Our business consulting services include:

We help businesses redefine their goals, vision, and mission to create growth-driven strategic plans.

90-Day Producer Onboarding

 Days 0–30: FOUNDATION & CONFIDENCE

  • Intro to agency systems + expectations
  • Call scripting & roleplay (real-world focused)
  • Objection handling 101
  • Lead management + follow-up strategy
  • Daily activities & tracking setup
  • 3x Live Trainings/week + Office Hours support
  • First live calls made (with coaching)



Days 31–60: EXECUTION & REFINEMENT

  • Live call reviews and performance feedback
  • Quote-to-close conversion skills
  • Deep dive: multi-line selling & bundling
  • Time blocking + efficiency training
  • Objection handling (advanced scenarios)
  • Real KPI tracking and review
  • Midpoint performance check-in


Days 61–90: MOMENTUM & SCALING

  • Personalized coaching on weak points
  • Referral asks, COI conversations, X-dates
  • Advanced closing and assumptive selling
  • Revenue mindset vs task mindset
  • Weekly KPI challenges + accountability
  • Final review + individual growth plan


$1,500/producer


We provide price breaks for agencies enrolling multiple producers in the same session. The more producers you enroll, the greater the savings per person — making it easy to scale your team without scaling costs.


Build strong producers. Build lasting results.

Effective Producer Masterclass

Day 1 –  (The Blueprint)


  • Mindset Reset – Moving from reactive to proactive selling
  • The Producer Playbook – Step-by-step sales process tailored to insurance agencies
  • Lead Handling Framework – Converting inbound & outbound opportunities with speed and skill
  • Objection Mastery – Proven responses to the most common roadblocks
  • Time Blocking & Pipeline Management – Structuring the day for consistent production
  • Cross-Sell & Referral Systems – Built-in revenue growth strategies


Day 2 –  (The Execution)


  • Live Call Blocks – Making real calls to live leads with on-the-spot coaching
  • Roleplay & Scenario Drills – Applying Day 1 skills in realistic client situations
  • Overcoming Real-Time Objections – Immediate feedback from an industry expert
  • CRM & Workflow Application – Using your actual tools to execute the process
  • Personalized Action Plan – Each producer leaves with a 30-day, step-by-step plan
  • Accountability & Tracking Setup – Metrics that keep performance on target after training ends


Format:



  • In-person or virtual delivery
  • Mix of interactive training, roleplay, and real-world execution
  • Includes scripts, process guides, and follow-up coaching resources


By the end of Day 2, producers aren’t just trained — they’re producing.

The 2-Day Effective Producer Class is $500 per producer. This single investment covers both days of training — Day 1 focused on process and skill development, and Day 2 dedicated to live implementation and real-time coaching.

Agency Ops 360

Strengthen your agency’s sales and service performance. This program enhances client interactions, maximizes retention, and refines processes for consistent success.



What’s included:

  • Daily team meetings to establish culture and align mindset
  • Sales training to sharpen prospecting, closing, and objection-handling skills
  • Service excellence coaching to improve client satisfaction and long-term retention
  • Cross-selling and upselling strategies to drive revenue growth
  • Call reviews with real-time feedback for continuous improvement
  • Process optimization to streamline workflows and enhance efficiency
  • Accountability frameworks to ensure follow-through and measurable results
  • Weekly team training for skill-building and collaboration
  • Meeting with all staff individually at least 2X per week for direct coaching and development
  • Meeting with agency owner in addition to weekly email recaps for strategic alignment
  • 24/7 support via phone, text, or email for guidance on sales and service scenarios
  • In-person and virtual training options to build strong connections and maximize effectiveness


Pricing isn't one-size-fits-all. Every agency has different needs, goals, and team structures—so your package should reflect that. Let’s talk about your situation in a free discovery call and find the right fit for your budget, whether that’s customizing a package or building something from scratch.

Scale your business.

We are here to redefine sales consulting and take your agency into an era of bold growth and performance.

Are you ready?