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Insurance Agency Optimization - Team Member Training & Accountability
  • Team Training
    • Team Member Training Camp [6-Weeks]
    • New Team Member Onboarding [First 4 Weeks]
    • Live Practice Sessions
    • Life Sales Bootcamp
    • Goals & Planning Workshop
    • All Trainings & Tools
  • Accountability
    • Elite Agency Coaching
    • Meet Your Coaches
  • Daily Coaching
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On-Demand Goals & Planning Workshop

The Roadmap You Need to Hit Agency Goals

Setting goals is part of the blueprint for running a successful business. But if we're honest, it can seem ambiguous and even complicated.

Where do you start? Here. Now.

Enroll Today

Enroll in Masterminds Pro today and save 50% on Unlimited Agency Access to the Goals & Planning Workshop. Or, join Masterminds Starter and purchase the workshop for a one-time payment of $97.

Step-By-Step Playbooks

Owner & Team Members

Live Practice Session

Tactical Lessons for the Entire Agency

The Goals & Planning Workshop is a self-paced, on-demand training to guide you and your Team Members through Agency Business Plans, 12-Week-Year Plans and Team Member Business plans. Your Agency goals will be clear and a plan will be set.

  • 80-Minute Agency Owner Training

  • 30-Minute Team Member Training

  • Access to Live Practice Session

  • Establish Goals & Actionable Metrics

  • Playbooks & Worksheets to Stay Accountable

  • Explore the 12-Week-Year Planning Method

Meet Your Coaches

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.

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.

Enroll Today

Frequently Asked Questions

Here are a few answers to our most common questions

Who is this Workshop for?

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

How do I access the material?

Once registered, participants will receive an email with access to our Masterminds Dashboard.

What is the time commitment?

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.

How much does it cost?

The Goals & Planning Workshop is $97 per Agency.

 

Pro Masterminds receive a 50% discount and should register with their unique link. 

 

Agencies enrolled as Elite Masterminds, or Circle of Legends members, can register for this Workshop at no additional cost within their Masterminds Dashboard.

 

Is IAO approved by State Farm?

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.

 

Did we miss your question? Send us an email and we will get back to you asap.

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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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