New Agent Cheat Sheets

STARTER

A quick-grab digital and printable playbook for first-year insurance agents. Easy reference for key phrases, call flow, coverages, and tips to sound professional on every call.

Seeking Employment

Get hired faster: research agencies, spot red flags, and interview with confidence.

The Essentials

BESTSELLER

Your complete training. Learn to run sales calls, explain coverages clearly, overcome objections, and close policies with confidence.

The ABC's of Closing

Simple, repeatable conversations that help you ask, handle objections, and get the “yes.”

Breaking into Commercial

How to approach, qualify, and quote your first commercial accounts.

Commercial Agency Ownership

Editable templates with video explanations to set up systems, staffing, and numbers behind running a commercial shop.

Life & Health Basics

Understand products, compliance, and how to explain L&H clearly to clients.

The Power Hour Replays

Watch the replays of all our previous Power Hour sessions. Ideal to keep learning on the go!

The Sales Side

A focused class on what to say and how to say it. Video walkthrough + printable checklist + Bonus Class!

From Exam to Employment

Turn your new license into a job offer: resume, outreach, and interview checklist in one quick class.

Introduction to Sales

A friendly jumpstart: mindset, basics, and what steps to take after getting licensed.

Closing with Confidence

Level up your tone, timing, and objection handling with roleplay-driven tips.