Talk directly with our co-founders to see how we can take your business to the next level.
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Complete this form to gain access to our technology, marketing, training, support, and compliance solutions. We'll walk you through our simple onboarding process.
Solutions
Training
Carriers often say that Compass provides the best training in the industry. If you are interested in cross-selling health, life, supplements, or Medicare to your existing clients, we have ample training opportunities to help you confidently add a new line of business.
Our trainings provide you with the knowledge to help your business succeed.
Product Training
Learn the products to put your clients in the best position possible. We talk in depth about who products are right for, and and how to educate your clients on their benefits. We train on agents on product updates and ensure they stay ahead of industry changes.
Process Training
Learn how to close correctly and confidently. We don’t teach gimmicky sales pitches or closing techniques. We teach you how to do the right thing for the client in every situation. Because of this, our agents are known in the industry for high rates of client retention.
Bootcamps & Events
Our annual Open Enrollment bootcamp is the industry's leading health and Medicare event. At this conference, you get everything you need to be successful during open enrollment. We also have mini-bootcamps focused on life and group insurance. We can help you confidently add a new line of business to your current book.
Industry Updates
Our company founders stay up to date on all industry and legislative updates. We pass that information on to our agents as soon as the new information is available. We keep our agents up to date on what they need to know to be successful and service their clients at a high level.
Compass Insurance Advisors
New Agent Training
We have new agent training for those just getting licensed or veteran agents who are new to Compass. Our training helps you fast track the learning curve and be ready to take full advantage of our technology and marketing platforms.
38 E Scenic Pointe Drive, Suite 140 Draper, UT 84020