Choose the Program That Matches Your Stage.
Every program is delivered online, with structured lessons, scripts, templates and mentorship built for working insurance professionals.
Foundations
Best for new brokers.
Build the fundamentals: structured conversations, qualification, objection frameworks and follow-up habits.
One-time course purchase — pricing on request
- Core sales training
- Sales scripts
- Objection frameworks
- Follow-up templates
- Lead qualification training
- Recorded modules
- Community access
Pro Broker
Best for active brokers and producers.
Everything in Foundations plus live mentorship, online lead conversion training and CRM workflow coaching.
Monthly membership — pricing on request
- Everything in Foundations
- Advanced lead conversion
- Online sales training
- CRM workflow training
- Live group mentorship
- Weekly sales sessions
- Call/message reviews
- Referral strategies
- Renewal strategies
Brokerage Growth
For brokerage owners and teams.
A customized sales system for your whole team, with SOPs, scripts, workflows and management coaching.
Team package / coaching package — pricing on request
- Team sales training
- Customized sales systems
- Lead handling SOPs
- Team scripts
- Follow-up workflows
- Sales management training
- Conversion reviews
- Private mentorship
- Brokerage growth consulting
Any references to mentor or participant sales performance represent individual historical experiences and are not guarantees of future results. Individual performance varies.
Educational purposes only. Our programs provide sales training, mentorship and business education. We do not provide insurance, legal, financial or regulatory advice. Participation does not replace provincial licensing, continuing-education or regulatory requirements applicable to insurance professionals.
Flexible Enrolment Options.
Programs are structured to support one-time course purchases, monthly memberships, coaching packages and team packages. Checkout is enabled once your preferred payment provider is connected.
One-time course purchase
Buy a single recorded program and keep lifetime access.
Monthly membership
Ongoing mentorship, live sessions and new material each month.
Coaching package
A fixed number of private mentorship sessions.
Team package
Seats and customized training for a full brokerage team.
Not Sure Which Program Fits?
Book a short strategy call and we'll recommend a starting point based on your lead volume and current process.