Sales coaching for multi-line agencies
Turn your quoters into risk advisors.
We coach, train, and hold your team accountable to sell all lines, especially life insurance.
“It’s July and we are at 71 life apps!”
- 01Greeting → ‘Your World’®Transition from customer greeting into the conversation.
- 02RecommendMake the most effective recommendation once the risks are prioritized.
- 03OvercomeOvercome ANY objection.
- 04Follow up & closeFollow up and close more sales.
Sound familiar?
You deserve a team that can sell.
- 01
The trip
Are you tired of missing out on the trip and leaving your bonus money on the table?
- 02
Turnover
Do you feel discouraged wondering if there is an end in sight to the high turnover?
- 03
Objections
Is your team losing business because they can’t overcome objections?
- 04
Accountability
Have you struggled with coaching and holding your team accountable to hit their goals?
If you knew how to train them, you would. But you don’t, so you feel stuck. And if you had the time to train them, you would. Training your team doesn’t have to be so hard. Let us take the reins.
Schedule a FREE Coaching Session (opens external site)How we coach
We make the practice hard, so the game is easy.
Our coaches and staff aren’t raised in theory. We’re former agents and team members with solid, high-performing sales and coaching experience, and we teach what decades of experience have shown truly works. We accept no excuses.
- We’re agency owners who have been in the top 3% of producers.
- We’re award-winning team members who’ve sold over 100 life policies per year for 8 years in a row.
- We’re entrepreneurs who have built successful businesses.
How it works
Get started in 3 simple steps.
- 1
Schedule your coaching call
A quick call lets us get to know one another and learn your goals and challenges, so we can design the right training for your team.
- 2
Get your team trained
Your team learns the ‘Your World’® Conversation to convert more leads, overcome objections, and sell more premium.
- 3
Sell more life insurance
Get your confidence back as your team starts crushing it. You deserve bragging rights. You can do this!
The method
The ‘Your World’® Conversation
A visual discovery process that leads clients to clearly understand the reality of everyday risk, and to look to your team as the professionals who can help protect their families and assets.
Instead of quoting a price, your team walks the client through what they own, what they earn and the life they’ve built, then recommends the most effective way to protect it. The goal is to hear: “Thank you, I’ve never had anyone make insurance that easy to understand before.”
- Competes on priceWins on value
- Answers the question askedAsks better questions
- Quotes one line at a timeProtects everything: all lines, especially life
- Hopes for referralsAsks for introductions after every conversation
Take the ‘Your World’® Conversation, virtually.
Results
We’ve trained some of the best agencies.
Here’s what they’re saying, in their own words.
#1 and #2line leader
“Steve has been working with my team for over a year now. His monthly training and life insurance bootcamps are a big part of our success. #1 and #2 line leader.”
Allen SarafyanAgent, Sherman Oaks, CA Sourced from riskadvisorinstitute.com home page. Confirm permission before launch.
Top 20for IPS
“Thank you for the support and resources you provide me and my team. The “Your World” conversation is a core business practice for us and it’s how we found enough assets to finish in the top 20 for IPS and top 150 in multiline last year.”
John KizziahAgent, Pensacola, FL Sourced from riskadvisorinstitute.com home page. Confirm permission before launch.
71life apps by July
“It’s July and we are at 71 life apps! We really appreciate your partnership and providing a solid sales coaching program for our team.”
Nikki McCauleyAgent, Roswell, GA Sourced from riskadvisorinstitute.com home page. Confirm permission before launch.
23life apps submitted in July
“We are already seeing movement in the right direction! July submitted 23 life apps. Over $17k in annual premium and over $15 million in death benefit.”
Aaron KilbrideAgent, Tampa, FL Sourced from riskadvisorinstitute.com home page. Confirm permission before launch.
Programs
Start where your agency is.
From on-demand training to one-on-one coaching and live Boot Camps, every program teaches the same playbook.
1Learn it
2Practice it weekly
3Make it personal
4Train together
Free guide
Avoid the mistakes most agents & teams make.
Immediately increase your life insurance sales. Free download.
Are you ready to become a top producing agency?
A quick call lets us get to know one another and learn your goals and challenges, so we can recommend the right training for your team.