WELCOME TO THE COACH'S OFFICE

DIVE IN BELOW FOR ALL THE DETAILS!

INCLUDED IN THE COACH'S OFFICE:

THE GAME PLAN

A 12-month curriculum focused on building a 7-figure+ agency, covering vital management and growth strategies. Sessions run both in person and virtually for flexibility, paired with a bi-weekly call and 24/7 platform where agency owners and leaders connect, share insights, and collaborate. Engage in meaningful discussions, gain valuable advice, and build lasting relationships with peers who understand the unique challenges of running a successful agency.

THE HUDDLE

The Huddle is designed to support agents of all types—LOAs, downlines, and beyond—on their journey to becoming championship producers. With 24/7 access to a thriving community and bi-weekly virtual calls focused on production, product knowledge, and expert guidance, The Huddle provides the resources and connections every agent needs to succeed.

COACHG App: 24/7 Access to Courses, Community & More

Get everything you need—on demand and on the go—with the COACHG App. Dive into our on-demand courses to sharpen your skills, connect with a supportive community of peers, and stay updated on live events and calls. Whether you’re at your desk or on the move, the COACHG App keeps you plugged into the resources that fuel your success.

TWO-POINT PLAYS

Enhance your experienced agents' abilities with advanced cross-selling techniques, designed to maximize revenue and client satisfaction. Learn how to embed, package, and present multiple products increasing your product per client ratio.

RETIREMENT PLANNING SUPPORT

Expand your agency’s offerings with comprehensive retirement planning support. Through our partnership with Joe Pate of Retire with Joe, you’ll learn how to uncover annuity opportunities, present them confidently to clients, and integrate this lucrative stream into your business.

For those seeking a more hands-off approach, our preferred partner offers options to benefit from shared opportunities while allowing you to focus on your core services.

ROOKIE SEASON

Equip your new agents with essential skills and knowledge through our foundational course, ensuring they start strong and contribute to your agency's growth. Onboard a new agent from the ground up. Learn how to run a proper appointment, handle objections, voice inflection, transitions, and so much more.

THE PRACTICE FIELD

The Practice Field is where you roll up your sleeves and get into the nitty-gritty of the business. Led by Gruening Health & Wealth's Director of Sales, Travis Goveia, this session zeroes in on tactical details—like navigating carrier portals, mastering product specifics, and refining your operational skills. Consider it your training ground for perfecting the execution side of your craft, one rep at a time.  

DIGITAL ADVERTISING & LEAD GENERATION

We’re proud to partner with Justin Thomas of Insurance Advertising Masters to deliver top-tier lead generation and digital advertising strategies that accelerate your agency’s growth. Through data-driven targeting, campaign optimization, and customized solutions, we help you reach the right prospects and maximize ROI.

As a member, you’ll gain exclusive access to COACHG’s Medicare and Annuity funnels, a dedicated community for collaboration, and a weekly call for education and support.

Let’s elevate your agency with proven strategies and high-impact advertising.

OPERATIONAL EXCELLENCE: SYSTEMS, PROCESSES, & SUPPORT

From agents to admin - streamline your agency with COO-level guidance. Our operational support includes templates, examples, and resources for SOPs, employee handbooks, and optimized workflows. Build a foundation of structure and success that empowers your championship team to thrive.

BRANDING & MARKETING: AMPLIFY YOUR AGENCY'S IMPACT

Your brand is your agency’s identity, and strategic marketing builds lasting connections. With guidance from Emily Gruening, COACHG development coach, we’ll equip you with the tools, strategies, and resources needed to elevate your agency’s presence and establish a strong, professional brand.

Gain access to logoed materials like the Client Needs Assessment, Client Intake Form, and Appointment Flow Chart, ensuring consistency and credibility in every client interaction.

Let us help you craft a powerful brand identity that drives growth and sets you apart.

VIP ACCESS TO ALL EVENTS &  BOOTCAMPS

Receive VIP access to all CoachG events and bootcamps. This exclusive perk ensures you get priority seating, exclusive networking opportunities, and additional resources to enhance your learning experience. Enjoy the best our events have to offer, designed to provide you with cutting-edge insights and strategies to further accelerate your agency's growth.

ACCESS TO COACHG FACILITIES AT THE GREATNESS FACTORY

As a member of The Coach's Office, you’ll gain priority access to COACHG facilities at The Greatness Factory in Nashville, TN. This includes the use of state-of-the-art office spaces and podcast studio, providing you with a professional environment to work, collaborate, and strategize. Enjoy the benefits of a fully equipped workspace designed to support your agency’s growth and success.