Our Online Agency School has everything you need to train your team, all in one place. And all at a fraction of the cost and time commitment of other programs.



Your Agency School Performance Pack Subscription Includes:

● Unlimited Access to All of Our Online Courses

● Ongoing Access to Future Courses

● Workbooks

● Assessments

● Community of Other Agencies Participating

● Role Playing Videos

● Courses Included - Agency Retention, Agency Growth, Agency Efficiency, Wow Customer Service and Many More




Starts at $295/month

Signature Programs Included


Agency Ascend: Insurance Leadership Training


AppX Time Management 3.0/ REVAMPING to Agency Efficiency 4.0, Launching April 15th, 2025!




Agency Efficiency 4.0/ Revamp of AppX Time Management 3.0, Launching April 15th, 2025!




Coming Soon! Launching April 15th!


Agency Retention 3.0

Revamp of AppX Retention - Newest Course to Utilize!

Agency Growth 2.0

Revamp of AppX Sales - Newest Course to Utilize!

AppX Sales - Commercial



Plan & Execute: How to Build Your Agency Success Roadmap


WOW Customer Service



10 Ridiculously Amazing Processes & Training


Insurance Hiring, Onboarding, & Retaining Staff Playbook


How to Cross Sell Life Insurance
How to Cross Sell Insurance



How to Explain & Sell Top Insurance Coverages


2025 Insurance Agency Annual Strategic Plan


Build Your Agency's Annual Plan



Converting Inbound Calls Into Opportunities Course


How to Reduce Insurance Remarketing Without Hurting Your Retention
How to Handle Rate & The Hard Market


Check Out Our Agency Process Packs!


Is your agency in need of processes and procedures that maximize your agency’s opportunities and create a ridiculously amazing customer experience? We have you covered.

What’s included?

  • Tailor Word Document Processes for Agency’s Training
  • Best Practices Mini E-course for Team Development
  • Supplemental Templates to Build Processes


*These individual packs are purchased outright for a one time fee sold seperately and yours to keep for life! (non program clients only)*

6 Strategies to Make Your Agency Ridiculously Amazing and the Plan To Get There
Building Agency Job Descriptions For Every Role In Your Agency


Win Back Unsold Quotes with Automation, Scripts, & Process


Setting Agency Growth Goals For Every Role In Your Agency



Insurance Receptionist: Phone Greeting, Transferring & Screening Process


Client Management: System Documentation



How To Handle Payments & Suggest Insurance EFT, Pay in Full, or ACH


Insurance Cancellation Request Process



Proof of Insurance Process: Auto ID Cards, Certificates, & EOI


Insurance Endorsements: Auto & Home Endorsement Checklist

New Business Process Playbook



Insurance Renewal Process



Insurance Rewrite Process



Insurance Claims Process



The Ultimate Communication Insurance Template Library