State FarmAgency Teams
Consider Your Team’s Growth
Covered.
A live, twice-monthly group training program built specifically for State Farm teams: the kind of training that turns a good book of business into a genuinely great agency.
Better Teams Make Better Neighbors.
Southwestern Consulting’s training clients see over a 25% increase in production, on average.
Based on Southwestern Consulting’s own client outcomesSharpen Skills
Phone confidence, quoting, objection handling and closing, sharpened live, session after session.
Build Confidence
Every producer hearing the same coaching, at the same time, builds a floor no one falls below.
Solidify Systems
Follow-up, referrals and policy reviews stop depending on any one person’s memory or mood.
Grow Production
Cross-selling, household penetration and lead generation built into how the agency already runs.
Built for State Farm agencies specifically.
This isn’t a generic sales seminar. Southwestern Consulting built this curriculum around the day-to-day reality of running a State Farm agency: golden hours, household penetration, policy reviews, and the call reluctance that quietly caps production.
Every seat in the agency, not just the top producer.
Owners enroll their whole team: new hires still building call confidence, tenured producers ready for advanced cross-selling, and the CSRs who turn service calls into sales opportunities. Everyone trains on the same system, at the same time, live.
Agencies that train with Southwestern Consulting see
retention climb 40%.
Full Coverage for Your Team’s Potential.
24 sessions. Four disciplines. Every topic on the agenda is covered live over the course of the cohort, organized into the four disciplines that make up a great agency.
Mindset & Confidence
6 sessions- Personal & team vision for the agency professional
- Building unconditional confidence
- Action vs. procrastination
- Emotional intelligence in client conversations
- Sales physiology & energy management
- Becoming a student of the game
Sales Execution
6 sessions- Phone confidence & overcoming call reluctance
- Winning the introduction / discovery
- Quoting with intention
- Objection handling mastery
- Confident closing techniques
- Presentation skills for insurance advisors
Production Systems
6 sessions- Understanding critical success factors (CSFs)
- Golden hours & time blocking
- Pivoting, cross-selling & household penetration
- Effective follow-up systems
- Referral systems that multiply production
- Lead generation beyond internet leads
Retention & Leadership
6 sessions- Turning service calls into sales opportunities
- Creating a personal sales culture
- Advanced problem solving
- Service recovery & retention
- Handling underperformance personally
- Conducting powerful policy reviews
Everything your agency needs to know.
What’s Included
- Two monthly coaching sessions
- Access to learning hub and exclusive content
- Community forum for discussion
- Ability to add or remove team members as your team evolves
- 2026 pricing locked in for the life of your enrollment
- Team skill assessments at the start and end of the program
Investment is $350 per month, per office, at 2026 rates. Enroll now to lock in this price before it goes up in 2027. A second office joins for 50% of that rate ($175 per month, covering up to two people). Bring your whole team: producers, CSRs and account managers all train together, so the whole agency is working from the same playbook. Price does not include a 3% credit card processing fee; ACH payment is available with no added fee.
Before you enroll.
Does the whole agency need to enroll?+
One membership covers your whole office, not a single agent. Producers, CSRs and account managers all train together under the same $350 per month membership, and a second office can join for 50% of that rate ($175 per month, covering up to two people), so there’s no need to enroll people one at a time.
What if someone misses a live session?+
Talk to your Southwestern Consulting contact about make-up options for your cohort. The program is built around live, twice-monthly sessions, so attendance is what makes the coaching stick.
Is this the same as Southwestern Consulting’s 1:1 coaching?+
No. Group Training is a separate, State Farm-specific program delivered to your whole agency together, rather than individual 1:1 coaching. Ask your consultant if a 1:1 track makes sense alongside it.
Seats are limited to keep the cohort coachable. Don’t Let This Opportunity Lapse.
State FarmAgency Teams
Let’s Get Your Team Enrolled.
Fill out the form below to begin enrollment for the Nov 3 cohort (1st and 3rd Tuesdays, 3:00 PM ET on Microsoft Teams). Once you submit, someone from our team will reach out to discuss next steps.
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