Our Products & Systems

IAOS Agency Platform

The IAOS Agency Platform is a full-scale, all-in-one agency operating system designed for insurance agencies that want to scale efficiently, standardize operations, and train teams faster. The platform combines proven agency tools, documented SOPs, and a comprehensive video training library to create repeatable success across every core department.

Core Value Proposition

Build, train, and scale a high-performing insurance agency—without reinventing the wheel.

The IAOS Agency Platform eliminates operational guesswork by providing:

• Ready-to-use agency systems
• Role-specific SOPs
• On-demand training for every team member
• Consistent workflows that reduce errors and increase speed

1. Video Training Library

A structured, on-demand learning system built to train new hires and upskill existing staff.

Key Features:

• Step-by-step walkthroughs of real agency processes
• Role-specific training paths
• Consistent messaging and execution across the agency
• Easily repeatable onboarding for new team members

2. Agency SOP Library (Standard Operating Procedures)

Documented, proven procedures that remove ambiguity and ensure consistent execution.

Team SOP Categories:

Service Team SOPs

• Policy servicing workflows
• Renewals and customer touchpoints
• Coverage reviews and client retention processes

Support Team SOPs

• Internal agency support workflows
• Administrative task handling
• Interdepartmental coordination procedures

Endorsements Team SOPs

• Policy change requests
• Carrier communication standards
• Documentation and follow-up processes

Quotes Team SOPs

• New business intake
• Quoting workflows and turnaround standards
• Carrier selection and presentation procedures

Outcome: Predictable results, fewer mistakes, faster turnaround times, and clearer accountability.

Ideal Users

• Independent insurance agencies
• Growing agencies hiring new team members
• Agency owners seeking operational consistency
• Teams needing structured training and SOPs

Key Benefits

• Faster onboarding and training
• Consistent service delivery across teams
• Reduced operational friction
• Scalable systems without added complexity
• Less owner dependency on day-to-day operations

Use Cases

• Onboarding a new CSR or producer
• Standardizing workflows across multiple locations
• Improving service turnaround times
• Reducing errors and rework
• Preparing the agency for growth or acquisition

The IAOS Agency Platform isn’t just training—it’s the operating system your agency runs on.

IAOS Agency Toolkit

The IAOS Agency Toolkit is a ready-to-deploy operational toolkit designed to help insurance agencies launch, organize, and streamline daily workflows quickly and professionally. It provides prebuilt systems, templates, and forms that eliminate setup friction, reduce administrative errors, and create a consistent client experience across the agency.

This toolkit focuses on execution—giving agencies everything they need to operate efficiently from day one.

Core Value Proposition

Everything your agency needs to run clean, fast, and professional—already built.

The IAOS Agency Toolkit removes the need to create processes from scratch by delivering:

• Prewritten communication assets

• Fillable and standardized intake forms

• A centralized carrier application library

• Clear instructions for organizing agency systems

1. Agency Cloud System Setup Instructions

Step-by-step guidance for building a centralized digital filing and organization system.

Includes:

• Folder structure recommendations

• Naming conventions for files and clients

• Best practices for document storage and retrieval

• Scalable setup for growing agencies

Outcome: Cleaner operations, faster access to files, and reduced internal confusion.

2. Prewritten Outlook Email Signatures

Professional, compliant, and brand-ready email signatures for agency staff.

Includes:

• Role-based email signature templates

• Editable fields for names, titles, licenses, and contact details

• Consistent branding across the agency

Outcome: A polished, trustworthy appearance in every client interaction.

3. Fillable PDF Quote Intake Forms

Standardized intake forms that capture accurate information upfront.

Includes:

• Fillable, easy-to-use PDF quote request forms

• Structured data fields to minimize back-and-forth

• Designed for speed and accuracy

Outcome: Faster quoting, fewer errors, and improved carrier submissions.

4. Agency Form Templates

A library of commonly used agency documents, prebuilt and customizable.

Includes:

• Internal and client-facing forms

• Editable templates for repeated use

• Consistent formatting and language

Outcome: Reduced admin time and standardized documentation across the agency.

5. Carrier Applications & Carrier Forms Library

A comprehensive, organized collection of carrier-specific documents.

Includes:

• A large library of carrier applications

• Endorsement and supplemental carrier forms

• Organized for easy access and quick deployment

Outcome: Faster submissions, fewer delays, and smoother carrier interactions.

6. Prewritten Text Message Templates

Client-ready text templates designed for speed, clarity, and compliance.

Includes:

• Quote follow-ups

• Missing information requests

• Service notifications and updates

• Appointment reminders

Outcome: Consistent messaging, faster responses, and improved client engagement.

Ideal Users

• New insurance agencies setting up operations

• Growing agencies standardizing systems

• Teams looking to reduce admin workload

• Agency owners who want plug-and-play efficiency

Key Benefits

• Faster agency setup and onboarding

• Reduced administrative errors

• Professional, consistent client communication

• Less time spent creating documents and templates

• Improved operational speed and organization

Use Cases

• Launching a new agency

• Rebuilding messy internal systems

• Training new staff on standardized forms

• Improving response times and workflow efficiency

The IAOS Agency Toolkit is the operational backbone that keeps your agency organized, efficient, and professional.

IAOS AMS Structure

The IAOS AMS Structure is a proven framework designed to 10X the effectiveness of your Agency Management System (AMS). Instead of using your AMS as a basic database, IAOS transforms it into a fully automated revenue, service, and tracking engine.

This product delivers step-by-step guidance, automation logic, and reporting structures that turn everyday AMS activity into measurable growth.

Core Value Proposition

Stop using your AMS like a filing cabinet. Start using it like a growth engine.

The IAOS AMS Structure helps agencies:

• Automate repetitive tasks

• Create consistent follow-up without manual effort

• Track performance across sales and service

• Turn data into actionable insights

1. IAOS AMS Automation Framework

A complete automation structure built to reduce manual work and increase consistency.

Includes:

• Proven automation logic and workflows

• Trigger-based task creation

• Automated follow-ups and reminders

• Lifecycle-based automation strategies

Outcome: Less manual work, faster response times, and fewer dropped tasks.

2. How to Set Up IAOS Automations

Clear, step-by-step instructions to implement IAOS automations inside your AMS.

Includes:

• Automation setup walkthroughs

• Trigger and condition mapping

• Best practices for testing and optimization

• Real-world use cases for sales and service teams

Outcome: Reliable automations that actually work—and don’t break your system.

3. IAOS Email Campaigns Implementation

Prebuilt email campaign structures designed to run inside your AMS.

Includes:

• Campaign setup instructions

• Automated customer and prospect workflows

• Lifecycle and touchpoint-based campaigns

• Best practices for timing and segmentation

Outcome: Consistent communication without relying on manual follow-ups.

4. IAOS Text Templates Integration

Text messaging frameworks built for speed and compliance.

Includes:

• Implementation of IAOS text templates within AMS

• Trigger-based texting strategies

• Use cases for sales follow-ups, service updates, and renewals

Outcome: Faster client responses and higher engagement with less effort.

5. Defined AMS Reporting Structure

A standardized reporting system that shows what’s working—and what’s not.

Includes:

• Core sales, service, and retention reports

• Activity and performance tracking

• Pipeline and follow-up visibility

• KPI definitions and benchmarks

Outcome: Clear insight into team performance and agency growth drivers.

6. Sales Center & Tracking Optimization

A structured approach to managing and tracking new business activity.

Includes:

• Sales Center setup and workflows

• Lead tracking and status definitions

• Follow-up accountability systems

• Conversion and close-rate tracking

Outcome: More control over the sales process and higher close rates.

Ideal Users

• Agencies already using an AMS but underutilizing it

• Growing agencies needing automation and reporting

• Owners who want visibility without micromanaging

• Teams drowning in manual follow-ups

Key Benefits

• Reduced manual workload

• Fewer missed opportunities

• Improved follow-up consistency

• Better reporting and decision-making

• A scalable AMS structure that grows with the agency

Use Cases

• Automating new business follow-up

• Improving renewal retention

• Tracking sales and service performance

• Creating accountability across teams

• Turning AMS data into growth insights

The IAOS AMS Structure turns your AMS into the most powerful employee in your agency.

IAOS Marketing

IAOS Marketing is a strategic insurance marketing system designed to help agencies generate consistent visibility, inbound leads, and long-term brand authority. Instead of one-off campaigns, IAOS Marketing delivers repeatable frameworks, content strategies, and training that agencies can implement and scale.

The focus is on sustainable growth—combining organic and paid marketing with clear execution systems.

Core Value Proposition

Predictable visibility. Consistent leads. Scalable growth.

IAOS Marketing helps agencies:

• Build authority in their local market

• Drive inbound traffic through search and content

• Generate leads through paid ads

• Train teams to execute marketing correctly

1. Social Media Marketing System

A structured approach to consistent, compliant insurance content.

Includes:

• Content frameworks for insurance agencies

• Posting strategies for Facebook, Instagram, LinkedIn, and more

• Engagement and authority-building strategies

• Brand consistency guidelines

Outcome: Increased visibility, trust, and audience engagement.

2. Blog & Medium Content Strategy

Long-form content systems designed to attract organic traffic and establish authority.

Includes:

• Blog topic frameworks for insurance niches

• Medium post strategies for extended reach

• SEO-aligned content structures

• Publishing and repurposing workflows

Outcome: Long-term organic traffic and credibility with prospects and search engines.

3. Website SEO Optimization

A practical SEO framework tailored to insurance agency websites.

Includes:

• On-page SEO best practices

• Keyword targeting strategies

• Content optimization guidance

• Local SEO alignment

Outcome: Higher search rankings and more inbound quote requests.

4. Google Search Console Setup & Optimization

Visibility into how prospects find your agency online.

Includes:

• Search Console setup guidance

• Indexing and performance tracking

• Keyword and page performance insights

• Ongoing optimization recommendations

Outcome: Clear data on search performance and SEO opportunities.

5. Google My Business Optimization

Local visibility systems designed to dominate local search.

Includes:

• GMB setup and optimization steps

• Review generation strategies

• Posting and update workflows

• Local ranking best practices

Outcome: More local traffic, calls, and quote requests.

6. Google & Facebook Ads System

Paid advertising frameworks built specifically for insurance agencies.

Includes:

• Campaign structure and targeting strategies

• Ad copy and creative frameworks

• Budget and scaling guidelines

• Lead tracking and optimization methods

Outcome: Consistent lead flow with controlled ad spend.

7. YouTube Video Training System

Video strategies designed to build trust and authority at scale.

Includes:

• Video topic frameworks for insurance content

• YouTube SEO best practices

• Content repurposing strategies

• Training on filming, publishing, and optimization

Outcome: Stronger brand authority and long-term inbound lead generation.

Ideal Users

• Independent insurance agencies

• Agencies looking to grow inbound leads

• Owners wanting predictable marketing systems

• Teams responsible for in-house marketing execution

Key Benefits

• Structured marketing instead of guesswork

• Balanced organic and paid strategies

• Improved local and online visibility

• Scalable systems that grow with the agency

• Marketing clarity for owners and teams

Use Cases

• Building local market dominance

• Generating inbound quote requests

• Supporting producers with marketing assets

• Creating long-term brand authority

• Scaling marketing without relying solely on referrals

IAOS Marketing turns insurance marketing into a system—not a gamble.

IAOS Sales Platform

The IAOS Sales Platform is a structured sales enablement system built to get insurance producers producing—fast. Instead of trial-and-error selling, this platform gives producers and agency owners the exact systems, pipelines, and training needed to generate consistent sales activity and predictable results.

The focus is simple: shorten the learning curve, increase accountability, and scale producer output.

Core Value Proposition

Don’t hope your producers produce. Systemize it.

The IAOS Sales Platform helps agencies:

• Onboard producers faster

• Create consistent sales activity

• Track pipeline performance

• Build scalable producer teams

1. AMS Sales Center Training

Hands-on training to turn the AMS into a true sales command center.

Includes:

• Sales Center setup and configuration

• Lead and opportunity tracking workflows

• Activity tracking and follow-up standards

• Sales accountability frameworks

Outcome: Clear visibility into producer activity and performance.

2. IAOS New Lead Pipeline Template & Training

A proven pipeline structure designed to prevent leads from falling through the cracks.

Includes:

• Prebuilt lead pipeline stages

• Status definitions and exit criteria

• Follow-up cadence standards

• Pipeline reporting and tracking guidance

Outcome: Higher close rates and fewer missed opportunities.

3. IAOS Sub-Producer System

A structured framework for hiring, training, and managing insurance sub-producers.

Includes:

• Sub-producer role definition and expectations

• Hiring and onboarding outline

• Production benchmarks and ramp timelines

• Oversight and accountability systems

Outcome: Scalable producer growth without sacrificing quality or control.

Ideal Users

• Agency owners building or rebuilding a sales team

• New producers needing structure and direction

• Growing agencies adding sub-producers

• Agencies struggling with inconsistent production

Key Benefits

• Faster producer ramp-up

• Consistent sales activity and follow-up

• Improved pipeline visibility

• Scalable sales team structure

• Reduced dependency on top individual producers

Use Cases

• Onboarding a new producer

• Relaunching a stagnant sales team

• Scaling production without chaos

• Creating accountability in sales activity

• Building a repeatable producer system

The IAOS Sales Platform turns producers into performers—by design, not by luck.

IAOS Agent Platform

The IAOS Agent Platform is a leadership and management system built specifically for insurance agents and agency managers. It provides the structure, reporting, and financial clarity needed to make informed decisions, manage teams effectively, and keep the agency growing—not shrinking.

This platform is designed for those responsible for performance, profitability, and accountability.

Core Value Proposition

Run your agency with clarity, confidence, and control.

The IAOS Agent Platform helps agents and managers:

• Standardize leadership workflows

• Gain real-time performance visibility

• Track sales and commissions accurately

• Make data-driven growth decisions

1. Agent & Manager SOPs

Documented leadership workflows that define how the agency is managed.

Includes:

• Daily, weekly, and monthly manager responsibilities

• Producer oversight and accountability procedures

• Sales, service, and performance review workflows

• Decision-making and escalation processes

Outcome: Consistent management execution and reduced owner overwhelm.

2. AMS Agent Reports

Defined reporting structures that give leaders clear insight into agency performance.

Includes:

• Sales production reports

• Activity and pipeline visibility

• Retention and performance tracking

• Team and individual producer metrics

Outcome: Instant clarity on what’s working—and what needs attention.

3. IAOS Sales Log – Excel Template

A downloadable, ready-to-use sales tracking system.

Includes:

• Structured Excel sales log template

• Fields for tracking activity, production, and outcomes

• Designed for agent and manager review

• Supports accountability and coaching conversations

Outcome: Clear production tracking without guesswork.

4. IAOS Agency Commissions Training & Reports

A systemized approach to understanding and managing commissions.

Includes:

• Commission structure education and best practices

• Commission tracking methodologies

• Profitability and compensation reporting

• Insight into producer performance vs. payout

Outcome: Improved financial visibility and smarter compensation decisions.

Ideal Users

• Agency owners

• Managing agents

• Sales managers

• Leaders responsible for performance and profitability

Key Benefits

• Improved leadership consistency

• Better visibility into sales and operations

• Stronger accountability across teams

• Clear understanding of revenue and commissions

• Reduced surprises in performance and cash flow

Use Cases

• Managing producers and teams

• Tracking agency growth and decline trends

• Improving sales accountability

• Understanding commission profitability

• Making confident hiring and compensation decisions

The IAOS Agent Platform gives agency leaders the visibility and systems needed to scale with confidence.

IAOS Agency Excel

IAOS Agency Excel is a cloud-based, all-in-one agency information hub designed to simplify, centralize, and standardize critical agency data. Built for agents who want clarity without complexity, this template condenses essential systems into a single, easy-to-manage resource that supports daily operations and long-term growth.

This is the go-to reference tool your agency relies on every day.

Core Value Proposition

One spreadsheet. Total clarity.

IAOS Agency Excel helps agencies:

• Centralize critical information

• Reduce internal confusion and wasted time

• Create consistency across teams

• Support scalable, cloud-based operations

1. Agency Contacts

A centralized contact database for internal and external relationships.

Includes:

• Staff and internal contacts

• Carrier representatives

• Vendor and partner contacts

• Organized for quick access and updates

Outcome: Faster communication and fewer information gaps.

2. Carriers List

A master list of all agency carrier relationships.

Includes:

• Carrier names and lines of business

• Carrier contact information

• Notes and internal references

• Easy-to-update structure

Outcome: Clear visibility into available markets and carrier contact information.

3. Carrier Appetite Guide

A quick-reference guide to help place business correctly.

Includes:

• Carrier risk preferences

• Coverage strengths and limitations

• Target industries and profiles

• Internal placement notes

Outcome: Faster quoting and better carrier fit.

4. Vendors Template

A standardized vendor management system.

Includes:

• Vendor contact information

• Services provided

• Contract or renewal notes

• Internal accountability fields

Outcome: Better vendor oversight and organization.

5. AMS Scripts

Prewritten scripts for consistent team communication.

Includes:

• Sales and service call scripts

• Internal process scripts

• Standardized messaging templates

• Editable and customizable format

Outcome: Consistent conversations and improved professionalism.

6. Agency Coverage Minimums

Documented agency coverage standards.

Includes:

• Minimum coverage requirements by line

• Internal underwriting guidelines

• Consistency across producers and service teams

Outcome: Better risk selection and reduced E&O exposure.

7. Licensed Products & States

A clear overview of where and what your agency can sell.

Includes:

• Products offered by the agency

• Licensed states

• Compliance and reference tracking

Outcome: Fewer compliance errors and faster deal validation.

Ideal Users

• Independent insurance agents

• Growing agencies

• Teams needing a single source of truth

• Agencies transitioning to cloud-based systems

Key Benefits

• Centralized agency knowledge

• Reduced training and onboarding time

• Faster decision-making

• Improved internal consistency

• Easy cloud access for authorized team members

Use Cases

• Daily agency reference tool

• Training new team members

• Carrier placement decisions

• Vendor and contact management

• Compliance and coverage consistency

IAOS Agency Excel is the central nervous system of your agency.

ALL-IN-ONE MEMBERSHIP

The IAOS ALL-IN-ONE Membership gives agency owners and managers complete access to the entire IAOS ecosystem—every platform, toolkit, template, and system—under one annual membership.

Designed for agencies that want total alignment, this membership eliminates fragmented tools, scattered training, and multiple subscriptions by bringing everything together with centralized control and ongoing support.

Core Value Proposition

One membership. One system. Total control.

The IAOS ALL-IN-ONE Membership allows agencies to:

• Access every IAOS product in one place

• Equip teams and sub-producers with the same systems

• Manage users centrally under one account

• Scale operations without adding complexity

• Exclusive IAOS Member Blog Content
• Immediate access to new IAOS products and features

1. Full Access to All IAOS Products

Members receive complete access to the entire IAOS product suite, including:

• IAOS Agency Platform

• IAOS Agency Toolkit

• IAOS AMS Structure

• IAOS Marketing

• IAOS Sales Platform

• IAOS Agent Platform

• IAOS Agency Excel

Outcome: A fully integrated agency operating system with no gaps.

2. Owner Setup & Group Account Configuration

A streamlined setup process designed for agency owners.

Includes:

• Owner-level master account

• Group account structure

• Permission-based access control

• Centralized visibility across users

Outcome: Clear ownership and control from day one.

3. Easily Add & Manage Users

Flexible user management for growing teams.

Includes:

• Add team members and sub-producers

• Assign seats under one membership

• Adjust access as roles change

Outcome: Simple scaling without extra administrative burden.

4. Centralized Management Dashboard

One place to manage users, access, and activity.

Includes:

• User oversight and seat management

• Platform access controls

• Membership status visibility

Outcome: Less time managing tools, more time running the agency.

5. Simplified Annual Billing

One invoice. One renewal. No surprises.

Includes:

• Single annual membership fee

• No multiple subscriptions to track

• Predictable budgeting for agency tools

Outcome: Cleaner books and less admin work.

6. 12 Months of Customer Support

Ongoing support to ensure successful implementation and usage.

Includes:

• Platform and product support

• Implementation guidance

• Troubleshooting assistance

• Ongoing best-practice recommendations

Outcome: Confidence that your agency is never stuck.

Ideal Users

• Agency owners managing teams

• Growing agencies with sub-producers

• Multi-user agencies seeking consistency

• Leaders wanting one unified system

Key Benefits

• Total access to all IAOS systems

• Centralized user and account management

• Scalable team access

• Predictable annual cost

• Support-backed implementation

Use Cases

• Standardizing systems across the entire agency

• Onboarding new team members quickly

• Managing sub-producers under one structure

• Eliminating tool sprawl and confusion

• Scaling operations with confidence

The IAOS ALL-IN-ONE Membership is the simplest way to run a modern, scalable insurance agency.