Over the past decade, Sales Leader Consulting President Tom Williams and his team have been consulting for insurance agencies across the country, providing invaluable sales training and resources and dramatically increasing revenue via Scorecard bonuses. Using Tom’s proprietary sales playbooks, we provide your team with specific tools to increase inbound calls, referrals, and viable applications.

Insurance sales training offerings range from one day to a full business week, remote or in your office, and include training for the entire office team. Choose from Life Insurance Sales Training and/or Mortgage Sales Training to suit your agency’s needs. Our goal is to get everyone well over their personal best number of applications.

Schedule a consultation with Tom today to discuss which training offering is right for your agency.

Our Training Process is Proven in the Numbers…

Our Complete Training Process

Here’s a brief breakdown of what to expect each day of our complete proprietary Mortgage & Life Insurance Sales Training:

Day 1: I personally meet with the Agent to set specific goals. Next, I’ll meet with your team, establish the plan for the week, provide word tracks, and most importantly, get the phone ringing!

Days 2-3: Our focus begins with generating mortgage applications. I make the phone ring more than Agents have ever seen before. I teach the Best Practices, proper word tracks, and structure the loans so that the callers can review their mortgage options and apply.

Day 4: A transition day to Life Insurance. Many of the mortgage applications taken will have a built-in Life Insurance opportunity, and we will review the proper execution of these leads.

Day 5: Our final day is a continuation of the Mortgage and Life application opportunities, with the addition of Health/Disability/HI processes.

*The sales training can be customized for specific services to suit your needs.

Life Insurance Sales Training Blitz

In one day of powerful sales training and process implementation, make a dramatic impact on your life insurance applications. Choose from an in-person or remote training session with one of our Sales Leaders and watch our proprietary process at work.

Book multiple days for maximum impact!



Tom Williams


Tom Young

Business Coach

Jessica Gomez