The iQ High Performance Agent Academy

Improvement in producer talent creates a ripple effect throughout the entire agency.

Our Approach

Unlike most producer schools, we don’t teach insurance, we teach Producers how to succeed in the insurance business. We focus on the 7 Success Skills. Planning – Organization – Prospecting – Selling – Book Growth – Book optimization – Retention

iQ is the only Success School developed by Insurance Producers and for Insurance Producers. We’re successful insurance professionals who’ve grown & managed large, profitable books of business. We’ve made a habit of beating the competition and we’ll teach your producers to do the same.

We turn out finished producers ready to hit the streets running with the skills of a veteran and the energy of youth to deliver predictable outcomes, immediate success and staying power.
With the right tools, any job is easier. We provide a custom portfolio of tools producers use to differentiate themselves throughout their career. Tools like game books, business plans, tracking systems, prospecting tools, communications pieces, book growth, optimization systems and much more.
The key to effective learning is rehearsal & repetition. iQ devotes more time to role playing and rehearsing than anyone we know. The key to retention is constant positive reinforcement so we finish strong with coaching and mentoring for both students and their managers.
The only constant is change , so we keep your producers ahead of the curve with access to iQ Online for up to date, cutting edge tools in use today and in the future. Producers also have access to iQ’s online learning library to hone & re-enforce success skills learned in iQ Success School

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Curriculum and Agenda

Day 1 Morning:
Introduction & overview
Producer assessment
Understanding people
Understanding motivation and change
Day 1 Afternoon:
Personality types
Producer personality profile
Mastering the spoken word
Mastering the written word
Mastering body language
Mastering intelligent questions
Homework assignment: Personality Styles

Day 2 Morning:
Recap of day 1
Homework review
The power goals: Personal goal setting exercise
Business plans- Development of personal business plans
Mastering time management
Mastering preparation and organization
Day 2 Afternoon:
Mastering the marketing process
The Insurance sales cycle
Information gathering
Preferred pricing strategy
Perfect submissions
Niche marketing: Program business

Day 3 Morning:
Recap of day 2
Homework Review
The iQ Pipeline Curve TM
Perpetual pipeline of perfect prospects
Prospect Sources – Ideal prospects
Top 25, 50, 100
Prospecting Techniques – Mining for gold workshop
Managing pipelines
Day 3 Afternoon:
Intelligent tools workshop
iQ Tools- Website library review & access
Building & using game books
Competitive analysis
iQ Pre-call preparation
Homework- Prospect call strategy

Day 4 Morning:
Recap of day 3
Homework review
Role play
The iQ Sales Curve TM Sales Call Mastery
Engage-Role play
Assess-Role play
Compare-Role play
Re-Assess-Role play
Consult-Role play
Day 4 Afternoon:
The iQ Sales Curve TM Sales Call Mastery
Qualify-Role play
Insulate-Role play
BOR-Role play
Objections- Role play
Sales Call Mastery Role play

Day 5 Morning:
iQ Retention Curve TM
Shark proof
Introduction, Insulation, Investment
Pre renewal Strategy
Menu’s/Time lines/Stewardship
Retention strategies
Cross sell
Day 5 Afternoon:
iQ Growth Curve TM
Calculating hit ratios
Average Revenue per relationship
Growing your book intelligently
Trading down
20/40/40 Book optimization Formula
Debriefing-3:00 PM-5:00PM Q & A

Upcoming schedule

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