In Just 3 Days, Install the leadership structure, sales process,
and production rhythm that drives measurable ROI
Join Agency Reboot: 3-Day Implementation Workshop - March 10th - 12th, 2026
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Join Agency Reboot: 3-Day Implementation Workshop - March 10th - 12th, 2026 @ 11am EST | 8am PST
ATTENTION: INSURANCE AGENCY OWNERS
in Just 3 Days, Install the leadership structure, sales process,
and production rhythm that drives measurable ROI
Implement the exact leadership and sales framework required to coach your team effectively, increase production immediately, and execute a long-term growth plan with confidence.
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Grab Your Ticket Now
for just $297
You’ll leave with the exact framework to lead your team with confidence, drive consistent production, and execute a clear 5-year growth plan.
This 3-day Implementation workshop will take place on MARCH 10TH, 11th & 12th, 2026
Starting at 11am EST | 8am PST
Hurry! Tickets Selling Fast!
You entered this business seeking freedom—control over your time, income, and future. But somewhere along the way, that dream turned into a nightmare.
The business that was meant to liberate you now feels like a ball and chain, trapping you at your desk while your family shares dinner without you.
You find yourself asking how your business became such a heavy burden, feeling the walls of your ambition closing in as you realize that the very thing you built for freedom is now dictating how you spend you life.
You’re caught in a cycle of PRESSURE and EXPECTATION, and the freedom you envisioned feels out of reach.
What if the pressure you feel isn’t the price of success—but the result of missing structure?
In 3 intensive days, you’ll install the coaching, sales, and scale systems that restore your time, stabilize production, and give your agency a clear 5-year trajectory.
- Shift from busy and reactive to clear, structured, and team.
- Identify what actually moves revenue — and eliminate wasted effort immediately.
- Build a measurable production rhythm that stabilizes your pipeline and puts predictable numbers on the board.
- Train your team to isolate real objections and close confidently instead of stalling on “I need to think about it.”
- Replace rushed quoting with controlled discovery conversations that increase authority and improve close ratios.
- Align your entire team around one clear purpose so performance doesn’t collapse when things get hard.
- Walk away with a 90-day, 1-year, and 5-year roadmap so you stop guessing and start scaling intentionally.
- Turn everything living in your head into a written 90-day action plan your team can actually follow. Install a structured operating plan in 3 days so your agency stops running on emotion and starts running on execution.
No more hoping or guessing — you leave knowing exactly what to focus on next and where your agency is headed.
What if you could finally break free from the pressure and reclaim your freedom? Imagine transforming your life with just THREE REBOOT DAYS that will shift your perspective, helping you rediscover your TIME, JOY, and PURPOSE.
Here's what you will do in the
agency reboot workshop
ALIGN
Clarify your vision. Reclaim your role. Align your team to your mission
- Stop carrying it all yourself—and lead a team that FINALLY produces without you
Make the leadership shift that frees you from being the bottleneck and empowers your team to win without constant oversight. - Install the structure your team actually needs to close consistently
Whether they’re a rookie or veteran, we’ll show you how to build a repeatable sales framework that turns team members into confident producers.
EMPOWER
Build belief. Develop skill. Create repeatable performance.
- The daily rhythm that rewires belief and produces 8–10 life apps/month
Use role-play to build conviction and close rate, without being the one always pushing the pace.
SCALE
Map the future. Build the machine. Step into CEO mode.
- Scale smart with a 5-year roadmap that frees your time and multiplies your impact even if you have a small team
You’ll walk away with a clear, customized growth plan—built to protect your time, values, and long-term freedom.
ALIGN
Install the Leadership Structure That Stops You from Being the Bottleneck
On Day 1, we rebuild how your agency runs, starting with you.
You’ll define your role, clarify what only you should be responsible for, and install the leadership and accountability structure your team actually needs to produce consistently.
- Define your 3 Core Leadership Responsibilities (and eliminate everything else)
- Identify where you are the bottleneck — and remove yourself from it
- Install a clear team structure with defined production roles
- Build your agency’s Production Accountability Map
- Establish weekly leadership rhythms that drive consistent output
- Clarify your 12-month production targets and 5-year vision alignment
What You’ll Walk Away With:
- A written Leadership Role Framework
- A defined org structure built for production
- Clear expectations for every producer
- A documented production accountability system
- A decision-making filter aligned with your long-term growth plan
EMPOWER
Install the Daily Production System That Drives 8–10 Life Apps Per Producer
Day 2 is where we move from structure… to performance.
You won’t just “motivate” your team.
You’ll install the daily coaching rhythm, skill standards, and sales process that turn average producers into confident closers.
- The Daily Production Rhythm (what happens every single day)
- A 5-Step Discovery & Fact-Finding Framework
- A Structured Power Proposal Process
- Objection Handling Playbook for real-world resistance
- Role-Play Structure that actually builds conviction (not awkward practice)
- A measurable scorecard that tracks activity → apps → issued business
What You’ll Walk Away With:
- Live role-play modeling
- Real objection breakdowns
- Coaching demonstrations
- Sales process tightening in real time
- Skill calibration so everyone performs to the same standard
SCALE
Build the 5-Year Expansion Plan That Frees Your Time and Multiplies Production
Day 3 is where you stop thinking in months… and start building in years.
You’ll map the next 12 months, 3 years, and 5 years — with clear production targets, hiring decisions, compensation alignment, and leadership structure that supports sustainable growth.
This isn’t theory.
You’ll build your agency’s expansion roadmap in the room.
- Your 12-Month Production & Revenue Targets
- The 3-Year Expansion Model (team size, structure, output)
- The 5-Year Agency Vision & Valuation Path
- Hiring & Promotion Roadmap
- Compensation Alignment Strategy
- Leadership Bench Development Plan
- CEO Calendar & Time Protection System
What You’ll Walk Away With:
- A documented 5-Year Growth Roadmap
- A hiring and leadership development sequence
- Clear production benchmarks for scale
- A CEO-level decision filter
- A time-protected operating structure
- Confidence in exactly what to focus on next
WHEN YOU JOIN THE AGENCY REBOOT
3-Day Implementation Workshop
YOU’LL GET:
- Agency Reboot 3-day Implementation Workshop (Valued at $2997)
- The Alignment Engine (Valued at $197)
- Diagnostic Based Fact-Finder (Valued at $197)
- Confident Objection Handling (Valued at $197)
- The Expansion Roadmap (Valued at $197)
- Precision Assessment (Valued at $197)
TOTAL VALUE: $6,079
NORMALLY $997
Today Only: JUST $297
This is for the Insurance Agent Who:
- …feels like the agency only runs smoothly when you’re there.
- …is tired of carrying production, leadership, and problem-solving alone.
- …knows your team has potential but lacks the structure to perform consistently.
- …is busy every day but unsure if the right things are getting done.
- …steps in to close deals because it feels faster than coaching.
- …is done surviving quarter to quarter and ready to build a real growth plan.
And you are ready to:
- Align your business with your deepest personal values.
- Empower every team member with words that convert.
- Build a repeatable process that works every time.
- Train your team to thrive under pressure and confidently convert no’s into yeses.
- Hardwire winning behavior into your team—so they perform when it counts.
- Build a legacy business with systems, people, and purpose behind it.
Don’t let the burden of balancing everything hold you back any longer.
Meet your HOSTS
TIM LECHER
I launched my insurance career in 1999 by opening my first agency in Sidney, Nebraska. But it wasn’t long before I discovered that what really lit me up was coaching others to win. By 2005, I stepped into a national training role—and over the next 15 years, I personally coached more than 3,800 agents and 5,000 of their team members across the country to build strong, scalable, team-led agencies.
In 2020, I took everything I had been teaching and put it into action again—launching a new agency in Alliance, Nebraska, 90 miles from home. Using the same team-driven systems, I grew it from $1.6M to $10M in sales across three locations in just five years—all while leading remotely and spending time with my family traveling across the U.S. and Europe.
Now, at The Climb 365, I teach agents how to lead from vision, empower their teams to sell with confidence, and scale businesses that deliver real protection—not just policies. Our coaching isn’t about theory. It’s about creating freedom, driving results, and building agencies that serve every area of your life—not just your bottom line.
ANNALISE WERNER
You could say I was raised in the insurance world. I grew up answering phones, chatting with customers, and trying to sell “doctor’s insurance” at age five after grabbing a health brochure off the office wall. In middle school, I was sitting at the table with agents during my dad's workshops soaking in the strategies and leadership skills that built great agencies.
After college, I set out to master the customer journey from the best in the industry—from first interaction to final close. I began at Disney, where I quickly rose to a trainer role, learning how to create intentional, client-first experiences. I then stepped into the corporate world, serving as an in-house partner at The Ritz-Carlton. I sold high-end experiences for executive conferences and incentive trips, where personalization and perfection were the standard. During my time there, I rose to the top leadership role in my division by age 24—closing and managing multi-million dollar programs, leading high-performing teams, driving results, and seeing firsthand how systems, mindset, and culture shape the growth of any business.
Today, as a 10X coach and co-leader of The Climb 365, I help agency owners implement the same team-led systems that shaped my own journey. I specialize in turning overwhelmed operators into confident leaders—so they can build agencies that serve with purpose, sell with clarity, and finally create the freedom they’ve been chasing since day one.
You've carried this burden long enough—it's time to embrace your freedom.
CLAIM YOUR SPACE NOW!
