303-955-4220

Insurance sales coaching

Sales coaching for insurance agents.

Quote fast, follow up on every open quote, and turn every renewal into a review call.

Book a 20-minute callFind a coach

A live person answers. Not a robot, not a phone tree. Updated September 2026.

The short answer

Call every new quote request inside 5 minutes, follow up on every open quote on a set plan, and book a review call on every renewal. Score quotes, closes and reviews every day.

Speed to quote

5 minutes.

The first agent to call writes the policy more often.

Open quotes

A plan for each.

Every open quote gets a follow-up schedule.

Renewals

A review call.

Every renewal is a conversation, not an email.

Referrals

Ask every time.

Ask at the close and at every review.

Your day, scored

Four numbers. Bronze, silver, gold.

Starting lines. Your coach sets them to your market.

Daily scorecardInsurance agents
Daily activityBronzeSilverGold
Conversations101520
Quotes delivered358
Open quotes followed up60%80%100%
Review calls booked123

How do I close more open quotes?

  • Call inside 5 minutes. Online quote requests go to the first agent who calls.
  • Deliver the quote live. On the phone or on video, never only by email.
  • Follow up on a schedule. Day 1, 3, 7, 14 and 30. Every touch has a reason.
  • Ask for the decision. "Do you want the policy to start on the 1st or the 15th?"

How do renewals turn into more business?

  • Book a review, not a reminder. A 15-minute call before every renewal.
  • Check the gaps. Umbrella, life, business, new drivers, a new home.
  • Ask for one name. "Who else do you know who should have this review?"

Go deeper

Where to go next.

The daily scorecardScorecardCoaching by industryIndustriesFind a coachCoachesCoaching vs. trainingCompare

Questions

Quick answers.

Do insurance agents need a sales coach?

A coach pays for itself when quotes sit open. Coaching sets the follow-up plan and the daily numbers, then checks them weekly.

Book a coaching call

Book a call about insurance agents coaching.

303-955-4220

A live person answers. Not a robot, not a phone tree.

  • 20 minutes. Your numbers, your calendar, one plan.
  • A real coach. A working team leader who still sells, not a call center.
  • No contract on the call. You leave with the plan whether you hire us or not.

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Elevate Sales Coaching is run by Brian Lee Burke, team leader of the Kenna Real Estate Group at Keller Williams DTC (KWDTC).