The Team Member Perspective teaches sales and service techniques tailored for P&C insurance team members in the form of weekly live interactive training & practice. These sessions allow for team members to learn what successful team members are doing nationwide, instead of trying to reinvent the wheel.Â
MEET YOUR SALES TRAINERÂ
ColterÂ
TEAM MEMBER SALES TRAINER
As a former top producing team member, Colter consistently wrote 100+ total policies/month and 230+ life insurance policies/year with $150k+ in annual premium.
Colter prides himself in helping team members learn sales psychology, persuasion, and simple sales processes to get out of their head and into the production, money, and life they want.
What is The Team Member Perspective?
At The Team Member Perspective, we empower P&C insurance team members with sales processes that are already working for agencies nationwide.
We focus on developing essential sales, communication, and mindset skills that make team members compelling in every customer conversation. Our goal is simple: help team members write more policies per household, increase their income, and protect more families—whether that's through auto, home, umbrella, renters, life, health, or any combination of coverage.
When team members consistently produce at a high level, agencies naturally hit their yearly promotions and goals. This frees agency owners to focus on growing the business rather than being stuck in day-to-day operations. Be business owners, not business operators. Work on the business, not in the business. We recognize that for this to happen, team members need to drive the production.
With 10+ years of experience in the team member seat, our team knows how to develop team members into consistent top producers.
Why We Exist
We identified a critical gap in the insurance industry: most training focuses on high-level strategy but lacks the practical, tactical details team members need to excel. While product knowledge is abundant, fundamental skills like sales techniques, effective communication, and maintaining a winning mindset are often overlooked. We bridge that gap.
Our Approach
Our methodology is built around "the team member perspective." We learn from top-producing team members across the country—agents who consistently perform at an elite level. Everyone does things a little differently, and we believe that learning from a variety of successful peers gives everyone the best shot at winning.
Through networking, healthy competition, continuous learning, and mentorship, we create an environment where team members thrive. Think of it as an elite study group for P&C insurance professionals.
The Result
We equip team members with proven sales processes that have already generated success nationwide. By strengthening their sales, communication, and mindset skills, we empower them to:
- Have more compelling conversations with prospects and customers
- Increase their personal income
- Expand their impact in clients' lives
- Find greater fulfillment in their role
- Help their agency achieve its goals
Through guidance from a Top Producer who knows the producers seat, every agency in our community receives the support and resources needed to succeed consistently at a high level.
Empower your team members with The Team Member Perspective, and they will empower your agency.