OUR

PROGRAMS

Unlock Hidden Profits by

Transforming Your Team & Operations

ProfitPulse

Audit

Is your agency losing revenue due to inefficiencies, unmotivated teams, or poor client retention? The ProfitPulse Audit identifies gaps, aligns your team’s strengths, and delivers tailored strategies to enhance operations and drive sustainable growth.

EI Ready Class Investment: $5,000

The EI Ready Class is specifically designed for organizations experiencing:

  • Department friction and "us vs them" mentality

  • Sales team members who get stuck in rejection

  • Increasing workplace incivility

  • Retention challenges with younger employees

  • Department friction and "us vs them" mentality

  • Sales team members who get stuck in rejection

  • Increasing workplace incivility

  • Retention challenges with younger employees

What's Included:

Complete assessment of your team's EI strengths and gaps

Practical tools leaders can implement immediately

Customized strategies for your specific industry challenges

Framework for continued improvement

Complete assessment of your team's EI strengths and gaps

Practical tools leaders can implement immediately

Customized strategies for your specific industry challenges

Framework for continued improvement

EI Ready Workshop

(Two-Part)

Investment: $10,000

The EI Ready Class is specifically designed for organizations experiencing:

Our comprehensive two-part workshop delivers both immediate results and sustainable change for organizations facing complex challenges with workplace culture, performance, and retention.

WORKSHOP STRUCTURE

Part 1:

R.E.A. (Recognition, Empathy, Awareness)

Part 1:

R.E.A.

(Recognition, Empathy, Awareness)

  • Complete assessment of your current EI landscape

  • Identification of specific communication breakdowns

  • Framework for recognizing emotional triggers

  • Tools for developing emotionally intelligent leadership

  • Complete assessment of your current EI landscape

  • Identification of specific communication breakdowns

  • Framework for recognizing emotional triggers

  • Tools for developing emotionally intelligent leadership

Part 2:

D.Y

(Decision-making, Yield

Part 2:

D.Y. (Decision-making, Yield

  • Strategic implementation in daily operations

  • Systems to measure and maintain progress

  • Leadership accountability framework

  • Long-term sustainability planning

  • Strategic implementation in daily operations

  • Systems to measure and maintain progress

  • Leadership accountability framework

  • Long-term sustainability planning

Train the Trainers Program

Investment: $20,000

Build internal capacity to sustain emotional intelligence practices throughout your organization. This specialized program equips your internal trainers with the tools and knowledge to implement EI Ready principles across teams and departments.

  • Certification in the EI Ready Method

  • Comprehensive training materials and implementation guides

  • Ongoing support and resources

  • Assessment tools and measurement frameworks

LEARN MORE ABOUT TRAIN THE TRAINERS

What's Included:

Team Performance Evaluation

Identify team members' strengths and growth areas.

Client Experience Analysis

Discover ways to turn satisfied clients into loyal brand evangelists.

Operational Streamlining

Identify inefficiencies that drain resources and cost you revenue.

Custom Training Program

Receive a tailored strategy designed specifically for your agency’s needs and goals.

Follow-Up Q&A Session

Get clarity and guidance 30 days later to ensure your strategies are delivering results.

Key Benefits

01

Empowered teams who work in alignment with your goals.

02

Enhanced client experiences that build loyalty and advocacy.

03

Increased revenue opportunities from a stronger foundation.

04

Clear, actionable strategies for sustainable growth.

05

Streamlined operations that save time and money.

Ready to Build a More Emotionally Intelligent Workplace?

Great teams don’t just perform they communicate, adapt, and lead with clarity. Emotional intelligence is the difference between constant turnover and a culture people want to stay in.

Let’s fix what’s costing you good people, missed goals, and wasted time.

A sales training and consulting company that helps insurance professional increase their revenue and sales performance through tailored training, audits, and ongoing support.

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