Develop your people
Structured training, certifications, and onboarding paths to get every team member up to speed.
People. Process. Performance.
Build a stronger team. Run a smarter agency.
Training, team accountability, and AI-powered support built for insurance agencies.
Built by an agency owner. Designed for your entire team.
The system behind your next stage of growth.
A complete training and team management platform to help you build a stronger, more consistent insurance agency.
Strengthen your process
Proven sales and service playbooks that create consistency and drive better results.
See your performance
Track team progress, certifications, and key activity so everyone stays focused.
Why Agency Elite?
Stop rebuilding the system every Monday.
Give your team a consistent framework for learning, execution, and improvement—without adding more work to your plate.
Save 20+ hours per week
We’ve already built the system for you.
Train your entire team the same way
No more guesswork or inconsistency.
Improve performance
Better conversations create better results.
Build a stronger team culture
Create accountability without micromanaging.
See a faster return
Get new hires productive more quickly.
Focus on growing your agency
Spend less time managing daily tasks and more time working on your business.
A complete operating system
Your path to a high-performing agency.
Everything your agency needs—from training your team to tracking performance—in one system.
Onboard
Add team members, assign roles, and start tracking progress immediately.
Train
Structured, step-by-step learning paths for new hires, sales, service, operations, and management.
Reinforce
Built-in quizzes, certificates, and accountability checkpoints make training stick.
Optimize
Use analytics to identify performance gaps and continuously improve your agency.
What this covers
Training across every part of your agency.
Not just sales. Build stronger skills, habits, and systems across every role.
Sales
Service
Operations
Management
Hiring
Onboarding
A clear path for every role.
Role-based training and resources to help every team member grow, contribute, and succeed. Built from real agency experience and shaped by feedback from agency owners, managers, and team members. Agency Elite brings the training, tools, and structure your entire team needs into one platform.
- New Hire Certification
- Sales Certification
- Service Certification
- Playbooks
- Quick Hits
- Live Training
Agency Owners
Lead with clarity.
Managers
Coach with confidence.
Team Members
Grow with purpose.
AI toolkit
Our Playbooks. Your standards. Powered by AI.
Practical tools to help you train, coach, and scale your team.
AI Ask Rick
Get instant, practical answers to your agency questions.
AI Global Search
Find answers across all training content.
AI Quizzes & Exams
Reinforce learning and track progress.
AI Analytics
Turn training and team activity into clear performance insights.
The next evolution of Agency Elite
And we’re just getting started.
More AI-powered tools are in development to help agency owners train smarter, coach more effectively, and build stronger teams.
New capabilities will be introduced as they’re ready.AI toolkit preview · Availability varies by release and plan.
Before and after
More clarity. Less chasing.
The Old Way
- Training scattered across files
- New hires unsure where to start
- Repeated questions interrupt the day
- Progress takes manual follow-up
With Agency Elite
- Training resources in one place
- Structured learning paths and playbooks
- Searchable resources and AI Support
- Team progress visible to managers
Agency owner success stories
Built for agencies. Trusted by agency owners.
Hear from owners putting Agency Elite into practice.
My Team hit our entire last year’s life production in one month after working with Rick and his team. His systems and processes are easy to apply.
My team loves Agency Elite. Rick and his team are the best! The agent sessions have helped my agency tremendously.
I’ve learned how to work less and earn more through simplicity and automation. The team is more clear on process and expectations.
Agency Elite is amazing. Great for training team members and also great content for agents with the live meetings they have weekly & monthly. Reach out to Rick Duran.
We recently started using Agency Elite to help provide a consistent, proven system to enhance our agency growth. I cannot recommend it enough to anyone looking to take their business to the next level. Rick and his team are genuinely enthusiastic about helping other teams achieve their goals.
Rick's Agency Elite has been a game changer! One month in and my team already says it's the best training system they've had. And the increase in our Life production so quickly is proof the systems work. Highly recommend to any agent looking to help their team with simple, easy to implement, sales strategies.
Rick's Agency Elite is a valuable addition to my office and team development and success. Team is excited and engaged with the strategies and executing at next levels.
Rick’s Agency Elite is awesome and he has been a huge resource to me and my team. My team and I are really liking his presentations. They are starting to implement the 8 questions and are starting to have some success right away. It is crazy how there are agencies that have issued more life policies this month then we did all year long!! Definitely inspiring!
Just wanted to share a quick success story. My team ended the month with 38 Submitted Life apps and they told me it was in part to the two weeks of training they have done. They have taken a different approach to the conversations and feel so much more comfortable going for bigger premiums and pivoting to more customers.
Membership options
Build. Grow. Scale your insurance agency.
Choose the support that fits your next stage.
Not sure if Agency Elite is right for your agency?Let's discuss your goals, see how Agency Elite can help, and determine if it's the right fit. No pressure, just an honest conversation.
Schedule a Call Free resources & live training
Start building a stronger agency today.
Explore practical tools, training, and ideas from Agency Elite.
FREE COURSE
Recruiting & Onboarding
Build a more consistent approach to finding, onboarding, and developing your team.
Take the Free CourseFREE COURSE
Discovery Conversation
Help your sales and service teams lead great discovery conversations that uncover and meet each customer’s needs.
Take the Free Course
EMAIL SERIES
Elite Edge Emails
Practical ideas on people, process, and performance—delivered to your inbox.
Join Elite Edge
LIVE TRAINING
Agency Owner Training Call
Join Rick for practical conversations about leading your team and growing your agency.
View the Next CallExplore the Free Agency Growth Library
More training, checklists, and practical tools for building a stronger agency.
Hiring & careers
Build your team. Build your career.
Explore opportunities for agencies looking to grow and professionals ready for their next move.
For agencies
Find a remote team member.
Explore sales and service talent with structured onboarding, practical training, and continuous support.
- Remote sales & service talent
- Structured onboarding & training
- Continuous development & support
For candidates
Explore remote careers.
Connect with insurance agencies that invest in your development through clear learning paths, practical playbooks, and ongoing support.
- Remote W-2 opportunities
- Warm leads & uncapped commission potential
- Flexible hours & room to advance
FAQ
A few things you may be wondering.
Agency Elite is a training platform and operating system built for insurance agencies. It gives you the systems, structure, and tools to train your team, improve performance, and grow with consistency—not guesswork.