From Good to Great in 4 Weeks.
For High-Potential Insurance Professionals Ready to Level Up.
This program gives your team members the proven process, live coaching, and real practice to turn that potential into consistent multi-line production.
Master the 10-step sales process
Practice real conversations
Sell life insurance with confidence
A Proven 4-Week Process That Creates Real Results
1
Learn the Framework
Daily lessons inside the Circle platform, live sessions Monday–Thursday, and access to the on-demand training library. Master the 10-step sales process, objection-handling scripts, and multi-line conversation bridges.
2
Practice With Coaching
Small-group role play with immediate feedback from coaches. Real scenarios. Real objections. Real-time coaching on what’s working and what needs adjustment.
3
Execute and Track
Apply what you learn during agency hours. Weekly momentum reports track progress. Peer partners provide accountability.
Week 1: Foundations - Focus, Messaging & Opportunity Creation
Goal setting (Establishing Wildly Important Goals / 4DX framework)
Time blocking & Creating Daily Essential Lists (Win the Day)
Value statements, Needs Based Selling, & Creating
Unique/Memorable Customer Experiences
Pivots, transition statements, finding & optimizing opportunities
Cold & ILP prospecting, creating consistent follow-up strategies.
Secret shopping competitors
Week 2: Million Dollar Multi-Line Sales Process
Multi-Line Sales Process (Steps 1–5)
Detective work (needs discovery beyond application questions)
Storytelling & presentation skills
Objection handling (P&C + Life)
Customer onboarding system
Week 3: Objections, Relationships & Reputation
Infinite Referral Advantage framework
2x2x2 strategy. How 2 annual reviews + 2 referrals + 2 COI contacts = 68 life apps & $62,000+ of annual life premium without having to prospect.
Working Centers of Influence
Personal branding & community presence
Google reviews & social proof
Finding the Money within everyday service conversations.
Week 4: Life, Health & Long-Term Growth
Life insurance mindset & needs analysis
12 different life presentations and approaches that work
Presenting life with confidence
Disability & supplemental health
Maximizing single-line customers & renewals
Graduation call
12-Week Business Planning Template
Accountability & implementation roadmap
Every Day Without a Process Costs You Money
They Wait
Your team members handle renewals and service calls, but they wait for clients to ask instead of creating opportunities from everyday interactions.
They Retreat
The moment a prospect mentions price or says they’re happy with their current agent, your team backs down instead of confidently handling the objection.
They Avoid
They skip life insurance conversations entirely because they don’t have a repeatable framework for multi-line sales.
The result? Your best people are operating at 60% of their potential. Not because of attitude or effort, but because they have never been given a repeatable, proven framework. Every service call, every renewal, every life insurance conversation is an opportunity. This program teaches them to see it that way.
Meet Our Coaches
Scott Grates
Scott Grates is a national best-selling author, podcast host, entrepreneur, TEDx speaker and sought-after coach for small business owners. As the leader of multiple thriving businesses which started from zero—and now generate millions of dollars annually, Scott understands the challenges faced by small business owners in their relentless pursuit of success against corporate behemoths.
Scott is on a mission to arm entrepreneurs with the transformative power of relationship optimization in their communities. Scott teaches the Infinite Referral Advantage® system in his most recent book, Referrals Done Right. His system connects entrepreneurs with fellow small business owners, local schools, community service organizations, and star customers.
As a father of three children, Scott also has a lifelong passion to bring real-world knowledge to students prior to graduation so they are better prepared for their career after the classroom.
Qualifications
Ambassador Club qualifier all 16 years
Chairman's Circle 7 years
SVP 8 years
Max variable comp 14 consecutive years
Certified Can They Sell Advisor
Certified Professional Selling Skills Trainer
Imelda Mendoza
Imelda Mendoza has been in the insurance industry since she was 18 and started her agency from scratch in 2012. Now, as she approaches nearly 14 years in business, she has built a thriving, high-performing operation known for delivering outstanding customer service, strong relationships, and a culture of winning. Imelda is a 12-time travel qualifier and has also qualified for Champions Circle numerous times, along with MDRT—an accomplishment that reflects her dedication, discipline, and commitment to excellence.
Beyond insurance, Imelda is passionate about real estate. Along with her husband, Martin, she co-manages a growing real estate business that they enjoy building together year after year. Outside of work, Imelda is a devoted wife and mother. She has been married to Martin for 11 years, and they have four children: Giselle (8), Matias (7), and twins (3). She loves being involved in her kids’ lives, especially driving them to soccer practices and games—and enjoys staying active with them through outdoor activities like hiking and biking. She’s also passionate about health, working out, and mindful living, and she enjoys travel and learning from other cultures.
Qualifications
MDRT Qualifier
Champions Circle Qualifier
12x Travel Qualifier
Kari Hargrave
Kari Hargrave is a dedicated State Farm agent with 26 years of experience in the insurance industry. In 2006, she took on the challenge of starting a scratch agency, becoming the first State Farm agent in Royse City, Texas. Over the years, she has built a thriving business known for its commitment to customer service, strong communities, and a competitive, high-performing team.
Beyond her career in insurance, Kari is an entrepreneur with a passion for new ventures. She is the creator, executive producer and 2-time Webby Award winner of, “True Texas Crime”, a gripping true crime podcast that brings compelling Texas-based stories to listeners.
When she's not working, Kari enjoys life on her farm, where she and her family raise sheep, chickens, and ducks. Kari also enjoys visiting memory care facilities and hospitals with her certified therapy dog, Harper. She has been married for 24 years and they have two daughters. A proud Texan, she is an avid fan of all Dallas sports teams and loves attending games whenever she can. She also has a passion for travel, movies and music.
Qualifications
MDRT Qualifier
Champions/Chairman Circle Qualifier
Exotic Travel Qualifier
Qualified Traveler For The Last 19 Years
Carlos Luevano
Carlos Luevano Jr. is a State Farm agent and business owner in Dallas, Texas. A first-generation American with roots in Ciudad Juárez, he has built a successful agency by focusing on relationships, leadership, culture, and personal development.
Carlos is married to fellow State Farm agent Yasmine Luevano and is the proud father of two daughters. He believes that true success comes from building a winning life both professionally and personally.
Known for developing strong teams, creating accountability, and helping people grow, Carlos is passionate about leadership, sales, life insurance, financial education, serving Hispanic communities, and helping others reach their full potential. His mission is to help people win at work, win at home, win within themselves, and enjoy the journey along the way.
Qualifications
Travel x13
SVP
Exotic Travel
Presidents Club Life
Champions Circle
Ashley Himes
Ashley Himes, known as “The Climber Coach,” is a seasoned State Farm agent, business owner, and coach with nearly 15 years of insurance experience. After four years as a team member, she opened her own agency and has spent the last decade building high-performing teams, developing leaders, and helping others strengthen their habits, systems, confidence, and performance.
Qualifications
State Farm Agent for 10 Years
Nearly 15 Years of Insurance Experience
Multi-Agency Owner
Annual Travel Qualifier
MDRT Qualifier Every Year Since 2019
Chairman’s Circle Qualifier Every Year Since 2019
Exotic Travel Qualifier
Founder of Rooted Life Collective
Host of the Rooted Life Podcast
Leadership & Agency Performance Coach
Creator of the “Campers vs. Climbers” Leadership Philosophy
Here’s Exactly What Your Team Member Gets
Training & Content:
80 hours of focused content over 4 weeks
Daily training with videos and action items
Live sessions Monday–Thursday
Access to on-demand training library for Coach P members
Coaching & Accountability:
Small-group role play and live feedback
Peer partner accountability system
Weekly momentum reports to track progress
Direct access to your coach for questions
12-week planning template provided to build your own execution plan
Daily Structure
Morning: Review content, videos, and action items on the Circle platform (30-45 minutes)
Afternoon: Live sessions with group instruction and role play
Live Session Times (Central)
Mondays:
12:00 PM - 12:45 PM: Large Group Instruction with Scott (ALL participants)
1:00 PM - 1:45 PM: Large Group Instruction with Special Guest Instructors (ALL Participants)
Tuesdays, Wednesdays, & Thursdays:
12:00 PM - 12:45 PM: Large Group Instruction with Scott or Ashley Himes (ALL participants)
1:00 PM - 1:45 PM: Small Group (Role play & sharing assignments, challenges & wins)
Friday: Independent execution, peer partner call, and weekly momentum report
Note: All sessions are recorded and available to team members inside the Circle course hub for the duration of the program.
Upcoming Cohorts
Secure Your Spot - Classes fill Fast
Cohort Dates
Status
Action
November 16th – December 11th, 2026
48 Spots Remaining
Coach P Members
$2,499
per team member
November 16th – December 11th, 2026 Bootcamp
80 hours of training & coaching
Live sessions Mon–Thu for 4 weeks
Small-group role play
Peer accountability partner
90-day execution plan
Non-Members
$2,999
per team member
November 16th – December 11th, 2026 Bootcamp
80 hours of training & coaching
Live sessions Mon–Thu for 4 weeks
Small-group role play
Peer accountability partner
90-day execution plan
January 4th – 29th, 2027
51 Spots Remaining
Coach P Members
$2,499
per team member
January 4th – 29th, 2027 Bootcamp
80 hours of training & coaching
Live sessions Mon–Thu for 4 weeks
Small-group role play
Peer accountability partner
90-day execution plan
Non-Members
$2,999
per team member
January 4th – 29th, 2027 Bootcamp
80 hours of training & coaching
Live sessions Mon–Thu for 4 weeks
Small-group role play
Peer accountability partner
90-day execution plan
February 8th – March 5th, 2027
52 Spots Remaining
Coach P Members
$2,499
per team member
February 8th – March 5th, 2027 Bootcamp
80 hours of training & coaching
Live sessions Mon–Thu for 4 weeks
Small-group role play
Peer accountability partner
90-day execution plan
Non-Members
$2,999
per team member
February 8th – March 5th, 2027 Bootcamp
80 hours of training & coaching
Live sessions Mon–Thu for 4 weeks
Small-group role play
Peer accountability partner
90-day execution plan
⚠️ Cohort sizes are limited. Written cancellation requests must be received at least three (3) business days before the cohort begins. As classes start on Mondays, cancellation requests must be received no later than the preceding Wednesday. Refunds or credits will not be issued for requests received after this deadline.
Hear From Program Graduates
These are real clips from our graduation calls, where team members shared their biggest takeaways and results from the program.
⚠️ Each Cohort is Limited.
FAQs
Explore Common Queries About Enhancing Your Life’s Journey
Who is Coach P Multi-Line Mastery Bootcamp designed for?
Designed for newer team members who need a strong foundation, as well as existing team members who could benefit from a refresher on sales, customer conversations, and core fundamentals.
Do team members need to be licensed to participate?
Ideally, team members are fully licensed in both P&C and LAH before starting.
Those who are not yet licensed may still participate; however, the content is not adjusted. They will learn the full sales systems and processes, though they may not be able to apply certain elements until their licensing is complete.
How much time should team members set aside each day?
Team members should plan for about 30–45 minutes each morning to review the daily lesson and action items, plus additional time for the live sessions. Consistent participation is key to success.
What should team members expect from this program?
This is a high-engagement, four-week experience that combines live calls, daily assignments, and peer interaction. It’s hands-on, personal, and designed to help team members build confidence and consistency through action and accountability.
What does the daily content include?
The curriculum consists of 20 daily lessons. Each morning, participants must log in to the Circle course hub to view the assigned lesson, download attachments, complete assignments to prepare for the small group calls, and participate in the daily discussion thread.
How can agents best support their team members?
Check in with team members daily to discuss their takeaways, wins, and challenges. Encourage them to apply what they’re learning, ask questions, and share updates during team meetings.
What are Peer Partners?
After the first few days, each participant is paired with a peer partner—someone with similar goals or experience—to encourage accountability and support. Partners are expected to check in with each other once a week throughout the program.
Are the sessions recorded?
All sessions are recorded and available to team members inside the Circle course hub for the duration of the program and for one week after the session ends.
What are Weekly Momentum Reports?
Momentum Reports are the only formal submissions during the program. They are due Fridays at 5 PM Central during weeks 1, 2, and 3. Each report includes the participant’s goal progress, challenges, wins, and key takeaways. Nothing is graded—these reports are meant to encourage reflection and communication between team members and their agents and coaches.
