This Workshop is for any agency looking to simplify, clarify and reach their goals. No matter your goal, our strategies will improve your numbers.

Once registered, participants will receive an email with access to our Masterminds Dashboard. The Workshop will be available starting November 27, 2023.

This is a self-paced, on-demand training. We have broken it down into 5 Lessons, plus a bonus lesson and team member training. You can work through one lesson per day, or binge the entire Workshop in one sitting. Whatever works for your agency!

The agency owner training totals 80 minutes and the team member training totals 30 minutes.

The Goals & Planning Workshop is available at NO COST to insurance agencies.

Because Insurance Agency Optimization does not have a Master Services Agreement in place with State Farm, we are a Non-State Farm Vendor.  We have worked closely with compliance on this Outside Business Activity, and we have raised no concerns, and agents are allowed to use our service.
 

It is important to keep in mind the differences between Vendors, Non-State Farm Vendors, and Unauthorized Entities:

• Vendor: Specific vendor in which State Farm has an approved Master Services Agreement in place and the scope of the vendor services received are within the scope of the agreement.
• Non-State Farm Vendor: Many non-State Farm vendors (including agent-owned businesses) agents use do not cause concern; however, agents may not use any non-State Farm vendors where:
  • There is connectivity to State Farm systems and/or
  • State Farm customer/consumer information will be shared

Any vendor that does not have an agreement in place with State Farm or the services received from an approved vendor are outside of the scope of the vendor’s agreement with State Farm.  State Farm does not generally dictate what non-State Farm vendors an independent contractor may use.  It is the agent’s responsibility to ensure that the vendors they engage with do not raise concerns.

Insurance Agency Optimization does not allow customer/consumer information to be shared, there is no connectivity to State Farm systems, and we have raised no concerns!  Agents are allowed to use our service.

• Unauthorized Entity: Agents should not use an unauthorized entity.  This is a specific entity that State Farm has identified as being unauthorized for use by State Farm due to the risks posed to State Farm by engagement with the entity. If an agent does use an unauthorized entity, it could impact the trust relationship between the agent and State Farm.