| Module 3 | Leadership and Self-Awareness | Â |
|---|---|---|
| Lesson 1 | A Starting Point | Â |
| Lesson 2 | Why You Are Here | Â |
| Lesson 3 | Discovering Your Passion | Â |
| Lesson 4 | Discovering Your Passion Worksheet | Â |
| Lesson 5 | Inventing Your Leadership Style | Â |
| Lesson 6 | Taking Responsibility for Your Success | Â |
| Lesson 7 | Leading with Passion | Â |
| Lesson 8 | Creating a Winning Attitude | Â |
| Lesson 9 | Your Agency Story | Â |
| Module 4 | Strategic Planning | Â |
| Lesson 1 | Why Most Agents Plateau and What to Do About It | Â |
| Lesson 2 | So What Makes Successful Agents So Unique? | Â |
| Lesson 3 | The Four Levels of Business Development | Â |
| Lesson 4 | The Myth of the EMyth | Â |
| Lesson 5 | Creating a Self-Running Agency | Â |
| Lesson 6 | Using Org Charts to Turn Dreams into Reality | Â |
| Lesson 7 | Employee Agreements that Work | Â |
| Lesson 8 | Creating a Business Plan for Success | Â |
| Lesson 9 | The Cost of Wasted Time | Â |
| Lesson 10 | Self-Organization Techniques | Â |
| Lesson 11 | Time Management Skills and Maximizing Efficiency | Â |
| Module 5 | Branding | Â |
| Lesson 1 | Building Your Brand | Â |
| Lesson 2 | Building Your Brand Worksheet | Â |
| Lesson 3 | Advertising Your Brand | Â |
| Lesson 4 | The Ultimate Customer Experience | Â |
| Lesson 5 | Differentiating Your Agency | Â |
| Lesson 6 | Office Essentials | Â |
| Lesson 7 | Your Lease Agreement | Â |
| Lesson 8 | Work from Home | Â |
| Module 6 | Marketing and Sales | Â |
| Lesson 1 | Built to Impress Sales | Â |
| Lesson 2 | Developing Your Marketing Strategy | Â |
| Lesson 3 | Project 100 | Â |
| Lesson 4 | Understanding the Competition | Â |
| Lesson 5 | Overcoming Call Reluctance and the Fear of Failure | Â |
| Lesson 6 | It’s Who You Know! Building Your Centers of Influence in Your Community | Â |
| Lesson 7 | Setting Your Sights on Commercial | Â |
| Lesson 8 | Exploring Social Media | Â |
| Lesson 9 | Get Found on Google Search | Â |
| Lesson 10 | Financial Sales Systems that Pay | Â |
| Lesson 11 | Life Sales Made Easy | Â |
| Lesson 12 | Stop Quoting and Start Building Relationships! | Â |
| Lesson 13 | Generating Leads Through Trade Shows and Event Marketing | Â |
| Lesson 14 | The Lost Art of Cold Calling | Â |
| Lesson 15 | The Secret to Referral Systems | Â |
| Lesson 16 | Marketing Ideas to Get Your Agency Growing Again | Â |
| Module 7 | Systems Development | Â |
| Lesson 1 | Creating Meaningful Systems that Work | Â |
| Lesson 2 | Your Employee Management System (EMS) | Â |
| Lesson 3 | The Agent Interview and Lead Generation System | Â |
| Lesson 4 | Your Recruiting System – Lead Sourcing | Â |
| Lesson 5 | Your Interview System – Selecting Your Next Top Producer | Â |
| Lesson 6 | Your Hiring and Selection Process | Â |
| Lesson 7 | Your Review, Training and Motivation System | Â |
| Lesson 8 | Your Firing System – When It’s Time to Move On | Â |
| Lesson 9 | Office Manuals and Procedure Guides | Â |
| Lesson 10 | Technology and the Modern Insurance Agent | Â |
| Lesson 11 | Your Sales System | Â |
| Lesson 12 | Your Retention System | Â |
| Lesson 13 | Your Accounting System | Â |
| Lesson 14 | Your Quality Control System | Â |
| Module 8 | Staff Development | Â |
| Lesson 1 | The Dysfunctional Leader | Â |
| Lesson 2 | The Dysfunctional Leader Worksheet | Â |
| Lesson 3 | Staffed to Grow | Â |
| Lesson 4 | Hire the Right People and Teach Them the Right Things to Do | Â |
| Lesson 5 | Invest in Quality People | Â |
| Lesson 6 | Creating a Culture of Success | Â |
| Lesson 7 | Compensation Programs that Motivate | Â |
| Lesson 8 | Awaken Your High-Performance Team | Â |
| Lesson 9 | Getting Your Experienced Staff Engaged | Â |
| Lesson 10 | The Leader Inside Your Office Manager | Â |
| Lesson 11 | Setting Expectations and Demanding Accountability | Â |
| Lesson 12 | Installing Ethics and Leading With Integrity | Â |
| Lesson 13 | Staff Meetings that Ignite | Â |
| Lesson 14 | Resolving Conflict and Frustrations | Â |
| Lesson 15 | The Power of Self-Evaluation | Â |
| Lesson 16 | Your Staff as Raving Fans | Â |
| Module 9 | Client Retention | Â |
| Lesson 1 | Driving Customer Retention | Â |
| Lesson 2 | Why Customers Leave and What to Do About It | Â |
| Lesson 3 | Know Your Customer or Lose Them | Â |
| Lesson 4 | Service After the Sale | Â |
| Lesson 5 | Under Promise and Over Deliver | Â |
| Module 10 | Finance | Â |
| Lesson 1 | Finance 101 – OK, I Own a Business, Now What? | Â |
| Lesson 2 | Understanding Business Finance | Â |
| Lesson 3 | Following the Right Financial Path | Â |
| Lesson 4 | Too Much Month and Not Enough Money | Â |
| Lesson 5 | Tax Planning Strategies for Insurance Agents | Â |
| Lesson 6 | Making Solid Investments for Growth | Â |
| Lesson 7 | Accounting Fundamentals | Â |
| Module 11 | Life Balance | Â |
| Lesson 1 | What’s Important Now | Â |
| Lesson 2 | What’s Important Now Questionnaire | Â |
| Lesson 3 | Balance is the Key to Long Term Success | Â |
| Lesson 4 | The Power of Perception | Â |
| Lesson 5 | Your Bucket List and Having Time | Â |
| Lesson 6 | Stay True to Your Dream | Â |
| Lesson 7 | Priorities and Living Life with no Regrets | Â |
| Lesson 8 | 100 Steps to a Successful Agency |
Jeff Hastings, ALM, LUTCF
Proven background in helping insurance agency owners and executives solve their most frustrating and complex problems.
Individual and Group Coaching Available
Whether you prefer the personalized attention of one-on-one coaching or the dynamic experience of group coaching, we have the right option for you. Our individual coaching provides focused support tailored specifically to your needs, allowing for deep exploration and personalized guidance. On the other hand, our group coaching offers the opportunity to connect with like-minded individuals, learn from each other’s experiences, and build a supportive network. Whichever option you choose, our experienced coaches will help you unlock your potential and achieve the results you desire. Join us today and embark on a transformative coaching journey.
Coaching for Insurance Agents by Insurance Agents
Our business coaches understand the unique challenges faced by insurance agency owners and have developed industry-specific content and programs to address these issues effectively. With their expertise and experience, they can provide tailored solutions and guidance to help insurance agency owners solve problems quickly. Whether it’s improving sales and marketing strategies, streamlining operations, or maximizing customer retention, our coaches have the knowledge and resources to assist insurance agency owners in achieving their goals efficiently. By leveraging their industry-specific expertise, our coaches empower insurance agency owners to overcome obstacles and drive their businesses towards success.
Group Coaching
*From $100 per month
| Price | Group Size | Meeting Frequency | |
|---|---|---|---|
| $100pp | 10 – 15 | Bi-Monthly | |
| $150pp | 5 – 9 | Bi-Monthly |
Individual Coaching
From $500 per month
| Price | Coach | Meeting Frequency | Â |
|---|---|---|---|
| $500 | New Client – first 6 months | Twice per month | |
| $1000 | Bronze | Weekly + 0 hours | |
| $1500 | Silver | Weekly + 4 hours | |
| $2500 | Gold | Weekly + 10 hours |
Building a Business that Gives Life Meaning: For INSURANCE AGENTS
So You Want to be an Insurance Agent
Course by Author Jeff Hastings based on his best-selling book, So You Want to be an Insurance Agent. While existing agents can benefit from the material taught in this course, it is intended to help prospective agents/producers/employees determine if this career is right for them. Perfect for district managers and recruiters to use throughout the selection and training process!In this course, you get:
- All of the data in the book – and MORE!
- Updated information not found in the hard-copy book
- A PDF to download for future reference
- Downloadable forms, documents, and guides to assist you in your career
- An audiobook to take with you on the go!
Â
| Module 1 | Foreword | Â |
|---|---|---|
| Lesson 1 | So You Want to be an Insurance Agent | Â |
| Lesson 2 | Foreword | Â |
| Module 2 | Introduction | Â |
| Lesson 1 | Introduction | Â |
| Module 3 | Part I – Discovering Your Passion | Â |
| Lesson 1 | Discovering Your Passion | Â |
| Module 4 | Part II – The Basics | Â |
| Lesson 1 | The Basics | Â |
| Lesson 2 | Company Formation | Â |
| Lesson 3 | Licensing | Â |
| Lesson 4 | Bank Accounts, Records and the IRS | Â |
| Lesson 5 | Payroll Services | Â |
| Lesson 6 | Do You Have What it Takes? | Â |
| Lesson 7 | Do You Have What it Takes – Results | Â |
| Lesson 8 | Cash Reserves, Start-Up Expenses and a Whole Lot of Effort | Â |
| Lesson 9 | Making the Leap | Â |
| Module 5 | Part III – Getting Started | Â |
| Lesson 1 | Getting Started | Â |
| Lesson 2 | Captive Agency System | Â |
| Lesson 3 | Independent Agency System | Â |
| Lesson 4 | Direct Writers | Â |
| Lesson 5 | Distribution Summary | Â |
| Lesson 6 | Top Writers of Property & Casualty Insurance | Â |
| Lesson 7 | Insurer Comparison Charts | Â |
| Lesson 8 | Market Share Report | Â |
| Lesson 9 | State Farm | Â |
| Lesson 10 | Allstate | Â |
| Lesson 11 | Farmers Insurance Group | Â |
| Lesson 12 | Nationwide | Â |
| Lesson 13 | Franchise Model | Â |
| Module 6 | Part IV – Your Vision for Success | Â |
| Lesson 1 | Your Vision for Success | Â |
| Lesson 2 | Your Organizational Chart | Â |
| Module 7 | Part V – The Four Levels of Business Development | Â |
| Lesson 1 | The Four Levels of Business Development | Â |
| Lesson 2 | So What Makes the Elite Agents So Unique? | Â |
| Lesson 3 | Hastings Hierarchy of Business Development | Â |
| Lesson 4 | Invest in Your Agency | Â |
| Lesson 5 | Agent Interview and Lead Generation System | Â |
| Module 8 | Part VI – Creating Your Sales System | Â |
| Lesson 1 | Built to Impress Sales | Â |
| Lesson 2 | Your Sales System | Â |
| Lesson 3 | Your Target Market Explained | Â |
| Lesson 4 | Attitude and Your Sales Performance | Â |
| Lesson 5 | You Never Get a Second Chance to Make a First Impression | Â |
| Lesson 6 | Agency Branding | Â |
| Lesson 7 | Social Media Made Easy | Â |
| Lesson 8 | Working with Realtors® and Mortgage Companies |  |
| Lesson 9 | Lead Generation Tools | Â |
| Lesson 10 | Stop Quoting and Start Building Relationships | Â |
| Lesson 11 | It’s the Relationship That Makes the Difference |  |
| Lesson 12 | Value Selling | Â |
| Lesson 13 | The Multi-Policy Sale (Cross-Sell) | Â |
| Lesson 14 | Trade Shows and Special Event Marketing | Â |
| Lesson 15 | The Extremely Important Life Sale | Â |
| Lesson 16 | Women and the Buying Decision | Â |
| Lesson 17 | Cross-Selling Made Easy | Â |
| Lesson 18 | Stop Cold Calling | Â |
| Lesson 19 | Why Customers Leave | Â |
| Module 9 | Part VII – Hire the Right People | Â |
| Lesson 1 | Hire the Right People | Â |
| Lesson 2 | Online Profiles to Select the Right People the First Time | Â |
| Lesson 3 | Develop an Effective Recruiting System | Â |
| Lesson 4 | Invest in Quality People | Â |
| Lesson 5 | Create a Game Your Employees Want to Play | Â |
| Lesson 6 | The Interview | Â |
| Lesson 7 | Why Employees Leave | Â |
| Module 10 | Part VIII – Develop Your Winning Team | Â |
| Lesson 1 | Develop Your Winning Team | Â |
| Lesson 2 | Breed Healthy Competition | Â |
| Lesson 3 | Technology and the Modern Insurance Agent | Â |
| Module 11 | Part IX – Balance is Key to Your Success | Â |
| Lesson 1 | Balance Is the Key to Long-Term Success | Â |
| Module 12 | Part X – Where to Go from Here | Â |
| Lesson 1 | Where Do We Go From Here? | Â |
| Module 13 | Part XI – Tools to Help You Land Your New Career | Â |
| Lesson 1 | Forms and Documents | Â |
| Module 14 | Survey: So You Want to be an Insurance Agent Course | Â |
| Lesson 1 | Survey: How was the Course? |
What others are saying about Jeff Hastings and Ivy Consulting Group
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Jeffrey is an amazing and humble man. He is a genius with regards to helping me understand where I can best serve the insurance industry. He immediately helped me realize where my strengths can add value and provided guidance with the steps to take in order to instantly maximize my exposure so I can scale my business. I am working toward making the changes based on his guidance, instructions and directions. His coaching method is refreshing, genuine and comprehensive. The value far exceed the price paid.
If you are in the insurance industry and are looking for a top notch coaching company to work with, Jeffrey L. Hastings and Ivy Consulting Group is who you want to contact.
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I had the privilege of speaking with Jeff recently and I was just blown away! The amount of time he took listening to me and finding out who I am and what makes me tick was really impressive. He really believes in helping people, not just helping people grow professionally. Finding out the why behind why someone does something speaks to his emotional intelligence and ability and true desire to make a difference in the life of the person to whom he is speaking. As I told him, I would 1000% recommend working with Jeff!
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I went to school with Jeff at Harvard for a Master's Degree in Industrial Psychology. Very sharp mind with great insights into how people truly function. Very driven while remaining able to work at different speeds depending on who he's working with. Highly recommended.
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When one reads the history of Jeff's work experience it is extremely impressive, yet this is not what truly sets Jeff apart from other Business Coaches in the world. What truly sets Jeff apart from others is his personal story and his journey to where he is today. Having been one of the most successful District Managers with Farmers Insurance to only lose what is really important, family, faith and health, Jeff has now taken a hard look at this and turn his business upside down putting Faith, Family and Heath at the forefront of his business. Jeff's book, My Most Successful Failure, is a must read for anyone whether in business or a person climbing the corporate ladder if having it all is important to you. Jeff now passionately coaches others on how to have it all.
John M. Clark
Client of Jeff
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Jeff has been one of those men in my life that absolutely transformed the direction on this earth. He is an incredible person, father, husband, and servant leader. I will always be grateful to him in allowing me to take on my journey 20years ago. He has been a mentor, friend, and absolutely someone that holds the qualities that any person would want. These are just a few reasons why I would recommend Jeff. Thank you for what you did for me 20years ago when I was 20years of age.
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Jeffrey is a natural born leader. I studied with him at the Harvard Extension School and I credit most of my success in the course to his help. He generously helped all of his colleagues with the course material, he would often provide summaries and answer questions as well as meet with those who struggled. Jeffrey is very organized and tailors his delivery according to the student level and comprehension. The approachable atmosphere he created allowed for students to deliberate freely and feel safe asking simple questions. On a more personal note, he also managed to reassure my fears during the semester which boosted my confidence resulting in a favorable outcome. I definitely see Jeff in a teaching and mentoring position for both his patience and high awareness of the audience will prove invaluable.
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The genius of Jeff's teaching ability stems from the fact that he talks with you, rather than at you. He took the time to find out about my own interests in order to create personal analogies to help me solve complex problems. I can't even remember the last time a teacher took that kind of care to find out how I learn. I met Jeff while attending Harvard with him and my only regret is that I didn't meet him sooner.
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Jeff is a consummate professional! His passion for what he does and contribute to the insurance industry in general is immeasurable. If everyone shared the same enthusiasm and fervor for accomplishing great things with agents, clients, and company individuals alike that Jeff does, the entire industry would be something different than what it is today! I highly recommend them for any sort of professional position within the insurance industry as he has much left to contribute and provide others in his journey!
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Jeff is always someone I look to for great insights and ideas. He first listens, then guides my team and I through his mentoring and coaching skills. Offering support during my start-up phase was not only helpful but saved me money due to the planning and attention to detail he offered. Being a business owner has its challenges, but having Jeff as a partner will help create a winning environment. Thank you, Jeff, for all yo do.
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Jeff is very detail-oriented offering always the best advice as a District Manager, Coach, Mentor and Friend. If you need his help or from his Staff to be coach and be successful go to his webpage. https://ivyconsultinggroup.org
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Jeff is a visionary who sees possibilities and turns them into reality. His enthusiasm for other people and their ideas is contagious -- you can't help but want to join in the fun. As president of Chart House Press, he bypasses the red tape of the publishing industry and gets projects done quickly.
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I have had the pleasure of working with Jeff on a number of different publishing projects over the past couple of years. Not only is Jeff a leading expert in the insurance industry, but he is also a true innovator in the publishing world. I look forward to working with him again in his new role as President of ICG!
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I have been associated with Jeff professionally for over 20 years, and have worked especially closely with him for the past year. Jeff cares deeply about helping others to succeed, and will put in long hours to support others on their journey to success. His enthusiasm inspires me, and I highly recommend him to anyone considering using his services.
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Jeff is a true entrepreneur who cares about people. He works because he loves to assist others and network. His ideas are designed to improve your business life which in turn allows you to follow your own dreams. He is a wonderful person who does what he says. If you spend enough time with him, your life will improve. I highly recommend anyone who needs coaching, publishing and/or printing uses Jeff's companies.
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This man has an amazing capability to inspire everyone he meets! Learned so much from him in the short time I had with him.
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Jeff is not only a great and reliable perfectionist but also an inspiring strategist. Jeff is also one of the most dedicated professionals through his work at Farmers Insurance as a District Manager. He has been my mentor if he knows it or not, for years with expertise and knowledge. The effect is staggering on how it’s helped me. I am notorious for being the charismatic leader in my district and I attribute much of that from a simple teaching of his. I would recommend Jeff very highly if you are given the opportunity in becoming one of his agents
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Jeff is one of the a great and reliable perfectionist but also an inspiring strategist and great mentor also talking with Jeff personally I've found him to be as sincere as he is knowledgeable. I personally read all his books,
GOD BLESS YOU JEFF
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I met Jeff at Harvard. We took classes together . He was a great team player and leader. He is extremely positive and motivating. We all enjoyed working with him. He always supported everyone and helped us stay on track. He never hesitated to share his knowledge and expertise. I have no doubt with his personality and attitude he will succeed in any position he leads. He has excellent communication skills and is a people’s person. He values friendships so much and manages to stay in touch.
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Jeff is the type of person that you meet and will change your life. I had the pleasure of being recruited and trained by Jeff while he was a Reserve District Manager for Farmers Insurance Group. Jeff takes a genuine interest in his recruits and stops at nothing to see that they succeed. His tireless efforts show in the financial rewards of the people he serves. His passion for serving others coupled with the marketing, sales and recruiting skills are the ingredients for success. Keep making dreams come true.
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Jeff has excellent communication and motivational skills. His problem solving abilities reach a rarely achieved level.
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Not only have I used Jeff's materials but in calling and talking with Jeff personally I've found him to be as sincere as he is knowledgeable. I'm certain his training at EMyth and new status as President of Ivy Consulting Group will produce even greater results!
Rich Winters, Former District Manager, Agent
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Jeff wrote the book on how to be an insurance agent. I called and spoke with him in person and he was very helpful. I would recommend him to anyone wanting to get in the insurance business.
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Jeff knows what he's doing. His counsel is insightful and experienced - every one of my interactions with Jeff leaves me better for the time spent with him. If you're looking for expertise on how to dramatically improve a complex sales organization, Jeff is the right place to start.
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Jeff is a leader in his field and has inspired me to reach out and try new and rewarding systems to build my agency. He has the personality and leadership to get extraordinary achievement from ordinary people. Many thanks to Jeff for his encouragement and support to me even though I am not a part of his team and live miles away. That is just the kind of leader and person he is!!!!
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Jeff Hastings is definitely a person you need to know. He's a model for success and is an inspiration to some of the most successful Farmers agents in Texas. He's also been a positive influence on our company often sharing his experiences and offering sales and marketing strategies. Whether he’s your customer, your business partner, or even a mentor, Jeff is absolutely someone you want in your circle of influence.
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