The Sales Manager Toolkit

Don’t waste your money on local sales consultants that don’t know insurance, buying CRM tools that producers won’t use, or hiring full time sales managers that few will respect.


The Sales Manager Toolkit is by far the most complete, field-tested “how to” system with done-for-you templates, and checklists designed specifically for small and medium size independent insurance agencies.


This program is guaranteed to help you bring in more new business, higher closing rates, bigger accounts and more AOR/BORs at less expense and with more profits or you don’t pay a dime.


The Sales Manager Toolkit gives you proven templates for:

-Precall strategy (prepare for the incumbent)

-Ladder of Abstraction (develop real differences)

-Picture Perfect Recipe Card Template (write the best wedges ever)

-Creating The Flow Worksheet (create great introduction sources)

-SODAR (create great stories to help your client with the introduction)

-Complete Systems for training both new and existing producers

-How-to Guide for creating a real sales culture in your organization

-30 Year Timeline (expose all the enormous financial challenges)

-3 Year Visionary Goal (help develop 3-4 year strategy to rapidly grow book)

-12 Month Action Plan (break it down with day to day activities)

-Top 20 Account Analysis

-Bottom 40 Account Analysis

-Time Utilization and Money Enhancement Strategy

Recorded sessions from coaching calls with Randy Schwantz and other smart agency owners to teach you what’s working right now and answer any questions you have about how to implement a sales culture in your agency.


These recordings are saved into a library of downloadable audio files you can listen to over and over again at your convenience.


We also have a dedicated, full-time support staff available to answer any questions you have and help you with any producer challenges you are faced with. You can reach our support team by calling 214-446-3209, or simply email your questions.

My Iron-Clad, 100% “You-Can’t-Lose” Guarantee:

I’m so confident that this program will help you take sales away from incumbent financial advisors, enabling you to increase sales and deliver the results I’m promising, that I’ll back it up with a DOUBLE guarantee.

Guarantee #1: 365-Day Trial, 100% Money-Back Guarantee

I want to give you one full year (365 days) to use this system and see for yourself just how powerful and amazing it is. Watch the training videos. Read the manual. Put it to work for YOU. Use it to generate more clients by winning them away from their current advisors. If you are not completely head-over-heels thrilled with the content and the results, I insist that you return it to me for a full, prompt, no-questions asked refund. No hassle, no problems, no payment.

Guarantee #2: Ten-Times-Your-Investment Two-Year Guarantee

After the first year, you will still have another full year to use the materials and strategies in the Workshop. If after this you can show me that you have implemented the basic processes and it didn’t make back 10 times your investment – that’s over $8,000 in new sales, that you wouldn’t have made otherwise – just send all of the materials back and I’ll issue you a full and complete refund when we receive it. After all, if the Workshop doesn’t deliver the results I’m promising, I don’t deserve to keep your money. I will buy it back from you and refund every penny you paid for it. All I ask is that you show me proof that you actually used at least 3 of the strategies outlined in the kit.

“I want INSTANT ACCESS to The Sales Manager Toolkit!”

I want to get my hands on the same proven systems and strategies that have already helped thousands of small and medium agencies to you can instantly implement to help producers generate strategies to win new business by differentiating themselves, your agency and rapidly move the prospect from content to angry at the incumbent agent.


I’ll receive:

18 CRISP Sales Meeting Video Training Modules
Instant Access To The Workbooks and Template Library
Two Tickets To The Sales Leadership Conference
The 3 Great Struggles of Agency Principals & How to overcome them
Books by Randy Schwantz:
The Wedge, Breaking the Sales Barrier, Red Hot Introductions, How To Get Your Competition Fired, GRIT How to Find, Hire and Develop REAL Producers, Agency Growth Machine
The Wedge Role Play CD
Total Value:

You Pay Only $3,997!

What Our Clients Say