You Don’t Need Another Sales Rep—You Need a Leadership System That Drives Performance

We help insurance agencies train stronger reps and develop internal sales leadership—so production scales without your constant involvement.

Is Your Sales Process Leaking Revenue?

We work with outbound sales teams (especially in insurance) to pinpoint where their sales process is leaking revenue and show them exactly how to fix it.

Through a 60–90 minute expert-led review, we identify what's working, what’s not, and how to close more deals without needing more leads or more reps.

Why Agencies Choose The Audit

Activate agents as lead generators using their own opt-in pages and outreach system.
Eliminate wasted leads by teaching agents how to connect, educate, and close online.
Build a consistent, measurable sales process that improves close rates and follow-up.
Increase performance without increasing headcount or ad spend.

Let’s identify where your agents are leaving revenue on the table and show you how to fix it.

What You’ll Get In The Audit

A full review of your team’s current sales process and performance.
A breakdown of what’s working, what’s not, and where deals are being lost.
A custom action plan to increase close rates—without needing more leads or new hires.
Messaging insight: how your reps are coming across, and how to fix it.
A system-based recommendation on how to sell socially, follow up better, and close faster.

You’ll leave the session with real answers. Not vague feedback.

What Makes This Different

Not coaching. Not training. Just clarity.

This isn’t a sales training pitch.

This isn’t a “free strategy call.”

And this isn’t just motivation.

This is a no-fluff, data-informed audit that gives you clear visibility into your sales team and what it’ll take to win consistently.

Most consultants talk theory. We show you what’s real, what’s working, and what’s costing you money. Right now.

Know Exactly Why Your Sales Team Isn't Closing and What to Do About It

Your team has the leads.

You've got the right tools.

You've invested in training before.

So why are those rates still low?

For most insurance agencies, the issue isn't lack of effort. It's lack of clarity.

Reps don't know what to say.

Follow-up is inconsistent.

And there's no system holding it all together.

That's where the Sales Performance Audit comes in.

This isn't coaching. It's diagnostic. We find the gaps. We show you what to fix and we give you the path to higher performance.

The Sales Performance Audit is $497

Most teams uncover tens of thousands in missed revenue opportunities.

It’s not free because the value is real. And for most of our clients, that $500 reveals tens of thousands in missed opportunities. You’re not paying for inspiration.

You’re paying for clarity. For strategy. For results.

What Our Clients Say

Real results from real teams.

"I was able to close 3 successful sales deals in my business after joining the program."

Evelyn Matthews

Personal Development Coach

"Hands down the best investment I've ever made."

Judaea Morris

Marketing Strategist

Ready to stop guessing and start closing?

Click below to book your Sales Performance Audit and let’s turn your team into the closers they were meant to be.

STILL NOT SURE?

Frequently Asked Questions

Is this a free audit?

No. The audit is $500 because we’re not just reviewing your team, we’re giving you an expert-backed roadmap to increase your close rate.

What happens after the audit?

You’ll get a tailored action plan. If you want us to help your team implement it, we offer paid workshops.

Can we use this for just one rep or the whole team?

We typically review team performance overall, but we can focus on specific reps if you'd like.