Your team cannot run the systems they have never been taught.
The Team Member Course trains your whole staff: owning their seat, service workflows, renewals, and communicating like professionals. $997 per agency, however many people you employ.
Right now, you are the training department.
Every new hire learns by sitting next to someone busy. Every process lives in somebody's memory. So service quality depends on who picks up the phone, renewals depend on who remembered, and you stay glued to the office because you are the only consistent system in the building.
You cannot scale an agency where the owner is the curriculum.
What your team learns.
1 · Own Your Role
What their seat is responsible for, how their work hits agency revenue, and working without being chased.
2 · The Office Rhythm
The daily open and close, the weekly rhythm, clean handoffs between seats, and when to escalate.
3 · Service Workflows
The service request start to finish, documentation that protects everyone, endorsements, and claims support done right.
4 · Renewals and Retention
Why renewals are won early, the renewal review process, account rounding conversations, and saving the at-risk client.
5 · Communicate Like a Pro
Phone and email standards, hard conversations, solving problems before they reach you, and working with carriers.
6 · Become Indispensable
Ownership habits, bringing solutions instead of problems, and a 90-day growth plan for their seat.
24 short video lessons (5 to 8 minutes each) with printable worksheets. Your team works through it on the clock, at their own pace.
Built for employees, not downgraded from owner training.
This is not a cut-down version of what I teach owners. It develops your people as employees: pride in their seat, mastery of their workflows, and the habits that make them the kind of team member you fight to keep.
One price. Your whole roster.
$997 per agency, flat. Two team members or twelve, same price.
And if you want your own training handled too: the Whole-Agency Package adds your seat at the 2-Day Live Intensive, the touch-base call, and the lifetime library for $1,000 more. Most owners take the package.
FAQ
How does my team access it?
Your agency gets course access to share with your staff; everyone works through the same material.
How long does it take?
Most teams finish in 6 to 8 weeks doing 1 module a week on the clock. Faster is fine.
Is this insurance-specific?
Completely. Service workflows, renewals, account rounding, carriers: it is their actual job, not generic office training.
What if I hire someone new next year?
The course does not expire. New hires start at module 1 on day one; it is the onboarding you never had time to build.
Do I need to take it with them?
No. There is an owner's quick-start note showing you how to roll it out and what to inspect weekly.
Can I buy this without the Intensive?
Yes, right on this page. The Package just saves you $497 if you want both.