Kickstart Your Agencys Health Production Momentum

HEALTH INSURANCE SALES TRAINING

AVAILABLE ON-DEMAND WITH A PRO MASTERMINDS MEMBERSHIP

Discover How to Sell Health Effortlessly

This on-demand training delivers the product details and conversational strategies needed to improve Health sales and better serve your customers.

Available with Pro Membership: Enroll Now

Step-By-Step Playbook

4 Tactical Trainings

Ready to Use Scripts

Conversational Strategies That Make a Difference

Most agency team members believe selling Health policies requires a big effort... but that's simply not the case! Give your team confidence to have conversations that will change the trajectory of your agency.

Selling Health Can Be Natural

To Your Health (Sales) Workshop is presented by our team of "in-the-trenches" coaches from around the country. Our expert agent coaches will guide you and your team members on seamlessly integrating Health policies into customer encounters, providing valuable tips and tricks for a non-pushy approach.

Learn the Key Health Products
Incorprate Health into Conversations
Comprehensive Playbook

Overcome Health Objections
Roleplay 4 Common Scenarios
Health Tracker for Quick Wins

Expert 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.

Agent Coach

Brent Hershey

Starting as a hybrid agent, Brent has qualified for Honor Club and Travel every year since 2014 and opened his MOA location in 2022. 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

James Parker

James spent 18 years working in education after earning his doctorate in educational leadership. he opened his insurance agency in 2016, and proudly serves the Norman, OK area.

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.

Agent Coach

Jennifer Jacobs

Starting as a new market agent in 2015, Jennifer has garnered a distinguished list of honors, including Ambassador Club, Chairman's Circle, and President's Club. Her commitment to excellence extends beyond insurance as a devoted community member and a source of support to many that know her.

Frequently Asked Questions

Here are a few answers to our most common questions

Who is this workshop for?

This workshop is for anyone on a mission to improve their Health sales. No matter your goal, our strategies will improve your numbers.

How do I access the material?

The workshop will be available on the Mastermind Dashboard to all Pro Mastermind Members.

What is the time commitment?

This workshop is split into 4 sections, ranging from 18 to 33 minutes each. You can pace yourself over a couple of days, or binge the entire workshop in under two hours.

How much does it cost?

This workshop is provided to Pro Mastermind Members at no additional cost.

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.

Training & Programs

Team Member Training Camp New Team Member Onboarding Life Sales Bootcamp Live Interviews

Resources

Free Resources Monthly Newsletter Agency Templates & Guides Agency Optimization Book

Legal & Info

Contact Support System Status Privacy Policy Terms & Conditions

This insurance sales training was not developed by nor owned or endorsed by State Farm. The views presented are those of Insurance Agency Optimization only and are not intended to be used as a substitute for prospecting or customer interaction. Each representative of State Farm is personally responsible for acting according to the company’s sales philosophy and adhering to all compliance standards.