Agency Ascend AcademyAgency Ascend Academy

Services Guide · 2026

Choose how you want to
work with us.

Training, development and implementation for insurance agency owners, producers and teams. Every option below is built around getting something installed in the agency, not just talked about.

Ways to Work Together
01

Workshops & Training

Practical, interactive training designed for insurance professionals who want strategies they can immediately take back to the agency.

Who it is for

Agency owners, producers, teams, and district or group leaders who want training their people can use right away.

What it solves

Training happens once, everyone leaves motivated, and nothing changes in the agency the following week.

Support may include

  • Live workshops
  • Webinars
  • Team training
  • Life sales training
  • Producer development
  • District and group training
Next step: See what is on the calendar and reserve seats for your team.
02

Agency Systems & Implementation

Turn agency goals into repeatable workflows your team actually runs.

Who it is for

Agencies that know what they want to grow but do not yet have a process behind it.

What it solves

Follow up gets missed, cross sell opportunities go untouched, and the tools you pay for are only half used.

Support may include

  • 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
Next step: Tell us which workflow is breaking down and we will map the build.
03

Agency Coaching & Development

Hands on support for agency owners who need help identifying what is holding the agency back and implementing the next priority.

Who it is for

Agency owners who want a second set of experienced eyes on the whole operation.

What it solves

There are ten things that could be fixed and no clear answer on which one comes first.

Support may include

  • Agency assessment
  • Goal setting
  • Team development
  • Producer development
  • Sales activity
  • Accountability
  • Workflow improvement
  • Implementation coaching
Next step: Start with a conversation about where the agency is today.
04

Life Sales Growth System

The signature Agency Ascend system for consistent Life production built from the customers and conversations already inside your agency.

Who it is for

Agencies and producers who want Life production that does not depend on a year end push.

What it solves

Life results ride on one motivated producer, a seasonal push, or waiting for the perfect lead.

Support may include

  • 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
Next step: Explore Life sales training and the workshop built around this system.
05

Academy Membership & Continuing Education

Training should not end when the workshop does. Continued education and implementation resources for the whole team.

Who it is for

Agencies that want onboarding and ongoing development available to every person on the team.

What it solves

New team members learn by osmosis and existing producers stop developing after their first year.

Support may include

  • Training videos
  • Implementation guides
  • Scripts
  • Trackers
  • Templates
  • Recorded webinars
  • Live educational sessions
  • Growing resource library
Next step: Explore the Academy and the resource library.

Not sure where to start?

Tell us what is getting in the way of growth and we will point you to the option that makes the most sense for your next step.