Elite Producer Training

Why be Average when you can be Elite?

Differentiate your value. Create more opportunities. Convert more effectively. Build a business that can scale.

Artificial intelligence is changing how insurance is researched, marketed, sold, and serviced. Information that once differentiated producers is becoming instantly available.

The producers who succeed will combine technology, intellectual property, behavioral insight, and disciplined execution to create a client experience competitors cannot easily replicate.

Elite Producer Training is a practical development experience designed to help insurance producers build that advantage.

Participants will leave with a clearer growth strategy, a repeatable operating system, and ready-to-use tools that support execution long after the initial training concludes.

Do you want a CLEAR PATH to Elite Production?

Learn the priorities, disciplines, and operating practices associated with producers who generate significant annual new business, including the path toward the $1 million annual new-business level.

[Space Limited - Register NOW to Reserve Your Seat]

Hosted by the Max Revenue Podcast

Elite Producer Training will be hosted by Trey Shields and Micah Salas of the Max Revenue podcast.

Trey and Micah will serve as event MCs, guiding participants through the experience, connecting key ideas across each session, and keeping the conversation focused on practical producer growth.

Known for their candid discussions about insurance sales, leadership, and agency performance, they will bring the same energy, perspective, and real-world relevance that listeners have come to expect from Max Revenue.

What You Will Learn

1. Messaging, Differentiation, and Intellectual Property

Most producers describe themselves using similar language: experience, service, relationships, and access to markets. Those qualities matter, but they rarely create meaningful differentiation.

You will learn how to:

• Build a clear value proposition around the problems you are uniquely equipped to solve.
• Turn your experience into proprietary concepts, frameworks, and client-facing tools.
• Use AI to develop, test, and strengthen your messaging.
• Shift from product-centered conversations to insight-centered advisory conversations.

The goal is not simply to sound different. It is to become meaningfully different in the eyes of the client.

2. Behavioral Science for Insurance Producers

Insurance decisions are influenced by trust, emotion, uncertainty, framing, and cognitive bias.

Drawing from the work of Chris Voss, Daniel Kahneman, and Dan Ariely, this training translates behavioral science into practical sales techniques.

You will learn how to:

• Use tactical empathy and stronger questions to uncover priorities, concerns, and hidden objections.
• Recognize how loss aversion, risk perception, and cognitive bias shape decisions.
• Frame recommendations in ways that create clarity and reduce resistance.
• Navigate negotiation and closing conversations with greater confidence.

These techniques are designed to help clients make better decisions while improving producer conversion

3. Prospecting Management

Elite producers do not rely on occasional bursts of activity. They build systems that create consistent opportunity.

You will learn how to:

• Select, prioritize, and research the right prospects.
• Build a repeatable prospecting cadence supported by AI.
• Expand your network through introductions, referrals, and strategic relationships.
• Measure which activities are creating real opportunities and revenue.

The objective is to replace random activity with a disciplined opportunity-creation system.

4. Productivity and Producer Capacity

Without the right operating system, producers become trapped in meetings, service work, administration, and competing priorities.

You will learn how to:

• Structure your calendar around high-value growth activities.
• Protect time for prospecting, relationship development, and client strategy.
• Determine what to complete, delegate, automate, or eliminate.
• Clarify team roles and increase capacity without simply working more hours.

Productivity is not about doing more. It is about investing your best time in the work that creates the greatest value.

More Than Training: An Implementation System

Elite Producer Training is designed to turn ideas into action.

Participants will receive practical resources such as:

• Value proposition, intellectual property, and messaging development tools
• AI prompt libraries, prospect research templates, and meeting-preparation guides
• Discovery, negotiation, productivity, delegation, and accountability resources

You will not have to build the system from scratch.

What You Will Take Away

Ready-to-Use Tools

Receive practical resources that support messaging, prospecting, AI adoption, behavioral conversations, productivity, and team management.

Four-Month Implementation Support

The initial training is followed by four online sessions designed to reinforce the material, address obstacles, and maintain momentum.

Access to Advisors and Additional Resources

Participants will have access to program advisors and receive additional tools throughout the four-month implementation period.

Program Structure

Elite Producer Training

An intensive training experience focused on the capabilities, systems, and tools required to become a producer of the future.

Dates: 

October 28th | 3pm - 5pm MT

October 29th | 8am - 4pm MT

Location: 

Gaylord Rockies Resort & Convention Center

6700 North Gaylord Rockies Boulevard, Aurora, CO 80019

Room Rate:

$259.00 plus fees and taxes per night

Four-Month Implementation Series

Participants will attend four online sessions focused on:

• Applying the training to active opportunities.
• Evaluating progress and addressing execution gaps.
• Solving real-world challenges with advisor support.
• Introducing new tools and setting priorities for the next month.

Online Zoom sessions will be held Tuesdays at 1pm ET

Dates: 11/17, 12/15, 1/19, 2/16

Who Should Attend?

Elite Producer Training is designed for:

• Established and high-potential producers seeking their next level of growth.
• Producers pursuing guidance to 2-5x their new revenue goals.
• Producers who want a clear path to achieve $1 million in new revenue.
• Sales leaders responsible for producer development and performance.

This Is Not Another Motivational Sales Seminar

You do not need more generic encouragement to prospect harder.

You need:

• A stronger reason for prospects to choose you.
• A practical strategy for using AI and behavioral science.
• A repeatable system for prospecting, productivity, and team leverage.
• Tools, accountability, and continued support that make execution easier.

That is what Elite Producer Training is built to provide.

Frequently Asked Questions

Will tools and templates be included?

Yes. Participants will receive tools designed to support implementation across the major areas covered.

Do I need previous experience using AI?

No. The program is designed around practical use cases for producers at different levels of AI experience.

What happens after the initial training?

Participants will take part in four online follow-up sessions and have access to advisors during the four-month implementation period.