Program Overview
The foundational concepts (core curriculum) of the program
Organic social media
Strategic referral relationships
Lead vendors
Personal branding
Scripting & talk paths
Removing opt-outs
Role play
Increasing closing ratio
Automation & Tracking
Using data to inform decisions
Standards of procedure (SOPs)
Leveraging email/text/ringless voicemail/messenger
Finding the right people
Compensation structures
Onboarding
Creating culture
Here is what a typical week looks like in the program
Organic Social Media
Referral Partners
Generating Warm Leads
Increasing personal production
Growing a team
Automations & technology
Infrastructure to support growth
Growth mindset
Optimizing internet leads
Evaluating lead sources
Sales scripting
Role play & objection handling
Increasing closing rate
Post within the group anytime with questions (social media, scripts, images, job descriptions, etc.).
Members support each other and share what’s working for them (recommended books/ podcasts/ software/ new strategies they are implementing).
Connect, network, and create referral relationships with other members.
Kathy Jones Insurance Agency
Choi Family Insurance Agency
Tran Insurance Services
Life Insurance & Final Expense
Redwood Agency Group
K.S. Pacific Insurance Agency
