The Real Gap
Growth usually isn't about knowing more. It's about implementing better.
Most agencies don't lack ideas. They struggle with turning those ideas into consistent action.
Agency Ascend Academy helps bridge the gap between knowing what needs to happen and actually building the system to make it happen.
- Follow up gets missed.
- Cross sell opportunities go untouched.
- Team members aren't always clear about their role.
- Training happens once but isn't reinforced.
- CRM tools and campaigns aren't fully utilized.
- Goals exist, but daily activity isn't connected to them.
How We Help
Choose the support your agency needs
Workshops & Training
Practical, interactive training designed for insurance professionals who want strategies they can immediately take back to the agency.
- •Live workshops
- •Webinars
- •Team training
- •Life sales training
- •Producer development
Agency Systems & Implementation
Turn agency goals into repeatable workflows.
- •Life sales pipelines
- •Cross sell systems
- •Customer review processes
- •Follow up systems
- •CRM campaign implementation
- •Agency Zoom workflow and campaign support where applicable
- •Activity tracking
- •Accountability systems
- •Team roles and ownership
Agency Coaching & Development
Hands on support for agency owners who need help identifying what is holding the agency back and implementing the next priority.
- •Agency assessment
- •Goal setting
- •Team development
- •Producer development
- •Sales activity
- •Accountability
- •Workflow improvement
- •Implementation coaching
Agency Ascend Academy
Training shouldn't end when the workshop does. The Academy provides continued education and implementation resources that help insurance professionals keep learning and applying what they learn.
- •Training videos
- •Implementation guides
- •Scripts
- •Trackers
- •Templates
- •Recorded webinars
- •Live educational sessions
- •Growing resource library
Signature System
Build a Life sales system. Not another Life push.
Life production shouldn't depend on a year end push, one motivated producer or waiting for the perfect lead.
The Agency Ascend Life Sales Growth System helps agencies create consistent Life opportunities from the conversations, customers and workflows already inside the agency.
- •Existing customer Life reviews
- •Homeowners and mortgage protection opportunities
- •New business follow up
- •Commercial customer cross sell
- •Customer review pivots
- •Appointment setting systems
- •Producer activity
- •Follow up
- •Tracking and accountability
Digital Resources
Tools you can put to work.
Practical resources built for real insurance agencies. More resources are being added and will be available here soon.
- Implementation guides
- Sales scripts
- Pivot guides
- Trackers
- Agency playbooks
- Training videos
- Workshop companion resources
- Life Sales Growth System resources
About Teresa
Built from inside the insurance industry.
Teresa Serrano has spent more than 20 years building, selling, training and developing insurance agencies.
She became an agency owner at 21, spent 13 years building her own book of business, and later transitioned into agency development where she spent more than eight years recruiting, onboarding, training and coaching agents and producers.
Agency Ascend Academy was created to turn that experience into practical systems other insurance professionals can implement.
Let's Talk
What's the biggest thing holding your agency back?
You don't need another generic program.
Let's identify where your agency is today, what's getting in the way of growth, and which Agency Ascend resource or service makes the most sense for your next step.
- Backed by 20+ years of agency and leadership experience
- Practical systems built for real agencies
- Training, implementation and accountability together