Get selling-ready
Sales setup guidance
Organize your sales process, preparation, and essential materials so you can start building your business with confidence.
Practical digital sales training for licensed insurance agents. Choose live online boot camps or on-demand video classes: product knowledge, lead generation, sales techniques, and the scripts + lead playbook our agents use every day.
For licensed insurance agents only. This is digital sales education, not licensing, certification, legal, financial, or compliance advice.

"I wrote 14 policies my first month."
— Marcus D., graduate, Tampa FL
Digital sales training taught by active insurance agents — available as live boot camps or on-demand classes you can watch anytime. Every session is recorded so you can review it on your schedule.
Get selling-ready
Organize your sales process, preparation, and essential materials so you can start building your business with confidence.
Know the products
Parts A–D, Advantage vs. Supplement, drug plans, and how to match the right product to each client.
Fill your pipeline
Build a pipeline all year: referral systems, online leads, and the channels that actually convert.
Close the appointment
Run a sales appointment start to finish — discovery, needs analysis, presentation, and closing.
What to say
Word-for-word phone and in-home scripts, objection handling, and the lead playbook our agents use daily.
How you take it
Join 4 live cohorts each month (nights & weekends), or watch the on-demand classes on your own schedule — recordings are always available.
Pay in full or split your training into 3 monthly payments. Add the Mentor Membership for $29 a month, start with the Quick Start Guide, or grab the complete bundle and save $269.
Everything at once: live + on-demand training, the Quick Start Guide E-Book, and a full year of Mentor Membership. One payment covers it all.
Digital sales training · Live or on-demand
$600$497one time
Was $600 — pay in full today and save $103. Includes live boot camps plus on-demand classes.
Membership
Monthly member benefits for licensed agents
$29/month
Recurring monthly billing. Refundable within 14 days if unused — cancel anytime.
You'll be billed $29 every month. Refundable within 14 days of a payment if you haven't used the service. Cancel in the prior month to avoid the next charge.
Downloadable E-Book
$24.99one time
Instant download after purchase.
On-demand video classes coming soon.
Talk to an advisor first, or skip the call and grab one of the remaining seats.
Prefer on-demand? Watch on your schedule
Your enrollment includes access to the on-demand class library — the same curriculum as the live boot camp, recorded so you can watch, pause, and replay anytime. Can't make a live cohort? Request info and we'll send the full on-demand access details.
Ready now? Seats are limited per cohort.
$600 $497 paid in full (save $103), or 3 monthly payments of $175.
See payment optionsCall us and we'll tell you honestly whether this training fits where you are today.
318.475.5842