Sales Training

Sales Training

Sharpen your skills as an insurance sales professional. New to the market or an expert in the field, learn new technics and practices to take your agency to the next level.

Phone Sales

The market is changing. Nearly 75% of insurance business sold in 2018, and beyond, will be transacted over the phone and through the internet. The Senior Insurance Market is no Exception.

Online Presence

Running your own business is no easy task, and your to-do-list is guaranteed to never end. However, you should never use this as an excuse to take shortcuts when it comes to having an online presence.


Holding seminars is one of the most effective ways to gain new business. But with worries of compliance, many agents hesitate to capitalize on the opportunity. Our seminars-in-a-box are compliance scrubbed and ready to use

Marketing Lead System

Finding the right prospects to talk to is one of the biggest challenges independent agents face. We have many ways to assist you in this, from lead vendors to client retention, obtaining referrals, and marketing materials.