For insurance organizations

The 12-month coaching program built for insurance organizations.

Platform access, weekly coaching, quarterly playbooks, and a leadership team that has been in the field. For agencies producing $250K+ annually with 10 or more producers.

What's Included

Full Agent Elite platform.

Every feature in the platform: Ace AI coach for every agent, scored recordings with debriefs, roleplay scenarios, team dashboards, leadership pipeline, Chief Ace for the org leader.

Course content.

Delivered through the platform's training vault. Structured modules that unlock on a schedule set with your leadership team.

Weekly coaching calls.

Live calls with the entire AE community. All organizations together. Led by Danarius Moore. Real field problems, real answers.

Monthly leadership call.

Private call with your org's leadership team. Monthly check-in on what is working, what is stalling, and where to adjust.

Quarterly business review.

Full performance review every 90 days. Production trends, retention metrics, coaching adoption, and a clear plan for the next quarter.

4 quarterly playbooks.

One playbook per quarter across the 12-month program. Tactical field guides your leaders can deploy immediately.

Who This Is For

This program is for insurance agencies doing $250K or more in annual production with at least 10 producers in the field. If your team is smaller or earlier, start with the platform on the Products page and grow into the program when you are ready.

We work with agency directors, general agents, and regional directors who already have a team producing but know the coaching and retention side could be sharper.

How It Works

01

Book a call.

We talk about your team, your numbers, and where the gaps are. No pitch deck. A real conversation about what is happening in your agency.

02

Onboarding.

Chief Ace interviews your leadership team and builds your org profile. We set up your first quarterly playbook and schedule your coaching calls.

03

Execution.

Your agents start recording, Ace starts coaching, and you start seeing the data. Weekly calls keep the whole community sharp. Monthly calls keep your leadership team aligned.

The Numbers

$605K

recoverable production per year for a 50-agent org

4:1

return on investment at program pricing

3 weeks

average time before a leader notices agent drift without Agent Elite

40%

leader production lost to training each new hire

See if your organization qualifies.

Book a Call

12-month program. Qualification call required.

Check your numbers.

Seven questions. If the fit is there, the calendar opens right here.

Producers only. Don't include leadership.

Retention, recruiting, activity, closing, all of it counts.