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 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.
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.
Meet Your Coaches
Co-Founder & Training Director
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'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.
Frequently Asked Questions
Here are a few answers to our most common questions
This Workshop is for any Agency looking to simplify, claarify 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.
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 $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.
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:
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.
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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