Picture of Jeff Hastings, ALM, LUTCF

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

PriceCoachMeeting Frequency 
$500New Client – first 6 monthsTwice per month
$1000BronzeWeekly + 0 hours 
$1500SilverWeekly + 4 hours
$2500GoldWeekly + 10 hours

Building a Business that Gives Life Meaning: For INSURANCE AGENTS

Module 3Leadership and Self-Awareness 
Lesson 1A Starting Point 
Lesson 2Why You Are Here 
Lesson 3Discovering Your Passion 
Lesson 4Discovering Your Passion Worksheet 
Lesson 5Inventing Your Leadership Style 
Lesson 6Taking Responsibility for Your Success 
Lesson 7Leading with Passion 
Lesson 8Creating a Winning Attitude 
Lesson 9Your Agency Story 
Module 4Strategic Planning 
Lesson 1Why Most Agents Plateau and What to Do About It 
Lesson 2So What Makes Successful Agents So Unique? 
Lesson 3The Four Levels of Business Development 
Lesson 4The Myth of the EMyth 
Lesson 5Creating a Self-Running Agency 
Lesson 6Using Org Charts to Turn Dreams into Reality 
Lesson 7Employee Agreements that Work 
Lesson 8Creating a Business Plan for Success 
Lesson 9The Cost of Wasted Time 
Lesson 10Self-Organization Techniques 
Lesson 11Time Management Skills and Maximizing Efficiency 
Module 5Branding 
Lesson 1Building Your Brand 
Lesson 2Building Your Brand Worksheet 
Lesson 3Advertising Your Brand 
Lesson 4The Ultimate Customer Experience 
Lesson 5Differentiating Your Agency 
Lesson 6Office Essentials 
Lesson 7Your Lease Agreement 
Lesson 8Work from Home 
Module 6Marketing and Sales 
Lesson 1Built to Impress Sales 
Lesson 2Developing Your Marketing Strategy 
Lesson 3Project 100 
Lesson 4Understanding the Competition 
Lesson 5Overcoming Call Reluctance and the Fear of Failure 
Lesson 6It’s Who You Know! Building Your Centers of Influence in Your Community 
Lesson 7Setting Your Sights on Commercial 
Lesson 8Exploring Social Media 
Lesson 9Get Found on Google Search 
Lesson 10Financial Sales Systems that Pay 
Lesson 11Life Sales Made Easy 
Lesson 12Stop Quoting and Start Building Relationships! 
Lesson 13Generating Leads Through Trade Shows and Event Marketing 
Lesson 14The Lost Art of Cold Calling 
Lesson 15The Secret to Referral Systems 
Lesson 16Marketing Ideas to Get Your Agency Growing Again 
Module 7Systems Development 
Lesson 1Creating Meaningful Systems that Work 
Lesson 2Your Employee Management System (EMS) 
Lesson 3The Agent Interview and Lead Generation System 
Lesson 4Your Recruiting System – Lead Sourcing 
Lesson 5Your Interview System – Selecting Your Next Top Producer 
Lesson 6Your Hiring and Selection Process 
Lesson 7Your Review, Training and Motivation System 
Lesson 8Your Firing System – When It’s Time to Move On 
Lesson 9Office Manuals and Procedure Guides 
Lesson 10Technology and the Modern Insurance Agent 
Lesson 11Your Sales System 
Lesson 12Your Retention System 
Lesson 13Your Accounting System 
Lesson 14Your Quality Control System 
Module 8Staff Development 
Lesson 1The Dysfunctional Leader 
Lesson 2The Dysfunctional Leader Worksheet 
Lesson 3Staffed to Grow 
Lesson 4Hire the Right People and Teach Them the Right Things to Do 
Lesson 5Invest in Quality People 
Lesson 6Creating a Culture of Success 
Lesson 7Compensation Programs that Motivate 
Lesson 8Awaken Your High-Performance Team 
Lesson 9Getting Your Experienced Staff Engaged 
Lesson 10The Leader Inside Your Office Manager 
Lesson 11Setting Expectations and Demanding Accountability 
Lesson 12Installing Ethics and Leading With Integrity 
Lesson 13Staff Meetings that Ignite 
Lesson 14Resolving Conflict and Frustrations 
Lesson 15The Power of Self-Evaluation 
Lesson 16Your Staff as Raving Fans 
Module 9Client Retention 
Lesson 1Driving Customer Retention 
Lesson 2Why Customers Leave and What to Do About It 
Lesson 3Know Your Customer or Lose Them 
Lesson 4Service After the Sale 
Lesson 5Under Promise and Over Deliver 
Module 10Finance 
Lesson 1Finance 101 – OK, I Own a Business, Now What? 
Lesson 2Understanding Business Finance 
Lesson 3Following the Right Financial Path 
Lesson 4Too Much Month and Not Enough Money 
Lesson 5Tax Planning Strategies for Insurance Agents 
Lesson 6Making Solid Investments for Growth 
Lesson 7Accounting Fundamentals 
Module 11Life Balance 
Lesson 1What’s Important Now 
Lesson 2What’s Important Now Questionnaire 
Lesson 3Balance is the Key to Long Term Success 
Lesson 4The Power of Perception 
Lesson 5Your Bucket List and Having Time 
Lesson 6Stay True to Your Dream 
Lesson 7Priorities and Living Life with no Regrets 
Lesson 8100 Steps to a Successful Agency

So You Want to be an Insurance Agent

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!


Module 1Foreword 
Lesson 1So You Want to be an Insurance Agent 
Lesson 2Foreword 
Module 2Introduction 
Lesson 1Introduction 
Module 3Part I – Discovering Your Passion 
Lesson 1Discovering Your Passion 
Module 4Part II – The Basics 
Lesson 1The Basics 
Lesson 2Company Formation 
Lesson 3Licensing 
Lesson 4Bank Accounts, Records and the IRS 
Lesson 5Payroll Services 
Lesson 6Do You Have What it Takes? 
Lesson 7Do You Have What it Takes – Results 
Lesson 8Cash Reserves, Start-Up Expenses and a Whole Lot of Effort 
Lesson 9Making the Leap 
Module 5Part III – Getting Started 
Lesson 1Getting Started 
Lesson 2Captive Agency System 
Lesson 3Independent Agency System 
Lesson 4Direct Writers 
Lesson 5Distribution Summary 
Lesson 6Top Writers of Property & Casualty Insurance 
Lesson 7Insurer Comparison Charts 
Lesson 8Market Share Report 
Lesson 9State Farm 
Lesson 10Allstate 
Lesson 11Farmers Insurance Group 
Lesson 12Nationwide 
Lesson 13Franchise Model 
Module 6Part IV – Your Vision for Success 
Lesson 1Your Vision for Success 
Lesson 2Your Organizational Chart 
Module 7Part V – The Four Levels of Business Development 
Lesson 1The Four Levels of Business Development 
Lesson 2So What Makes the Elite Agents So Unique? 
Lesson 3Hastings Hierarchy of Business Development 
Lesson 4Invest in Your Agency 
Lesson 5Agent Interview and Lead Generation System 
Module 8Part VI – Creating Your Sales System 
Lesson 1Built to Impress Sales 
Lesson 2Your Sales System 
Lesson 3Your Target Market Explained 
Lesson 4Attitude and Your Sales Performance 
Lesson 5You Never Get a Second Chance to Make a First Impression 
Lesson 6Agency Branding 
Lesson 7Social Media Made Easy 
Lesson 8Working with Realtors® and Mortgage Companies 
Lesson 9Lead Generation Tools 
Lesson 10Stop Quoting and Start Building Relationships 
Lesson 11It’s the Relationship That Makes the Difference 
Lesson 12Value Selling 
Lesson 13The Multi-Policy Sale (Cross-Sell) 
Lesson 14Trade Shows and Special Event Marketing 
Lesson 15The Extremely Important Life Sale 
Lesson 16Women and the Buying Decision 
Lesson 17Cross-Selling Made Easy 
Lesson 18Stop Cold Calling 
Lesson 19Why Customers Leave 
Module 9Part VII – Hire the Right People 
Lesson 1Hire the Right People 
Lesson 2Online Profiles to Select the Right People the First Time 
Lesson 3Develop an Effective Recruiting System 
Lesson 4Invest in Quality People 
Lesson 5Create a Game Your Employees Want to Play 
Lesson 6The Interview 
Lesson 7Why Employees Leave 
Module 10Part VIII – Develop Your Winning Team 
Lesson 1Develop Your Winning Team 
Lesson 2Breed Healthy Competition 
Lesson 3Technology and the Modern Insurance Agent 
Module 11Part IX – Balance is Key to Your Success 
Lesson 1Balance Is the Key to Long-Term Success 
Module 12Part X – Where to Go from Here 
Lesson 1Where Do We Go From Here? 
Module 13Part XI – Tools to Help You Land Your New Career 
Lesson 1Forms and Documents 
Module 14Survey: So You Want to be an Insurance Agent Course 
Lesson 1Survey: How was the Course?

What others are saying about Jeff Hastings and Ivy Consulting Group

La-Tanya Bynum
La-Tanya BynumPreparing to Serve Better
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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.
Cole Martin
Cole MartinD3 Insurance Agency
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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!
Billy Nerenberg
Billy NerenbergCEO at Cayuse Holdings
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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.
John Clark
John ClarkSamaritan Health Ministries
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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
Jason Jimenez
Jason JimenezRedstone Business Holdings - Insurance
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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.
Menna Saleh
Menna SalehUser Experience Researcher
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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.
Bob Glass
Bob GlassManaging Director at Mariner Wealth Advisors
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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.
Ulrich DelaFuente
Ulrich DelaFuenteBusiness Insurance - TWFG
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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!
Don Crabtree
Don CrabtreeInsurance Sales & Operations Leader
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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.
Andres Palma
Andres PalmaPC Woodlands Insurance Co
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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
Ella Ritchie
Ella RitchiePublisher and Marketing Consultant
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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.
Amy Bell
Amy BellSenior Copywriter at Microsoft
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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!
Karen Hansen
Karen HansenFreelance Editor
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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.
Kimberly Kinkaid
Kimberly KinkaidAgent Trainer TWFG Insurance
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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.
Lindsey Johnston-Robbins
Lindsey Johnston-RobbinsAgency Producer at Farmers Insurance
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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.
Craig Christianson
Craig ChristiansonInsurance Broker & Agency Owner
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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
Claude Atam, MDRT
Claude Atam, MDRTFinancial Land Insurance Services
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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
Mary-Jo Hayek Krajekian
Mary-Jo Hayek KrajekianIndependent Marketing and Advertising Professional
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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.
Ed Henderson
Ed HendersonDistrict Sales Manager
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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.
Cyndi Alvarez, MCNE, GRI, SRS, SRES, TAHS
Cyndi Alvarez, MCNE, GRI, SRS, SRES, TAHSRealtor
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Jeff has excellent communication and motivational skills. His problem solving abilities reach a rarely achieved level.
Rich Winters
Rich WintersAgent at Farmers Insurance
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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
Randall Patterson
Randall PattersonAgency Owner at Sergeant Fifty Five Insurance
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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.
Caleb Page
Caleb PageCEO PropertyScout.io
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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.
Patti Acton
Patti ActonAgent at Farmers Insurance
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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!!!!
Jeff Foxhoven
Jeff FoxhovenRegional Account Manager
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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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