Optimize. Train. Grow.
Agency simplified.
We provide the blueprint for tackling essential agency tasks while filling your referral pipeline, plus the small group coaching your team needs to exceed your
agency's goals.
No contracts. Just results.
Build a High-Performing Team with Small-Group Sales Coaching
Rising Stars
Sales Training
For team members brand new to your agency—whether they’re fresh to the insurance industry or simply starting in a new role.
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Duration: 4 weeks, with two live calls per week that fit seamlessly into busy agency schedules.
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Focus: A blend of intensive coaching and peer connection in small groups of just 12 participants. Each live session delves into essential sales and service fundamentals, role-playing customer interactions, and developing winning habits from day one.
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Benefit: Perfect to be taken alongside or immediately after the First 4 Weeks New Team Member Training. Rising Stars ensures new team members transition from novice to confident contributor quickly and effectively.
Team Member
Training Camp
For slightly more experienced team members—those who have already mastered the basics and are ready to take their sales skills to the next level.
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Duration: 6 weeks, with two live calls per week providing targeted coaching, advanced techniques, and ongoing accountability.
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Focus: Advanced sales strategies, interactive role-plays, and open Q&A within a group capped at 30 participants. This approach ensures every member gets dedicated attention while learning from peers in a dynamic, supportive environment.
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Benefit: Complements our existing 6-week on-demand course by adding real-time guidance and personalized feedback. Team members stay motivated, engaged, and continually strive for higher production goals.
Getting started is easy.
2. Onboard & Train
You'll receive a daily Morning Huddle video and have access to the Toolbox. Pro members unlock small group coaching and programs specifically for team members.
3. Daily Action & Growth
Enroll in Win the Day software to keep your team on track with their goals. Start your Referrals Done Right plan to ensure a steady flow of new opportunities.
4. Small Group Coaching
Pro members attend Zoom sessions and can submit questions for personalized video responses.
Team meetings on autopilot.
We deliver new content every day for your daily team meetings.
Some of our favorite include:
Focus on Primary Objections
The 2-Minute Life Conversation
Train your team for any conversation.
Created by top-producing agents, give your team the advantage with training proven to move the needle on your agency's production with focus on consistency and implementation.
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6-Week Insurance Team Member Training Camp
Set your team member up for success with six weeks of high-intensity training and coaching focusing on long-term success habits and accountability. Pro Members may receive small-group coaching during their training.
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Bootcamps & Workshops
Gain skills, tools, and product knowledge your team needs to immediately drive results. Pro Members may access these on-demand trainings 24/7.
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4-Week New Insurance Team Member Onboarding
This training starts on day one for your brand-new team member with a roadmap of their first four weeks at the agency. Pro Members utilize Rising Stars small-group coaching during or after their training.
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Weekly Training Videos
Perfect your craft with two weekly training videos designed to get any sales professional at the top of their game. New videos released each Tuesday & Thursday to Pro members.
Choose the ideal agency solution.
AGENCY ESSENTIALS MEMBERSHIP
$97/MONTH
Daily Morning Huddle Training Videos
Win the Day Goal Tracker: Set and track team goals.
Referrals Done Right: Proven referral-building system.
Agency Toolbox: Templates, guides, playbooks.
Agency Task Reminders
PRO MASTERMINDS MEMBERSHIP
$397/MONTH
Capped at 125 Agencies
Everything in Essentials, plus:
Access to Small Group Coaching
First 4 Weeks New Team Member On-Demand Training
Team Member Training Camp On-Demand Training
On-Demand Product-Specific Bootcamp Library
Recorded Weekly Sales Training Sessions
Recorded Weekly Role Play Sessions
Ask the Coach: Video Responses Directly from Coaches
See why so many agencies are choosing Insurance Agency Optimization.
"I love the content on IAO and I use it with my team every day! The Morning Huddles are great and you can mold your meetings with your team around the content that is already there. I highly recommend IAO!"
Jeremy M.
Agency Owner
"I have taken advantage of every program offered by IAO! My team is energized, and we are beyond hitting all our targets. IAO provides more value than any price I could pay. My team loves our daily Morning Huddles. This training has been amazing for my brand-new team members and my seasoned staff."
Diana L.
Agency Owner
"I sent two of my [team members] through IAO's program and without a doubt they learned a great amount that will be useful as we continue to expand our office! Nothing "salesy" about the work; coaches are efficient and straight shooters."
John H.
Agency Owner
Frequently Asked Questions.
If I join Agency Essentials, can I upgrade to Pro?
If there's room - yes! Simply request your spot in Pro Masterminds; if space is open, you’ll be upgraded immediately. If not, you'll be added to the wait list with priority over non-members.
When do Rising Stars & Training Camp sessions start?
New sessions roll out regularly. Once you’re enrolled in Pro Masterminds, you can choose a start date that suits your team’s schedule.
Why is Pro Masterminds capped at 125 agencies?
We prioritize personalized attention in our small-group coaching programs—capping ensures high-quality interaction.
Does Pro Masterminds require a contract?
No contracts—cancel anytime, but most agencies see lasting benefits that keep them around.
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.
© Copyrights by Agency Optimization LLC. All Rights Reserved.