Sales coaching for insurance agencies

For captive and independent agencies that recruit new producers every month and watch most of them leave.

The new-agent problem

New agents burn through their warm market, hit a wall of "no" and quit before renewals ever build. The fix is skill and confidence early, not more motivation.

89%

Of insurance agents quit within their first three years, by one industry estimate.

SalesScreen
30 to 45%

Of agents turned over within a year across agencies in one platform's data.

Onyx
45%

Less likely to leave: workers who get meaningful recognition.

Gallup and Workhuman

What we train in the agency

LJ has sold insurance and financial products himself. Every session is practice on real conversations agents have every day.

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  • Setting appointmentsPhone scripts that get a meeting instead of a brush-off.
  • Beyond the warm marketProspecting habits that keep the pipeline full after friends and family.
  • Needs conversationsQuestions that uncover what a family or business actually needs covered.
  • Objections"It's too expensive," "I already have coverage" and "let me think about it."
  • Asking for referralsA simple, natural ask at the moment clients are happiest.
  • Reviews and retentionAnnual review calls that keep policies on the books and find new needs.

Agents who prospect for themselves

Closer's Circle members get live group coaching, Soft Pitch practice and lead finder credits to fill their calendar.

See the Closer's Circle
Book a free team workshop