Insurance Sales Coach Resources
Original research and playbooks for insurance sales teams
We coach insurance producers every day. The patterns we see become the articles, data studies, and PDFs below — written by practitioners, free to read, and updated monthly.
- producer-day activity records analyzed
- 12,400+producer-day activity records analyzed
- original research
- 100%original research
- no email needed for articles
- Freeno email needed for articles
- new research published
- Monthlynew research published
Three pillars
Pillar guide
Cold Calling
Research, scripts, and frameworks for insurance producers running outbound activity.
Pillar guide
Sales Management
Activity metrics, coaching cadences, and pipeline systems that compound producer output.
Pillar guide
Leadership Development
How top producers transition into managers without losing their best reps.
Start here
The most-read pieces from our library.
Find what fits your role
Curated collections by who you are and what you need to learn next.
For New Insurance Producers
Resources for insurance producers in their first year. Cold calling fundamentals, prospecting frameworks, and the daily activity patterns that separate producers who make it from those who don't.
See all resourcesFor Sales Managers
Coaching frameworks, performance dashboards, 1:1 conversation guides, and the activity metrics that actually predict producer success. Built for sales managers running insurance teams.
See all resourcesFor Agency Owners
Recruiting, retention, performance management, and operational playbooks for agency owners building sustainable, high-producing teams. Specifically calibrated for Farmers Insurance agency operators.
See all resourcesDiagnostic tools
Personalized assessments built on the same datasets behind our articles.
Producer Performance Scorecard
Score your daily activity against the patterns of top-decile insurance producers. 12 questions, ~5 minutes.
Take the assessmentCold Call Effectiveness Diagnostic
Diagnose where your cold calls are losing momentum — opener, qualifying, or close.
Agency Health Check
Stress-test your agency on retention risk, manager bench depth, and pipeline coverage.
Our approach
How we approach insurance sales coaching
Most insurance sales coaching content online is written by generalist marketers who have never coached a producer. The advice rhymes with itself — same five tips, repackaged endlessly, never tested against real activity data.
Insurance Sales Coach is different by construction. We are working insurance sales coaches who built a coaching tool because the spreadsheets and scripts we already used to train producers were too good to keep to ourselves. Every piece in this library either reflects original data we have collected or frameworks we have validated with real producers in real agencies.
That is the editorial standard for everything we publish — and the reason we let the articles stay free.
Browse the full library
ArticleThe Data Behind Cold Calling: Why Most Insurance Producers Fail in the First 15 Seconds
We analyzed 500 recorded insurance cold calls. The first 15 seconds predicted 80% of outcomes. Here's exactly what separated the calls that converted from the calls that died.
ArticleThe 5 Activity Metrics That Actually Predict Insurance Producer Success
After tracking 12,400 producer-days of activity data, only five metrics consistently predicted who would hit quota. Most of the metrics on the average sales dashboard were noise.
ArticleFrom Top Producer to First-Time Sales Manager: The Transition That Breaks 60% of Insurance Agencies
Promoting your top insurance producer into a manager role fails 60% of the time. The pattern behind those failures is consistent — and avoidable if you redesign the role before the promotion.
Free PDF20 Cold Call Openers That Get Past the First 15 Seconds
Free PDF with 20 word-for-word cold call openers used by top-decile insurance producers. Includes the four-step structure, voicemail variants, and walk-back lines for hard nos.
Free PDFThe 90-Day Insurance Producer Onboarding Plan
Free PDF with a week-by-week ramp blueprint that gets new producers to first close in 60 days, not six months. Includes the daily activity targets, weekly coaching checkpoints, and the manager scorecard.
Most-requested download
Get the entire Producer Library
One email, every PDF — combined into a single document. Includes 2 playbooks covering cold calling, onboarding, and coaching frameworks. Backed by our 90-day money-back guarantee on every Insurance Sales Coach plan.
About this library
Why insurance producers, sales managers, and agency owners read Insurance Sales Coach
The Insurance Sales Coach Resources library publishes original research, producer playbooks, and coaching frameworks for insurance sales teams. Every article is written by working insurance sales coaches and is free to read; tactical PDFs (cold call openers, onboarding plans, coaching templates) are gated only by a free email signup.
Producers come here to fix specific problems — a stuck pipeline, a cold-call opener that does not land, a stretch of rejection that feels personal. Sales managers come here for the activity-metric frameworks and the weekly coaching cadences that move team production. Agency owners come here for the leadership development and recruiting playbooks built on what we have seen across the Farmers Insurance network.
Resources are organized into three pillars — cold calling, sales management, and leadership development — and three persona collections built around outcomes rather than topics. The full editorial standard, including how we collect and validate the data behind every claim, is in our methodology page.