WELCOME TO THEÂ COACH'S OFFICE
Transform Your Agency with Our Exclusive 12-Month Residency Program
At COACHG, we understand the everyday challenges and immense potential that come with running a successful insurance agency. We’re dedicated to bridging the biggest gaps in the industry—from consistent training and product knowledge to strategic branding, marketing, and cross-selling. Our mission is to develop championship producers and build championship teams, empowering you to scale to a 7-figure+ agency and beyond.
That’s why we’ve introduced The Coach’s Office: an exclusive 12-month program designed specifically for agency owners but built to elevate your entire team. This program combines our proven training methods with a personalized, strategic approach tailored to take your agency to the next level. Whether you’re focused on streamlining operations, boosting sales, or refining your brand, The Coach’s Office is the ultimate resource for agencies determined to dominate their market.
Your next breakthrough is waiting—let’s make your agency unstoppable.
INSIDE THE COACH'S OFFICE - TESTIMONIALS
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. 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 focusing 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. Â
DIGITAL ADVERTISING & LEAD GENERATION
We are proud to deliver top-tier lead generation and digital advertising strategies that accelerate your agency’s growth. With data-driven targeting, campaign optimization, and customized solutions, we’ll help you reach the right prospects and maximize ROI.
You’ll get exclusive access to COACHG’s Medicare and Annuity funnels, a separate community for collaboration, and a weekly call for education and support. Let’s elevate your agency with proven strategies and effective 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 effective marketing builds lasting connections. We’ll equip you with tools, strategies, and materials to elevate your agency’s presence, including logoed resources like the Client Needs Assessment, Client Intake Form, and Appointment Flow Chart. Let us help you create a professional identity that drives growth.
VIP ACCESSÂ TO ALL EVENTS &Â 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.
WHY CHOOSE THE COACH'S OFFICE?
AGENCY-WIDE TRAINING
STRATEGIC GROWTH
PERSONALIZED GUIDANCE
SUPPORTIVE COMMUNITY
READY TO TAKE THE NEXT STEP?
Join The Coach's Office today and lead your agency to unprecedented success. With our comprehensive training, strategic support, and exclusive resources, you’ll have everything you need to build and sustain a thriving 7-figure+ agency.
Click below to schedule a strategy call and become part of an elite group of agency owners dedicated to excellence. Your journey to extraordinary success starts HERE.
