10 self-paced modules. Start at module 1 if you're brand new to insurance, or jump to whichever module covers what you need. By the end of module 10 you can sit down and start dialing.
Modules build on each other. Modules 1-4 cover the insurance world so you understand what prospects do for a living. Modules 5-7 cover what we sell and why agencies need it. Modules 8-10 cover the actual call: opener, qualification, objections, and booking the meeting.
The vocabulary you'll hear on every call. Premium, deductible, policy, claim, bind. What insurance actually is and how money flows.
MODULE 02Captive vs independent vs MGA vs broker. Who you're calling, who you're NOT calling, and why the distinction matters.
MODULE 03Auto, home, umbrella. The lines our ICP focuses on. How agents make money on each, and how renewals work.
MODULE 04Commissions, renewals, retention, book of business. Why follow-up matters in dollars, not platitudes.
MODULE 05CRM, websites, local SEO, AI receptionist, account manager. In plain English, with the value prop for each.
MODULE 06Quote follow-up gap, 5-minute window, after-hours leads, invisible website visitors, referral plateau. The hooks you'll use on calls.
MODULE 07Launch / Build / Command tiers. What's in each, what to quote on a call, and what NOT to mention publicly.
MODULE 08The exact opener. The pivot. The pattern interrupt. What to say in the first 30 seconds.
MODULE 09The 7 questions to ask once they're talking. How to listen for buying signals and disqualify fast.
MODULE 10The 10 most common objections and how to respond. How to land the calendar invite without being pushy.
If you've never sold insurance before, start at the top. The vocabulary in modules 1-4 makes everything else click.