Kobel
Jill supports digital content delivery, event planning, and manages IAO's Customer Support. And, she's the friendly face you'll see assisting our Coaches on IAO's training calls.
Agency Concierge
Katie Maneen
The heart of the 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
Is this program for new or seasoned Team Members?
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.
How much time per day is required of my Team Members to participate?
This program includes a 60-minute kick-off call and a one-hour call each week with our IAO Coaches. We also provide a 30-45 minute Live Practice Session each week. We recommend Team Members spend 40-60 minutes on each daily online lesson. Note-taking and practice is encouraged throughout the duration of the training (and beyond).
How much time per day is required of the Agency Owner?
You are more than welcome to sit in on as much or as little as you'd like throughout the 6 weeks.
While this is a group coaching and training program, there will be cases where we will need to have individual conversations about your Team Members' performance. While these are not scheduled as part of the program, we'll always be available to chat with each Agent that needs guidance.
What if my Team Member leaves the Agency?
Unfortunately, not all 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.
If your Team Member leaves during the program, IAO has resources to assist you in hiring and training new candidates. Please reach out.
How do you train each participant when our Agencies run differently?
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.
How much does it cost?
This training is available to Masterminds of any level. Whether you choose to join as a Masterminds Starter at $67/mth and purchase access to this training a la carte for $997, or join as a Masterminds Pro for $397/mth, is up to you. You can click here to get started as Pro (best deal).
Did we miss your question? Send us an email and we will get back to you asap.
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.
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