Select a Package here

Sales
Retention

This package includes 1 Day of training made up of two presentations “Sales Training - Tips and Tricks” and “Selling to Retain” presented by our instructors Amy Castro and/or Rosali Hernandez at our headquarters location.

What you will learn: Learn how to effectively overcome customer objections, as well as important techniques that will help you retain your book of business.

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Name
Price: $1,500.00
Order Summary
Item Quantity Total
Standard Package1$1,500.00
Total$1,500.00

To cancel your package, you must send a written request via email 30 days prior to your next session. Cancellation of an upcoming session (sooner than 30 days) will not result in a refund. We will, however, assign that credit to your account for future use.
A personal coaching session will have a total duration of 4 hours.
Presentation dates are set by us for specific dates and times and are subject to availability. You must check the dates available and complete your reservation to secure a spot for your preferred date. Reservation is not complete until payment has been received.
Coaching sessions are meant for a maximum of 2 agents. Any additional attendee will have an additional cost of $500.
Regardless of your package, the date and subject for your coaching session MUST be reserved and determined at least 30 days in advanced. To reschedule your session, you must contact us AT LEAST 2 weeks in advanced, otherwise a rescheduling fee of $150 will apply.
Account credits or scheduled sessions cannot be applied or transferred to any other user other than the ones established at the time of purchase.
Only 1 line of business will be discussed per coaching session.
Coaching sessions will be aimed exclusively to quote the line of business of your choice (depending on your plan), but do not include consulting on any other subject matters not related to gaining quoting and product knowledge.
None of the membership plans include personal coaching for “Trucking” or “Commercial Property (Condominium Association).”​
The purchase of any training package includes a 7-day courtesy window for any questions related to the training material that you may have after the sessions are over. If you still need further coaching, we urge you to consider subscribing to one of our memberships for ongoing training.
Package prices do not include any additional cost arising for travel and transportation for office locations further than a 20-mile radius from our headquarters location.
If payment is not received within 2 weeks of your next session, session will be cancelled, and new scheduling will be subject to availability.

Sales
Retention
Personal Coaching

Personal Auto

This package includes 1 Day of training made up of two presentations “Sales Training - Tips and Tricks” and “Selling to Retain” presented by our instructors Amy Castro and/or Rosali Hernandez at our headquarters location.

It also includes a personalized coaching session on the Personal Auto policy with one of our instructors at your office location. During this session we will be fully invested in training to quote and apply all the sales techniques.

What you will learn: Learn how to effectively overcome customer objections, as well as important techniques that will help you retain your book of business. You will also learn to quote a personal auto policy.

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Please, complete this form to request this product and we will be with you shortly.

Name
Price: $2,000.00
Order Summary
Item Quantity Total
Extended Package1$2,000.00
Total$2,000.00

To cancel your package, you must send a written request via email 30 days prior to your next session. Cancellation of an upcoming session (sooner than 30 days) will not result in a refund. We will, however, assign that credit to your account for future use.
A personal coaching session will have a total duration of 4 hours.
Presentation dates are set by us for specific dates and times and are subject to availability. You must check the dates available and complete your reservation to secure a spot for your preferred date. Reservation is not complete until payment has been received.
Coaching sessions are meant for a maximum of 2 agents. Any additional attendee will have an additional cost of $500.
Regardless of your package, the date and subject for your coaching session MUST be reserved and determined at least 30 days in advanced. To reschedule your session, you must contact us AT LEAST 2 weeks in advanced, otherwise a rescheduling fee of $150 will apply.
Account credits or scheduled sessions cannot be applied or transferred to any other user other than the ones established at the time of purchase.
Only 1 line of business will be discussed per coaching session.
Coaching sessions will be aimed exclusively to quote the line of business of your choice (depending on your plan), but do not include consulting on any other subject matters not related to gaining quoting and product knowledge.
None of the membership plans include personal coaching for “Trucking” or “Commercial Property (Condominium Association).”​
The purchase of any training package includes a 7-day courtesy window for any questions related to the training material that you may have after the sessions are over. If you still need further coaching, we urge you to consider subscribing to one of our memberships for ongoing training.
Package prices do not include any additional cost arising for travel and transportation for office locations further than a 20-mile radius from our headquarters location.
If payment is not received within 2 weeks of your next session, session will be cancelled, and new scheduling will be subject to availability.

Sales
Retention
Personal Coaching

Two Lines of Bussiness of your choice

This package includes 1 Day of training made up of two presentations “Sales Training - Tips and Tricks” and “Selling to Retain” presented by our instructors Amy Castro and/or Rosali Hernandez at our headquarters location.

It also includes two personalized coaching sessions on two lines of business (you can choose from Commercial Auto/Garage Keepers, Commercial General Liability, or Worker's Compensation for day one, and Personal Auto, Homeowners, Flood, Recreational Lines, or Excess Liability/Umbrella. for day two) with one of our instructors at your office location where we will be fully invested in training you to quote and apply all the sales techniques.

What you will learn: Learn how to effectively overcome customer objections, as well as important techniques that will help you retain your book of business. You will also learn to quote a personal auto policy.

Please enable JavaScript in your browser to complete this form.

Please, complete this form to request this product and we will be with you shortly.

Name
Price: $2,500.00
Order Summary
Item Quantity Total
Deluxe Package1$2,500.00
Total$2,500.00

To cancel your package, you must send a written request via email 30 days prior to your next session. Cancellation of an upcoming session (sooner than 30 days) will not result in a refund. We will, however, assign that credit to your account for future use.
A personal coaching session will have a total duration of 4 hours.
Presentation dates are set by us for specific dates and times and are subject to availability. You must check the dates available and complete your reservation to secure a spot for your preferred date. Reservation is not complete until payment has been received.
Coaching sessions are meant for a maximum of 2 agents. Any additional attendee will have an additional cost of $500.
Regardless of your package, the date and subject for your coaching session MUST be reserved and determined at least 30 days in advanced. To reschedule your session, you must contact us AT LEAST 2 weeks in advanced, otherwise a rescheduling fee of $150 will apply.
Account credits or scheduled sessions cannot be applied or transferred to any other user other than the ones established at the time of purchase.
Only 1 line of business will be discussed per coaching session.
Coaching sessions will be aimed exclusively to quote the line of business of your choice (depending on your plan), but do not include consulting on any other subject matters not related to gaining quoting and product knowledge.
None of the membership plans include personal coaching for “Trucking” or “Commercial Property (Condominium Association).”​
The purchase of any training package includes a 7-day courtesy window for any questions related to the training material that you may have after the sessions are over. If you still need further coaching, we urge you to consider subscribing to one of our memberships for ongoing training.
Package prices do not include any additional cost arising for travel and transportation for office locations further than a 20-mile radius from our headquarters location.
If payment is not received within 2 weeks of your next session, session will be cancelled, and new scheduling will be subject to availability.

Select a Membership here

Personal Coaching

Once a month

Personal Auto OR Recreational Lines

This membership plan includes a one-on-one personal coaching session at your office location once a month (for a minimum of 3 months). For this plan, you will be able to choose from Personal Auto AND one recreational line for your monthly coaching session.

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Please, complete this form to request this product and we will be with you shortly.

Name
Price: $800.00
Order Summary
Item Quantity Total
Bronze Membership1$800.00
Total$800.00

Memberships must be kept active for a minimum of 3 consecutive months.
Memberships can be upgraded without any additional fees at any time. However, they cannot be downgraded during the first 3 active months. To downgrade your plan, you must contact us AT LEAST 2 weeks in advanced.
A personal coaching session will have a total duration of 4 hours.
Coaching sessions are meant for a maximum of 2 agents. Any additional attendee will have an additional cost of $500.
Regardless of your membership plan, the date and subject of your coaching session MUST be reserved and determined at least 30 days in advanced. To reschedule your session, you must contact us AT LEAST 2 weeks in advanced, otherwise a rescheduling fee of $150 will apply.
To cancel your membership, you must send a written request via email 30 days prior to your next session. Cancellation of an upcoming session will not result in a refund. We will, however, assign that credit to your account for future use.
Account credits or scheduled sessions cannot be applied or transferred to any other user other than the ones established at the time of purchase.
Only 1 line of business will be discussed per training session.
Coaching sessions will be aimed exclusively to quote the line of business of your choice (depending on your plan), but do not include consulting on any other subject matters not related to gaining quoting and product knowledge.
None of the membership plans include personal coaching for “Trucking” or “Commercial Property (Condominium Association).”​
Memberships do not include any additional cost for travel and transportation for office locations further than a 20-mile radius from our headquarters location.
Membership fees are not subject to financing. The fee must be paid in full every month on its due date. Late payments will be subject to a $25 late fee.
If payment is not received within 2 weeks of your next session, session will be cancelled, and new scheduling will be subject to availability.

Personal Coaching

Twice a month

Personal Auto and Commercial Lines

This membership plan includes a one-on-one personal coaching session at your office location twice a month (for a minimum of 3 consecutive months). For this plan, you will have the option to choose between Personal Auto AND any Commercial Lines (excluding trucking and commercial property) for your monthly personal coaching sessions.

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Name
Price: $1,400.00
Order Summary
Item Quantity Total
Silver Membership1$1,400.00
Total$1,400.00

Memberships must be kept active for a minimum of 3 consecutive months.
Memberships can be upgraded without any additional fees at any time. However, they cannot be downgraded during the first 3 active months. To downgrade your plan, you must contact us AT LEAST 2 weeks in advanced.
A personal coaching session will have a total duration of 4 hours.
Coaching sessions are meant for a maximum of 2 agents. Any additional attendee will have an additional cost of $500.
Regardless of your membership plan, the date and subject of your coaching session MUST be reserved and determined at least 30 days in advanced. To reschedule your session, you must contact us AT LEAST 2 weeks in advanced, otherwise a rescheduling fee of $150 will apply.
To cancel your membership, you must send a written request via email 30 days prior to your next session. Cancellation of an upcoming session will not result in a refund. We will, however, assign that credit to your account for future use.
Account credits or scheduled sessions cannot be applied or transferred to any other user other than the ones established at the time of purchase.
Only 1 line of business will be discussed per training session.
Coaching sessions will be aimed exclusively to quote the line of business of your choice (depending on your plan), but do not include consulting on any other subject matters not related to gaining quoting and product knowledge.
None of the membership plans include personal coaching for “Trucking” or “Commercial Property (Condominium Association).”​
Memberships do not include any additional cost for travel and transportation for office locations further than a 20-mile radius from our headquarters location.
Membership fees are not subject to financing. The fee must be paid in full every month on its due date. Late payments will be subject to a $25 late fee.
If payment is not received within 2 weeks of your next session, session will be cancelled, and new scheduling will be subject to availability.

Personal Coaching

Once a week

All Lines

This membership plan includes a one-on-one personal coaching session at your office location once a week (for a minimum of 3 consecutive months). For this plan, you will have the option to choose between ANY Line of Business (excluding trucking and commercial property) for your weekly personal coaching session.

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Please, complete this form to request this product and we will be with you shortly.

Name
Price: $2,500.00
Order Summary
Item Quantity Total
Gold Membership1$2,500.00
Total$2,500.00

Memberships must be kept active for a minimum of 3 consecutive months.
Memberships can be upgraded without any additional fees at any time. However, they cannot be downgraded during the first 3 active months. To downgrade your plan, you must contact us AT LEAST 2 weeks in advanced.
A personal coaching session will have a total duration of 4 hours.
Coaching sessions are meant for a maximum of 2 agents. Any additional attendee will have an additional cost of $500.
Regardless of your membership plan, the date and subject of your coaching session MUST be reserved and determined at least 30 days in advanced. To reschedule your session, you must contact us AT LEAST 2 weeks in advanced, otherwise a rescheduling fee of $150 will apply.
To cancel your membership, you must send a written request via email 30 days prior to your next session. Cancellation of an upcoming session will not result in a refund. We will, however, assign that credit to your account for future use.
Account credits or scheduled sessions cannot be applied or transferred to any other user other than the ones established at the time of purchase.
Only 1 line of business will be discussed per training session.
Coaching sessions will be aimed exclusively to quote the line of business of your choice (depending on your plan), but do not include consulting on any other subject matters not related to gaining quoting and product knowledge.
None of the membership plans include personal coaching for “Trucking” or “Commercial Property (Condominium Association).”​
Memberships do not include any additional cost for travel and transportation for office locations further than a 20-mile radius from our headquarters location.
Membership fees are not subject to financing. The fee must be paid in full every month on its due date. Late payments will be subject to a $25 late fee.
If payment is not received within 2 weeks of your next session, session will be cancelled, and new scheduling will be subject to availability.

Annual Membership
Personal Coaching

Once a month

All Lines

This ANNUAL membership plan includes a one-on-one personal coaching session at your office location once a month for 12 consecutive months. For this plan, you will have the option to choose between ANY Line of Business (excluding trucking and commercial property).

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Please, complete this form to request this product and we will be with you shortly.

Name
Price: $6,600.00
Order Summary
Item Quantity Total
Diamond Membership1$6,600.00
Total$6,600.00

Memberships must be kept active for a minimum of 3 consecutive months.
Memberships can be upgraded without any additional fees at any time. However, they cannot be downgraded during the first 3 active months. To downgrade your plan, you must contact us AT LEAST 2 weeks in advanced.
A personal coaching session will have a total duration of 4 hours.
Coaching sessions are meant for a maximum of 2 agents. Any additional attendee will have an additional cost of $500.
Regardless of your membership plan, the date and subject of your coaching session MUST be reserved and determined at least 30 days in advanced. To reschedule your session, you must contact us AT LEAST 2 weeks in advanced, otherwise a rescheduling fee of $150 will apply.
To cancel your membership, you must send a written request via email 30 days prior to your next session. Cancellation of an upcoming session will not result in a refund. We will, however, assign that credit to your account for future use.
Account credits or scheduled sessions cannot be applied or transferred to any other user other than the ones established at the time of purchase.
Only 1 line of business will be discussed per training session.
Coaching sessions will be aimed exclusively to quote the line of business of your choice (depending on your plan), but do not include consulting on any other subject matters not related to gaining quoting and product knowledge.
None of the membership plans include personal coaching for “Trucking” or “Commercial Property (Condominium Association).”​
Memberships do not include any additional cost for travel and transportation for office locations further than a 20-mile radius from our headquarters location.
Membership fees are not subject to financing. The fee must be paid in full every month on its due date. Late payments will be subject to a $25 late fee.
If payment is not received within 2 weeks of your next session, session will be cancelled, and new scheduling will be subject to availability.
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insurance training
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Why do people choose us?
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Have you ever thought about becoming independent and having your own business?

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Company Culture
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Selectivity
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Why do people choose us?
Franchise Opportunities

Have you ever thought about becoming independent and having your own business?

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Company Culture
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Why do people choose us?
Franchise Opportunities

Have you ever thought about becoming independent and having your own business?

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