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
Build a 90-day action plan
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
A Proven 4-Week Process That Creates Real Results
1
Learn the Framework
Daily email training content, live Zoom 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 Scott. 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. Leave with a personalized 90-day action plan.
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
Accountability & implementation roadmap
WHAT YOU'LL AVOID
What Happens If You Don’t Invest in Training?
💸
Lost Revenue
Your team continues missing cross-sell opportunities, avoiding objections, and losing deals to competitors with better sales processes.
📉
Flat Production
Team members stay comfortable handling service requests but never develop into multi-line producers who drive agency growth.
🔄
Constant Turnover
Without a clear path to success, your best team members get frustrated and leave for agencies that invest in their development.
Or you can invest 4 weeks and give them the framework, coaching, and confidence that creates consistent multi-line growth.
Plan Details
Here’s Exactly What Your Team Member Gets
Training & Content:
80 hours of focused content over 4 weeks
Daily email training with videos and action items
Live Zoom sessions Monday–Thursday
Access to on-demand training library
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
90-day execution plan (built during the program)
Daily Structure
Morning: Review content, videos, and action items on the Circle platform (30-45 minutes)
Afternoon: Live Zoom sessions with group instruction and role play
Friday: Independent execution and weekly momentum report
Live Session Times (Central)
Mondays:
12:00 PM - 12:45 PM: Large Group Instruction with Scott (ALL participants)
1:00 PM - 1:45 PM: Live Group Instruction with Special Guest Instructors (ALL Participants)
Tuesdays, Wednesdays, & Thursdays:
12:00 PM - 12:45 PM: Large Group Instruction with Scott (ALL participants)
1:00 PM - 1:45 PM: Small Group (Win Sharing & Role Play)
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 - Cohorts fill Fast
Cohort Dates
Status
Action
September 14th – October 9th, 2026
38 Spots Remaining
Coach P Members
$2,499
per team member
September 14th – October 9th, 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
September 14th – October 9th, 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
October 19th – November 13th, 2026
51 Spots Remaining
Coach P Members
$2,499
per team member
October 19th – November 13th, 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
October 19th – November 13th, 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
November 16th – December 11th, 2026
52 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
⚠️ 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?
It's ideal for individuals seeking to enhance personal, professional, and financial aspects of their life.
How long does each bootcamp session last
Each session is typically 2 hours long, with options for half-day or full-day intensive workshops available
What can I expect to achieve by the end of the bootcamp
Participants will gain enhanced skills, actionable strategies, and a supportive network for continuous improvement.
Is there follow-up support after the bootcamp ends?
Yes, Coach P offers post-bootcamp follow-up sessions to help you implement what you've learned and to offer additional support as you progress.
Are there any online resources available?
Yes, participants get access to an exclusive online portal with more resources and a community forum.
How do I sign up for Coach P Multi-Line Mastery Bootcamp?
Sign up through our website or contact our support team for registration details and session dates.
