The Academy — GRWTH TECH CRM
THE ACADEMY

Everything you need to go from licensed to confident producer.

The GRWTH TECH Academy is the training library that no one built for independent insurance agents — until now. Product training, scripts, objection handling, and CRM walkthroughs — all in one place.

Add-on — available on all CRM plans See the Curriculum
GRWTH TECH Academy
3 of 6 modules complete
  • ✅ Module 1: CRM Mastery
  • ✅ Module 2: Mortgage Protection
  • ✅ Module 3: Annuities
  • ⏳ Module 4: IUL
  • 🔒 Module 5: Scripts & Phone Skills
  • 🔒 Module 6: Recruiting
THE PROBLEM WE SOLVE

Most agents get their license and then figure it out alone.

There is no standard training library for independent insurance agents. You get licensed, you get a carrier contract, and then you are on your own. The GRWTH TECH Academy changes that. It is the complete training resource every agent should have had from day one — and it lives directly inside your CRM platform.

6
Complete Training Modules
100%
Built for Independent Agents
∞
New Content Added Monthly
CURRICULUM

What you learn inside the Academy

Module 1 — CRM Mastery

A complete walkthrough of your GRWTH TECH account — every feature, every setting, every workflow. Start here on day one.

Topics covered

Account setup | Pipeline management | Automation workflows | Calendar and booking | Reporting dashboard | Voice AI configuration

Module 2 — Mortgage Protection

Product basics, carrier overviews, quoting guides, and the exact conversation framework for MP clients.

Topics covered

What MP is and how it works | Ideal client profile | Lender referral strategy | Common objections + responses | Carrier comparison overview | Field underwriting basics

Module 3 — Annuities

How to have a retirement income conversation with near-retirees and convert them to annuity clients.

Topics covered

Fixed vs indexed annuity | Rollover conversation framework | Suitability basics | Income rider explanation | Common objections | Carrier overview

Module 4 — IUL

Concept selling for indexed universal life — positioning it as a retirement vehicle, not just insurance.

Topics covered

IUL vs 401k | Tax-free retirement positioning | Illustration request process | Three client avatars | Objection handling | Long-term nurture strategy

Module 5 — Scripts and Phone Skills

Word-for-word scripts for every stage of the sales process — opening calls, presentations, objections, and closes.

Topics covered

First call framework | Discovery questions | Presentation structure | The 8 most common objections | Closing language | Follow-up call scripts

Module 6 — Recruiting

How to use the Recruiting Snapshot to find, qualify, and onboard agents into your downline.

Topics covered

Survey setup and lead scoring | LinkedIn and Facebook recruiting | Career changer vs licensed agent messaging | The intro call script | Licensing support process | Onboarding new agents

Plus: a full resource library

📋 Reference Materials

  • Carrier overviews for each product line
  • State licensing requirement guides
  • Underwriting cheat sheets
  • E&O and compliance basics

🗣️ Sales Resources

  • Objection handling playbooks
  • Client avatar profiles for each product
  • Email and SMS templates
  • Voicemail drop scripts

🔄 Monthly Updates

  • New content added every month
  • Market updates and rate changes
  • New scripts as products evolve
  • Logan's strategy notes from his team's current activity

Is the Academy right for you?

FOR

  • ✓ Agents who are brand new to financial services
  • ✓ Experienced agents adding a new product line
  • ✓ Agents who want structured scripts and objection handling
  • ✓ Team leaders who need a training library to onboard new recruits
  • ✓ Agents who want to understand the "why" behind each product before selling

NOT FOR

  • — Agents with 10+ years and a fully built training system already
  • — Agents looking for carrier-specific compliance or legal training
  • — Agents looking for a replacement for their state licensing education

Add the Academy to any CRM plan.

The Academy is an add-on — not bundled into Starter, Pro, or Premium. Activate it from your dashboard when you are ready.

PRO
$297/mo

Recruiting + 3 snapshots of your choice, 3 seats, and Premium Content Vault

Go Pro →
PREMIUM
$497/mo

All 8 snapshots, up to 15 seats, white-glove setup, and Premium Content Vault

Go Premium →

Want the Academy? Add it to any plan from your account dashboard — or ask on your onboarding call.