Limited to 26 Team Members Per Month
Turn Service Reps Into Multi-Line Producers in 4 Weeks
Your team members know insurance but struggle to create opportunities, handle objections, and close multi-line sales. Give them the proven process, live coaching, and real practice that drives measurable results.
Master the 10-step sales process
Practice real conversations
Build a 90-day action plan
Designed for measurable behavior change—not motivation.
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? Competitors walk away with business your team should be closing. Every service call that doesn’t turn into a cross-sell. Every renewal that ends without uncovering new needs. Every life insurance discussion they avoid.
That’s money left on the table every single day.
THE GUIDE
Meet Your Coach: Scott Grates
Scott Grates has trained thousands of insurance professionals over two decades. He doesn’t teach theory or motivation. He teaches mechanics: the exact words to say, the questions to ask, the framework to follow.
His assistant Lindsay handles daily emails, momentum reports, and logistics so Scott can focus entirely on coaching your team member to results.
Credibility Proof Point
In our very first class, David enrolled two of his own new hires. Within 30 days of graduating:
• One sold $74,000 in P&C premium
• The other wrote 60 Financial Services apps
THE PLAN
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
Establish execution discipline, clarify personal value and messaging, and learn how to identify and create sales opportunities through transitions, prospecting, and competitive awareness.
Week 2: Million Dollar Multi-Line Sales Process
Learn and practice the complete 10-step sales process, from opening and agenda-setting to detective work, storytelling, objection handling, and closing, with live role-play and real-world application.
Week 3: Objections, Relationships & Reputation
Build confidence handling objections, generate referrals, strengthen key relationships, and leverage personal branding and online reputation.
Week 4: Life, Health & Long-Term Growth
Expand into life and health conversations, implement multi-product strategies, and build a 90-day execution plan for continued growth.
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
All sessions recorded (available for 1 week)
Coaching & Accountability:
Small-group role play and live feedback
Peer partner accountability system
Weekly momentum reports to track progress
Direct access to Scott and Lindsay for questions
Personalized 90-day execution plan
Daily Structure
Morning: Review email content, videos, and action items (30-45 minutes)
Afternoon: Live Zoom sessions with group instruction and role play
Friday: Independent execution and weekly momentum report
Live Session Times (Eastern)
Mondays & Thursdays:
1:00 PM - 1:45 PM: Live Group Instruction
2:00 PM - 2:45 PM: Live Group Instruction
Tuesdays & Wednesdays:
1:00 PM - 1:45 PM: Live Group Instruction
2:00 PM - 2:45 PM: Small Group (Win Sharing & Role Play)
3:00 PM - 3:45 PM: Small Group (Win Sharing & Role Play)
Upcoming Cohorts
Secure Your Spot - Cohorts fill Fast
Cohort Dates
Status
Action
March 16th – April 10th, 2026
13 Spots Remaining
Coach P Members
$2,499
per team member
March 16th – April 10th, 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
All session recordings
Non-Members
$2,999
per team member
March 16th – April 10th, 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
All session recordings
April 20th – May 15th, 2026
26 Spots Remaining
Coach P Members
$2,499
per team member
April 20th – May 15th, 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
All session recordings
Non-Members
$2,999
per team member
April 20th – May 15th, 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
All session recordings
May - June, 2026
25 Spots Remaining
Coach P Members
$2,499
per team member
May - June, 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
All session recordings
Non-Members
$2,999
per team member
May - June, 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
All session recordings
⚠️ Each Cohort is Limited to 26 team members. Enrollment is first-come, first-served.
Hear It From Real Producers
See how agencies are using the process to create opportunities, handle objections, and produce more.
⚠️ Each Cohort is Limited to 26 team members.
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.