HEALTH INSURANCE SALES TRAINING
NEXT SESSION: SPRING 2024
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Boost Confidence in Health Insurance Conversations and Maximize Agency Production
This on-demand training delivers the product details and conversational strategies needed to improve Health sales and better serve your customers. Just $97 for Agency access.
Step-By-Step Playbook
4 Tactical Trainings
Ready to Use Scripts
Discover How to Sell Health Effortlessly
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 Effortless & 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.
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. 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
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.
Frequently Asked Questions
Here are a few answers to our most common questions
This Workshop is for anyone on a mission to improve Health sales. No matter your goal, our strategies will improve your numbers.
Once registered, participants will receive an email with access to our Masterminds Dashboard.
This Workshop is split into 4 Sections, ranging from 18 to 33 minutes each. You can pace yourself over a couple days, or binge the entire Workshop in under two hours.
The Workshop is $97 per Agency.
Agencies enrolled in our Masterminds programs receive discounts and should refer to their dashboard to buy the Workshop.
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
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.
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