Life Insurance sales – everchanging and ever-competitive. With so many people seeking better investments, it’s quite the lucrative landscape for an agent. It’s understandable that Life Insurance is one of the top industries we service. Our Life Insurance Agency clients return to us year after year for the same reasons – proven success records.
How do we work? Our Coaches are adamant that the key is consistency. Your management team outlines a winning recipe by helping to develop the Script and Scorecard. We take it from there and ensure your agents are playing by the rules.
5 key reasons why you need Insurance Agent Phone Skills Coaching:
1. Scorecard Training
Our Life Insurance Phone Skills Coaching program is built around a points-based assessment system that tracks agent progress. That assessment is accomplished by monitoring a number of KPIs specific to what success looks like to you and your agency. Over time, scores will reflect clear areas of improvement and areas where attention remains necessary. Using our Scorecard to measure quality allows for tailored training that builds on strengths and eliminates weaknesses.

KPI’s that can be monitored
- Number of incoming calls
- Agent product knowledge
- Proper lead information obtained
- Incoming call length
- Overall call quality
Implementing training based on Scorecard criteria creates a routine that’s crucial to making the most of every conversation. USaidIt2 will work directly with you to develop a Script and Scorecard that fits your agency.
2. Program Outcome
Ultimately, the goal of this Life Insurance Phone Skills Coaching program is to cultivate and maintain better conversations. Every week, our expert team will assess your sales agents’ phone calls and provide a comprehensive scorecard of their performance. Accruing week-over-week scores will highlight specific trends and opportunities for improvement.
Our coaches have decades of experience with successful conversations and are devoted to your agents’ development. Our customizable Scorecards and One on One Coaching provide a non-biased space for your agents to reflect on their interactions and improve future performances.
3. Continued Training
Follow-up training is crucial to this improvement process, and comprises three elements:
Scripts: Our team is devoted to your success. Our Phone Skills Coaching promotes consistent use of your customizable script. Over time, your script may require adjustments – we’re prepared to help.
Rebuttals/Objection Training: No two calls are the same, especially in the world of insurance. Our coaches will ensure that your agents have access to effective rebuttals. We’ll work with you to outline a list of common objectives, and help empower your agents to integrate those into conversations.
Product Knowledge Training: Continuous call monitoring and coaching ensure that each agent has a complete understanding of the products and services being offered. A detailed Scorecard can be a successful key for knowledge development.
4. Managerial Overview
As part of our Phone Skills Coaching program, management will have access to an operational dashboard. Our dashboard allows for quick access to a variety of collected data relative to staff performance. With just a couple of clicks, you’ll have access to:
- Overall Staff Performance
- Individual Staff Performance
- Individual Call Recordings
- Coach Notes
Having this information readily available allows for quick diagnosis and remedies. The USaidIt2 Phone Skills Coaching program will save your management team countless hours of training time. Weekly call scores have proven to be fantastic additions to records and extremely useful in performance reviews.
5. Internal Training
With access to so many KPI reports, you’re likely to adjust current systems of operations. Many of our clients adopt additional training efforts and marketing tactics solely based on our Phone Skills Coaching results.
Additional information will be gained on:
- Market insight: Pricing and policies in demand.
- Referral acquisitions: What type of calls lead to client referrals.
- Competitor landscape: What competitor names are being discussed most often.
- Product relevancy: How appealing are your products/packages.
- Agent Skill set: Are your agents in the appropriate position to take calls.
- Customer Service/Satisfaction: What entices a client to leave positive feedback.
- Client Retention: What actions retain clients.
Meet Our Experts

Glenn Merritt
Managing Partner
Thanks to the help from some truly great people, I have over 45 years of success in business, including 25 years with our flagship entity First Alliance Logistics Management, a national pallet management company and its two safety compliance subsidiaries.
I would describe myself as one of those who thinks out of the box to generate solutions.
Helping salespeople improve is what inspired me to create USaidIt2
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We’re here to talk to about your business. Let’s talk about where you want to see improvements and how we can help.