Agency Foundation

Creating outstanding customer experiences drives everything we do – but we don’t spend a ton of extra effort in doing so.  You’ll learn how Sean went from producing the most applications in his office to managing the systems & processes that lead to huge results in production and retention.

Email Templates, Text Scripts, Signatures

Email templates drive a lot of the SPEED Training Systems.  If you have to spend more than 30 seconds thinking about how to word an email, call timeout and check the folder for pre-written emails, text scripts, and signatures.  

Tech Tips

What are the possibilities if each one of your team members had an extra 30 minutes back in every single working day?  We’ve got tips and tricks for every piece of the day – it starts from the time you log into your computer, Bod Report, Outlook, Internet Explorer, Chrome, Adobe, Excel, Word, and we finish with tips on optimizing your workstation.  


We start at 9am and go until about 4:30pm with a break for lunch.  SPEED starts with an overview of how you can deliberately “architect” your agency using multiple strategies to create a “Green” positive experience for your customers, while freeing up time for your team to accomplish more each and every day.

We cover how we’ve turned the BOD report into a retention and sales tool as opposed to a thankless service role that takes up the entire day.  Next, we move on to the rest of the 50+ templates that we use to increase sales, document conversations, and create accountability with the agent on what is happening in the agency on a daily basis.  We finish with over 2 hours of technology tips that will bring hours back into you and your team’s day – this is the fun part that we continue to update with new tips for each class.

Our goal for you is to be able to implement these strategies in your office on the next business day.  We give you the tools you will need to take your agency to the next level:

  • Custom Email Templates ready to go out of the box
  • Signatures – Training & scripts on when to use them vs. templates
  • Technology Tips to optimize your workstation
  • BOD Systems to find missed sales opportunities
  • Documents that you can edit to create a professional appearance
  • SFConnect – Training, scripts, optimization
  • IFR – Preparation, documentation, etc.
  • Much more!

Who Should Attend?
We recommend the agent attend with their office manager and additional team members who work with clients on a regular basis.  Once you have the systems implemented, agencies will typically send their new hires and sales people.  The feedback is that team members can see the immediate benefit of doing the SPEED system, so there is less push back during implementation.  Once your entire team is on the same page, it is a game changer.

The cost for the in-person SPEED Training workshop is $899 for the 1st person from each agency, and $499 per additional person.  We accept cash, check, and credit card (Visa, Mastercard, American Express).  Future classes for the rest of your team or refreshers for alumni are $499 per person.  We need an RSVP to secure your spot.  Seating is limited and is on a first come basis so please reserve your seat early.  Only paid seats are guaranteed, and the cost of the workshop can change depending on location.

More Information / Training Videos:


Satisfaction Guaranteed

Custom Email Templates


SPEED started in 2016 when Sean Morton was asked to speak at a Fall Planning conference.  A Colorado Sales Leader was putting together a presentation focused on preparing your agency for technology changes by the year 2020, and how to use systems & processes to run everything.  Sean has a background in technology and has gone from doing everything in his agency (production, service, BOD, etc.) to relying on our processes to coach his team on how to run the business.  After going back and forth on ideas, the Sales Leader finally just asked him to present at the conference on how he runs his agency.

This led to an in depth Workshop a few weeks later and has grown from there.  Sean now does a Workshop every month or so in the Denver area, and a few others across the country throughout the year.

I am committed to helping you experience how systems, processes, and technology can be a game changer in your agency.   If you are on the fence, or if you have any questions, don’t hesitate to reach out to me.