What is the MORE System?

The MORE System is a structured sales training framework for employee benefits insurance agencies that teaches users how to strengthen client conversations, build healthy sales pipelines, and drive consistent revenue growth.

The MORE System is a structured sales training framework developed for insurance agencies and employee benefits firms. It provides a defined process for building a consistent sales pipeline, improving client conversations, and managing business development efforts with greater discipline.

Purpose of the MORE System

Many agencies experience the same sales challenges. The MORE System was created to address sales challenges by providing a methodical approach to planning and executing sales activities.

What does MORE stand for?

The name MORE (Maximizing Organizational Return on Employees) is an acronym for helping employers make good decisions about their HR and benefits programs, which benefits both the employer and employees. 

Who benefits from the MORE System?

The MORE System is designed for two primary audiences - Agencies and employers:

  • Agency owners who are responsible for managing a team, driving growth, and improving agency performance have a consistent process to teach and train all their producers. Producers thrive with a clear, repeatable approach for identifying opportunities, engaging prospects, and moving opportunities through the pipeline.
  • Employers are able to participate in a buying process that is focused on them rather than the product the salesperson is selling. The MORE System shifts the focus from just selling insurance to providing strategic advice, helping employers address real business problems, and improving their employee benefits and HR programs.

By focusing on structure and accountability, the system supports both new producers learning how to grow a book of business and experienced teams looking to refine their approach.

Key outcomes of using the MORE System

When implemented, the MORE System helps agencies:

  • Build and maintain a healthy sales pipeline.
  • Improve the quality and effectiveness of sales conversations.
  • Replace reactive sales tactics with a structured, proactive process.
  • Align agency goals with consistent, measurable activities.

For more detailed information about the program and its implementation, visit:
The MORE Sales Training System