Agency Performance Partners


Convert your inbound opportunities into new business sales with insurance sales training.

Agency Growth Will Help Your Agency:

  • Install an agency sales process
  • Cross sell at the point of sale
  • Reject unqualified leads
  • Increase new business coverage
  • Sell on more than price
  • Earn referrals from new sales
  • Improve team closing ratio
  • Consistent follow-up process
  • Reconnect with lost customers
  • Nurture unsold quotes
  • Track closing ratios
  • Set sales goals

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(Or Subscribe to Our School and Get ALL of Our Courses Below!)


Agency Growth is centered around converting inbound opportunity into sales. By following a defined sales process you can have sustainable results and reliable monthly sales. 

  • 20% increase closing ratio
  • No monoline new sales
  • Sales that match agency coverage standards
  • Clients that buy based on value not price
  • Process to call lost and unsold customers 


Your agency spends a lot of resources on generating opportunities. When new leads come in, your agency needs a plan to convert them into sales. This starts with building rapport, asking the right questions, quoting over the phone (when possible) and asking for the business. 


agency growth

Month 1


What we know in advance, we can plan for in advance. That is what we do the first month to set your agency up for retention success. 

  • Kick-Off Call
  • Welcome Kit
  • Telling Your Team
  • Reporting & Management System Set-Up
  • Review Sales Sheets
  • Incentives

Phase 1 (Month 2-4)


The first step to installing a sales process is identifying what happens from the opportunity to the presenting of the quote. The moment you turn over the quote, the lead has the upper hand.

  • Growth Stats
  • Growth False Beliefs
  • How to Be a Sales Educator
  • Importance of Agency Standards
  • Building Your Agency Value Proposition
  • Identifying Your Personal Pitch
  • Why People Don’t Buy From You
  • Filling Your Pipeline
  • How Important is Speed In Sales?
  • How to Prioritize Sales
  • Efficiency In Sales (Quote Sheet/Direct Entry)
  • 12 Growth Philosophies
  • Sales Process: Building Rapport, Finding Pain Points, Qualifying The Opportunity, Gathering Quote Information, Quoting Plan 

Phase 2 (Months 5-6)


Now that you have a working sales process, the next step is to add more opportunities into the pipeline. We do this by working on what is right in front of us!

  • Presenting the Quote
  • Asking For the Business
  • Embracing Concerns
  • Overcoming Objections
  • Following Up
  • Breaking Up
  • Recycling Good Unsold Opportunities
  • Referrals
  • Account Rounding Post Sale
  • Introducing The Service Team
  • Bonus Content: Video Quotes, Virtual Quote Reviews, Plans To Fill the Pipeline – Lost Customers, Unsold Quotes, Monoline, Centers of Influence), Quoting Over the Phone, Selling In A Hard Market, Onboarding Process
Setting Sales Goals, Producer Compensation & Handling Someone Not Hitting Goals



Do It Your Self Model

Our Agency School includes everything you need to launch ALL APP programs with your team. Use our materials, content, and videos to provide your team with the tools they need to hit the agency’s potential. New trainings are added every quarter, and you can cancel anytime.

  • Launch Guides
  • Management System Set-Up (AMS360, Epic& Hawksoft)
  • Video Training
  • Workbooks
  • Quizzes
  • Scripts
  • Bonus Sections

Current Courses Include: Agency Retention, Agency Efficiency, Agency Sales, Commercial Sales, How to Hire, How to Cross-Sell, Reducing Remarketing, Plan & Execute Building Your Agency Roadmap.



6 Month Live Zoom Training

Get a coach to help your team succeed on the Agency Retention renewal strategy. We personally walk you and your team through launching, maintaining, and optimizing your sales process. Get the benefit of our experience with the ease of virtual coaching. 

  • Customized Agency Set Up
  • Weekly Reporting
  • 1/2 Day Launch Training
  • Bi-Weekly Video Team Coaching
  • Access to the Agency School
  • Printed Workbooks & Graduation Gifts
  • 1/2 Day Optimization Training 
  • Access To Performance Partner 






6 Month Onsite/Zoom Training

Nothing beats being in person fully focused on training. Our live program has two training days built in over six months to help you launch and optimize the program. We will meet with your team in person during months 2 and 4 to ensure your success. 

  • Customized Agency Set Up
  • Weekly Reporting
  • Full Day In Person Launch Training
  • Bi-Weekly Video Team Coaching
  • Access to the Agency School
  • Printed Workbooks & Graduation Gifts
  • Full Day In Person Optimization Training 
  • Access To Performance Partner 


If your agency needs a hug, cheerleader or accountability partner that’s what we do!