One-off training doesn’t stick.

Your team needs a system.

• Single workshops that feel good but fade by Monday

• Generic leadership training unrelated to real agency challenges

• Personality tests that produce reports no one ever uses

• No reinforcement or follow-through

• Leaders still guessing what motivates each person

• Customer challenges that escalate because teams can’t adapt quickly

• High turnover and disengagement

There’s a better way: a year-long system that builds capability quarter after quarter.

Most insurance agencies rely on:

One assessment every quarter. Four critical capabilities. A complete team transformation.

Q1 (months 1-3)

Communication

DISC

Q2 (months 4-6)

Motivation

Motivating Values

Q3 (months 7-9)

Stregths

StrengthScope

Q4 (months 10-12)

Decision-Making

Thinking Styles

Every agency follows the same proven sequence:

Your 4-Quarter Skill Building

Assessment: DISC

You’ll discover:

• Natural communication styles

• How each team member wants to be approached

• Why certain people clash—and how to bridge gaps

• How to adapt instantly to different customers

Why it matters:

Insurance is a communication business. Better conversations = better close rates, better customer retention.

Live Debrief Focus:

Immediate, actionable communication strategies for sales and service.

Quarter by Quarter Skill Building

Q1: Communication That Actually Works

Q2: What Actually Motivates Your People

Assessment: Motivating Values

You’ll discover:

• What drives each team member (recognition, autonomy, mastery, impact, security)

• Why high performers disengage—and how to keep them

• How to match tasks to energy, not obligation

Why it matters:

Retention. Engagement. Performance. This quarter stops the guesswork.

Live Debrief Focus (Add-on)

How to coach and motivate each person based on who they are.

Assessment: StrengthScope

You’ll discover:

• Each person’s natural strengths

• What energizes vs. drains individuals

• Strength-based selling and service

Why it matters:

Confidence sells. When people use their strengths, performance skyrockets.

Live Debrief Focus (Add-on)

Aligning roles, responsibilities, and workflows to natural strengths.

Q3: Leverage Natural Strengths

Q4: Smarter Decisions Under Pressure

Assessment: Thinking Styles

You’ll discover:

• How each person processes information

• Why certain decisions come easy, or feel exhausting

• Better collaboration through understanding thinking modes

Why it matters:

Insurance requires quick, accurate decisions—underwriting, risk, claims, renewal strategies. Thinking styles change everything.

Live Debrief Focus (Add-on)

Optimizing collaboration and decision-making for speed, clarity, and accuracy.

What Makes This Different

Client satisfaction and results are our main measure of success.

We build systems that create long-lasting shifts in behavior through a combination of opportunity, motivation, and skill.

🏆 Led by Insurance Industry Veterans

(100+ Years Combined Experience)

You’re not getting generic facilitators. You’re getting leaders who’ve worked in underwriting, sales, claims, and agency leadership—and know the realities of insurance.

🔄 Quarterly Progression, Not One-and-Done

Each quarter builds on the last to create sustained behavior change—not a workshop high that fades.

No static reports. Insights appear instantly, and we interpret them with you.

📊 Real-Time Data + Live Expert Debriefs

🎯 Tailored to Insurance Teams

Everything is contextualized for insurance: complex customer conversations, regulatory constraints, industry pace, retention pressures, and sales unpredictability.

Why These Four Assessments

We chose tools that:

• Are easy to understand in 5–10 minutes

• Have clear practical applications

• Drive behavior change on Monday morning

• Build a complete development cycle

• Avoid overcomplicated models (Enneagram, MBTI, etc.)

Your year builds a full leadership and performance picture:

Communication → Motivation → Strengths → Decision-Making

Real Results

“In the first week, I could see changes in my team and knew the investment was worth it.”

— Ellie M, Multi-Office Agency Owner

Results across insurance teams:

• 47% increase in team participation equity

• 3x improvement in peer collaboration

• 82% increase in engagement in critical conversations

• 91% say coaching was “immediately actionable”

• 100% client renewal rate

Trusted by thousands of participants across agencies.

Assess Your Team

Have questions?

Reach out and we’ll guide you through the registration process.

Phone

309-531-5072

Email

theresa@ledra.io

What Happens Next

1. Discovery Call

within 24 hours

We customize the program based on your team size and agency goals.

2. Program Kickoff

within 1–2 weeks

Your team completes the Q1 assessment (DISC).

Results populate instantly.

We conduct your live team debrief (included in onboarding fee).

Assessment → Real-Time Insights → AI Coaching + Daily Tips

Repeat each quarter, in order.

3. Quarterly Rhythm

every 3 months

Investment & Fees

Who should join?

$245/month per agency

Flat fee. Covers everyone.

Add/remove team members anytime.

$945 One-Time Onboarding Fee

Includes:

• Custom workshop

• Full team readout

• Training on how to use reports + AI tool

• Setup + customization

• Rollout planning

No hidden fees. No per-seat charges.

⭐ Referral Bonus: Earn Free Months

For every agency you refer that enrolls, you receive one free month of the program.

There is no limit: refer multiple agencies and earn multiple free months throughout the year.

If you love the program, it can literally pay for itself.

FAQs

Why a year-long program instead of a one-time workshop?

Because one-time training doesn’t stick. Insurance teams need structured, ongoing development that builds real skills over time.

Our quarterly sequence ensures the team is continually learning, applying, and improving—with daily tips + a 24/7 AI coach reinforcing the lessons every day.

Is the program hard for my team to keep up with?

Not at all.

Each assessment only takes 15–20 minutes once per quarter.

Everything else is baked into the daily workflow:

• Daily tips take seconds to read

• AI coach support is available whenever needed

• Live debriefs explain everything in plain English

This is high impact with very low time burden.

Why these four assessments?

They’re simple, practical, and proven.

Insurance teams need tools they can understand and use right away; DISC, Motivating Values, StrengthScope, and Thinking Styles build the exact capabilities that impact sales, service, and team culture.

How quickly will we see results?

Immediately.

Within the first week of Q1, agencies report better communication, fewer misunderstandings, and stronger customer interactions.

What makes this different from DISC vendors or generic training?

We are insurance operators, not generic consultants.

We translate assessment insights into strategies for prospecting, renewals, cross-selling, difficult customers, and team leadership.

Everything is built for the real world of insurance.

What happens if we have turnover?

Just add or remove team members anytime.

We generate a new dynamic team report automatically, so you always understand how your team has shifted.

And, your new team members will integrate faster.

What’s included in the onboarding fee?

A custom live workshop, full team insights report, training on how to use the tools, and complete setup for the year-long program.

No extra fees. No surprises.

Why Agencies Trust Us

• 100+ years of insurance experience

• 283,000+ participants

• 94% renewal rate

• 9.7 NPS

• Backed by behavioral science

• Insurance, MGA, carrier expertise

• GDPR compliant

Stop One-Off Training. Start Building a System.

Four quarters. Four capabilities. One high-performing team.