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
WOW Customer Service


Revamping to WOW Customer Service 2.0


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WOW Customer Service 2.0


Revamp of Wow Customer Service

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2026 Strategic Planner

Revamp of 2025 Annual Planning Workbook



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Agency Efficiency 4.0

Revamp of AppX Time Management 3.0



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Agency Retention 3.0

Revamp of AppX Retention - Newest Course to Utilize!



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Agency Growth 2.0

Revamp of AppX Sales - Newest Course to Utilize!


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AppX Sales - Commercial



Plan & Execute: How to Build Your Agency Success Roadmap


10 Ridiculously Amazing Processes & Training


Insurance Hiring, Onboarding, & Retaining Staff Playbook


Converting Inbound Calls Into Opportunities Course


How to Cross Sell Life Insurance
How to Cross Sell Insurance



How to Explain & Sell Top Insurance Coverages


How to Reduce Insurance Remarketing Without Hurting Your Retention
Build Your Agency's Annual Plan



How to Handle Rate & The Hard Market


Old Course-Do Not Use-

AppX Time Management 3.0

REVAMPED to Agency Efficiency 4.0 as the Newest Course to Access


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Old Course-Do Not Use-

2025 Annual Strategic Plan

REVAMPED to 2026 Strategic Planner as the Newest Course to Access



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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)*

How To Hire Top Talent Agency




Coming Soon... Launching December 1st, 2025!


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


How To Hire A Virtual Assistant
How To Handle An Upset Insurance Client