Use Technology to Sell More

Join us for an immersive 2-day workshop here in our office. Get hands-on training in advanced sales techniques, digital marketing, and more!

Reserve Your Seat Now Course Details

Advanced Sales Academy

This live workshop will give you the tools, training, and skills you need to grow your business in 2017.

Each session is packed with actionable tips you can use to increase your sales right away. In fact, as part of the course, you’ll get 20 qualified life insurance leads provided by our workshop sponsors. You can start calling them right away.

We’ve sold tens of thousands of policies online since 2003. For the first time ever, we’re opening the doors to show you how we did it. You’ll get the same tools and techniques we give the agents in our office. Using these strategies, they’ve gone on to shatter office sales records, to the tune of closing $74,280 in life insurance sales in a single month.


Pinney Insurance, Roseville, CA


$2,500 - includes course tuition, food, and lodging (a $500 value)


Get 20 qualified life insurance leads (a $500 value)

Course Objectives

Immersive sessions with live demos, Q&A, and hands-on training will teach you:

  • How to manage leads, from first contact to follow-up
  • How to handle objections, with proven sales scripts
  • How to define and differentiate your unique value proposition
  • How to provide effective quotes and product positioning
  • How to focus your time for maximize your workflow
  • How to measure progress with relevant goals and benchmarking

These strategies will help you standardize, systematize, and automate your workflow. Once you implement them, your business will be scalable - and primed for growth.

Course Content

You’ll get everything you need to learn and apply the methods discussed. No surprises or guesswork – just the good stuff:

  • One-year subscription to Insureio at the Standard level (a $600 value)
  • 20 qualified life insurance leads (a ($500 value)
  • 12 monthly mentor calls to keep you on track – one call per month, with an hour’s worth of feedback, guidance, brainstorming, and Q&A where you can ask specific questions about your business ($3,000 value)
  • Skill-building exercises including role-playing and critiquing actual sales calls
  • Anatomy of a Virtual Sales Call
  • How to Schedule Your Day for Maximum Success
  • Case Studies: How to Close $100,000 in Life Insurance Sales in One Month, How to Close $74,280 in Life Insurance Sales in One Month

The tools, scripts, and workbooks in this list will help you do two things: convert prospects into clients, and turn clients into advocates. Insureio’s automated workflow can help you create distinct sales funnels designed to accomplish these tasks. We’ll show you how we did it, and how you can replicate these funnels in your agency.

Minimum Eligibility Requirements

To enroll, please be sure you meet the following requirements:

  • Licensed for 3+ years
  • Licensed in 2+ states
  • Clean background / VectorOne
  • Ability to be contracted with at least one of the carriers we work with

To keep the course as interactive and valuable as possible, we’re limiting enrollment. If you want to attend and meet the criteria listed above, reserve your seat now!

Sponsored in part by


Sign up now to reserve your seat!