Staff Handbook

Unlock Success with the Staff Handbook's No-Compete Clause and Valuable Insights

Welcome to the Staff Handbook, the ultimate resource for equipping your team for success. This comprehensive manual is specifically designed to facilitate seamless onboarding of new team members and ensure ongoing excellence among your existing staff. Discover the powerful advantages the Staff Handbook brings to your agency.

Invest in your agency's success – get your copy of the Staff Handbook now!

The Staff Handbook is more than just a manual; it's your key to a thriving agency culture and legal protection. The main selling point of this handbook is its professionally crafted no-compete clause, created by an attorney and successfully enforced on multiple occasions. With this clause, you can safeguard your business and prevent key employees from leaving to compete against you. Imagine the peace of mind and security this brings to your agency.

This invaluable no-compete clause is just the beginning. The Staff Handbook also provides you with meticulously developed policies, procedures, and guidelines that streamline operations and ensure compliance with state labor laws. Customize the content to align with your specific state labor laws, tailoring the handbook to meet your agency's unique needs.

But that's not all. By implementing the Staff Handbook, you provide your team with clear expectations, consistent guidelines, and the tools they need to excel. Improve productivity, enhance communication, and deliver outstanding client experiences. It's a $3,000 value that we're offering at a great deal, providing you with an immense return on your investment.

  • Professionally crafted no-compete clause, valued at $3,000

  • Meticulously developed policies, procedures, and guidelines

  • Facilitate seamless onboarding and ongoing excellence

  • Streamline operations and maintain compliance

  • Foster a thriving agency culture and secure your business

Don't take my word for it, look at what other agents are saying.

Implementing the Staff Handbook transformed our agency. The no-compete clause alone provided us with the peace of mind we needed to protect our business. It's a game-changer!
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Utah Agent
The Staff Handbook exceeded our expectations. The customizable content allowed us to align with our state labor laws effortlessly. Our team is now more efficient and productive than ever.
John T.
California Agent
I highly recommend the Staff Handbook to any agency owner. The insights and guidelines provided have elevated our team's performance and created a positive work environment.
Portrait of Jennie
Lisa S.

Order the Staff Handbook today and unlock the invaluable advantages it offers. Equip your team for success, protect your agency's interests, and foster a thriving work environment. Don't miss out on this opportunity to optimize productivity and drive outstanding client experiences. Get your copy now!

Table Of Contents

Section 1: Your Why
50 Habits of Successful People
10 Characteristics of Average People
Rules for a Successful Agency
10 Commandments for Effective Sales
Team Statement
Our Philosophy

Section 2: Telephone & Email Skills
19 Shocking Statistics That Will Change the Way You Sell
Telephone Skills
10 Opening Phrases to Use in Your Next Email
Phone Answering
Annual VIP Phone Script
Company Fax Numbers for Cancellation Requests

Section 3: Lapse/Can Strategies
Win-back Letter Template
Win-back Call Script
Leave the Lights on Letter Template

Section 4: Auto + Home
Previous Insurer Cancellation Request
Auto Quote Intake Sheet
Letter to Preferred Service Shops
Special Personal Property Limits
Home/Rental Dwelling/Rental Intake Sheet

Section 5: Liability
Sample State Statute
Liability Limits Conversation Approach

Section 6: Life
How to Prepare for a Life Insurance Medical Exam
How to have Permanent “Bucket” Conversations with Clients
How to have Term “Stair” Conversations with Clients
Combating Dave Ramsey & Suzy Orman “Buy Term & Invest the
8-Step Discussion Guide
Life Insurance Appointment Phone Script
Selling Life off of Auto & Fire Transactions
What is the Max amount of Life Insurance that can be issued?
What can a Person Afford?
Letter to Attorney Template

Section 7: Health
How to sell Medicare Supplement Plans

Section 8: F.O.R.M.
Process for Annual Financial Reviews with Customers

Section 9: Characteristics & Competencies
Agent/Team Competency Evaluation
40 Days To Training Your Team Members

Section 10: Partner Resources
Resource Library


Working in today’s 21st-century insurance agency requires a unique skill set. Insurance Agents need to work SMART not just HARD. Your companies tell you to go, go, go and sell, sell, sell; but give you little tools or relief to do the heavy lifting required to be successful. This training manual is the beginning of a tool kit you can use to organize yourself, create the correct vision and get the right actions going to enjoy your job, do it well and make a lot of money in the process.

Did any of you take Chemistry in High School or College? If so you will have learned that water boils at 212 degrees. You also know that water isn’t more boiled at 250 degrees or 300 degrees. If you took Physics you learned about Newton’s Law of Diminishing Returns”, which states that more effort does not necessarily equate to more results. There is a point where more heat doesn’t mean that the water is more boiled. It still is just “boiled” and the extra effort or energy was wasted. Water boils at 212 degrees. So rather than waste more energy, just use the right amount of energy to get the job done you are tasked at doing, which is boil water. The same goes with selling. There is a hard way to do it that will make you average at best; or there is a SMART way of doing it that can help you and your team be very successful. Let’s figure out what the right amount of energy is so your efforts are never wasted.

The following material is designed to help you get your mind right. It is important to understand your “Why” before you understand your “What”. Start with what makes you tick. What do you believe and how does that affect how you approach cold calls, internet leads, referral partners, sales leaders, employees, and the host of other things that ask for your attention? Once you have created your list of “Ism’s” or “Commandments” or your “Code”—whatever you call it, you can then begin to dial down on what need to be done and how you are going to get there.

This manual will not cover everything, but it is enough to help you get headed in the right direction and create motion on your part. There are better days ahead. Start with this and commit to being a student for life. No knowledge is wasted knowledge unless you don’t put it into action!

Welcome to the team,
Insurance Agency Training Educators

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