Insurance Agency Results

Agency Owners Coaching (one on one) And Group Coaching for Agency Owners-

Foundation Builder: Bi-Weekly 60 minutes One on One

This program is designed for Aspirants or Owners of an Agency who need to take their business to the next level.  This could be working through business planning prior to starting up, or an Owner who needs to build a team to move into a more sophisticated coaching program.  Up to 2 partners in the business can be coached together.   This 6–12-month program is a steppingstone to accelerate into a one-to-one program.
$ 549
Monthly
  • One on one Coaching 2x/month
  • Business Planning and Alignment
  • 12-Week Realignment and Evaluation
  • Unlimited Team Access to Online Training Modules
Starter

Chairmans and Beyond: Weekly 60 minutes One on One

This program is designed for those businesses who are determined to achieve significant growth in the next 12 months.  Paired with our ‘coach for free’ guarantee if your business does not see a ROI of 5x your yearly investment, we will coach for free until we do.
$ 1149
Monthly
  • One on One Coaching 4x/month
  • Business Planning and Alignment
  • 12-Week Realignment and Evaluation
  • Yearly Business Planning Session
  • Unlimited Contact with Coach
  • Unlimited Team Access to Online Training Modules

Multi-Agency Effort: Weekly 60 minutes One to Four

Weekly group coaching program designed for owners and aspirants who are ready to make changes in their business.  The focus is on your specific business objectives while also learning from the coaching of other like-sized agencies in your group.   This 6–12-month program is a steppingstone to accelerate into a one-to-one program.
$ 349
Monthly
  • One on Four Coaching 2x/month
  • 12 Week Planning and Evaluation
  • Unlimited Team Access to Online Training Modules

Leadership Development (Agent Aspirants & Managers)

12 Week Management Course:

Work, recruiting, interviewing, marketing, and sales.   This 12-month program is designed around the following:  Mindset & Belief, Communication & Tools, Management Competencies, Managing Daily, Weekly and Monthly lists, Managing weekly Meetings, Managing 1/1 Meetings, Goals Setting, Measurement & Execution, 12-Week Planning, Building Effective Teams through Systems, Transition from Manager to Leader.
$ 100
Weekly
  • One to Group Coaching 1x/week for 12 Weeks
  • 12 Week planning and evaluation
  • Unlimited Team Access to Online Resource Library

New Agent Onboarding:

Organized library for both retention (in-book sales) and acquisition.  Perfect for training and onboarding new agents, mindset training, objection training, and focused product training around auto, fire, life, health, and financial services.
$ 99
Monthly
  • Unlimited Team Access
  • Great for Acquisition and Service
Great Value