Breakthrough Program for Insurance Agents.

Your guided roadmap to build a profitable, "no burnout" agency.

Group coaching with a 20-year veteran for agents who want unstoppable production and extraordinary profits – without going insane or dumping money on garbage leads.

Grow Your Business. Have a Life.

Includes:

I doubled the size of my book last year. I have become a more competent employer and coach for my team.

Matt is the coach to help you become a stable and quality agency owner.

Matt has mastered the art of distilling key concepts of running an agency.

Matt explains complex topics clearly and simply.

Matt will guide you through it!

Stop guessing. Grow your business with a battle-tested system.

This roadmap is different.

The Breakthrough Program is specific, actionable, zero-fluff, and built to drive results while holding you accountable

Exclusive Text Group

Get real-time coaching texts & responses from Matt

Live Coaching Sessions

Highly-interactive group coaching via Zoom – includes replays

Templates, Scripts & Tools

Know what to say, who to talk to, and how to track it

Real-World Role Play

Guided roleplay to boost your confidence and skills

Clear sales goals. Accountability. Powerful group coaching with a 20+ year top-producing agent.

I’m Matt Dietz and I have spent the last two decades building an agency from absolute scratch – no shortcuts, gimmes, or handouts.

I can only work with a limited number of clients in my powerful 1:1 Agent Coaching practice, but you can jump into this affordable group program and transform your agency forever using the exact strategies that built my book from zero to over 4,000 active policies … and with only two employees.

I love my life and business, and now I want to show you how to create long term success, too.

I have tried a few expensive mentoring programs, and Matt's is far above them all. – FJ, AgencyLaunch Client

“Habit: an automatic behavior acquired through repetition, often occurring without conscious thought.”

Imagine having the right habits in your agency that drive business without conscious thought!
Habits take time to build. In this program, you will learn the ones you need to have, and you will make them stick

Who Is This Challenge For?

It’s not for everyone!

This is for insurance agents who want to:

Build a pipeline that is always full
Increase their closing ratios
Create habits that actually last
Develop confidence in sales conversations
Develop a culture that attracts the right talent
Make 2026 their best year yet

And it’s especially for agents who …

Are desperate to succeed
Have a growth mindset and don’t make excuses
Have the will, but don’t know the how
Struggle with managing time
Want a high-producing team

What You Get

Move directly into this program:

✔ Two monthly live coaching sessions (full video replays included)

✔ Monthly skill themes and challenges

✔ Activity trackers and accountability

✔ Updated scripts, tools, and templates

✔ A community of agents working toward the same goal

✔ Ongoing structure to keep you consistent

Most agents start strong and fade.

This system is built to help you get immediate results – with consistent growth & momentum.

Program Preview

We cover these themes on a rotating basis. Each month helps you build and reinforce the habits and systems you need to grow a powerful agency.

Goal Setting & Expectations for You and Your Team

Goal: Build an active pipeline and write more policies than last January.
Live Sessions: Weekly (4 total during blitz).
Asset: 30-Day Prospect Conversion Tracker + Daily Action Sheet.
Objective: 5–10 quotes per day, minimum 20 policies written for the month.

Life Insurance Sprint: Write 10 Policies

Live Sessions: 2
Asset: Annual Goal Map + Weekly Accountability Scorecard.
Objective: Establish annual, quarterly, and weekly KPIs; create agency expectations doc.

Cross-Selling Mastery

Live Sessions: 2
Asset: Life Insurance Target List + Conversation Scripts.
Objective: Write 10 life policies this month using targeted proactive outreach.

Sales Psychology & Human Behavior

Live Sessions: 2
Asset: Cross-Sell Checklist + Policy Review Script + Eligibility Cheat Sheet.
Objective: Complete 30 policy reviews; quote every cross-sell opportunity daily.

Social Media Marketing for Agents

Live Sessions: 1–2
Asset: Sales Psychology Playbook.
Objective: Implement value-based selling, improve close ratios by 10–20%.

Onboarding & Developing New Staff

Live Sessions: 2
Asset: 30 Days of Short-Form Video Prompts + Posting Calendar.
Objective: Publish 3–4 educational posts/videos per week; build authority in your niche.

Motivating and Leading Your Team

Live Sessions: 2
Asset: 30-Day New Hire Training Plan + Skill Competency Checklist.
Objective: Create/upgrade your new hire onboarding process; reduce ramp time by 50%.

Time Management & Agency Efficiency

Live Sessions: 1–2
Asset: Team Motivation Toolkit (Meeting Templates, Scoreboards, Incentives).
Objective: Implement weekly team huddles; launch a team scoreboard.

Client Retention & Renewal Systems

Live Sessions: 2
Asset: Weekly Time Blocking Planner + Delegation Matrix.
Objective: Reclaim 8–10 hours/week by eliminating low-value tasks.

Claims Experience & Customer Service Excellence

Live Sessions: 1–2
Asset: Renewal Workflow + Retention Dashboard + Scripts for Rate Increase Calls.
Objective: Implement a renewal call system; increase retention percentage.

Agency Planning, Systems, and Scaling

Live Sessions: 1–2
Asset: Claims Communication Checklist + Call Scripts + Expectations Guide.
Objective: Improve claims follow-up process; reduce frustration & increase client loyalty.

Note: Matt will assess the ongoing needs of the group and may make adjustments to this program if required for maximum benefit.

Let's Get Started!

Ready to create momentum that will grow your business forever?

Pick the plan that’s right for you and let’s get started now!

$ 197 Monthly

Activity trackers and structured goals
Two live monthly Momentum sessions
Access to Matt's exclusive Text Group - as long as you're a member
The full Agency Launch On-Demand Video Course
The Agency Launch Deck — Matt’s full sales and service playbook *

$ 1997 Full Year - Save $367 instantly

Activity trackers and structured goals
Two live monthly Momentum sessions
Access to Matt's exclusive Text Group - real-time responses & support!
The full Agency Launch On-Demand Video Course
The Agency Launch Deck — Matt’s full sales and service playbook

Special Bonuses for Both Plans!

Commit to the Annual Plan, and you will receive these high-value tools to start using right away.

Stay in the Monthly Plan, and you will receive the card deck after your third month of enrollment.
You’ll have immediate access to the on-demand course for as long as you’re a member!

The Agency Launch Deck

$136 value! Included with your annual enrollment.

The AgencyLaunch Deck is the first of its kind for insurance professionals. Includes 48 cards, which bring a unique confidence-boosting toolkit, actionable advice, scripts, linked podcast episodes for extra support and tasks you can start today to upskill you and your team.

The Agency Launch On-Demand Masterclass

$500 value! Included with your annual enrollment.

The Agency Launch On-Demand Masterclass includes more than 50 video training modules covering the four core pillars of a successful insurance agency. You’ll get full team access so your staff can learn alongside you, plus a collection of downloadable resources such as Matt’s top interview questions, a complete sample employee manual, and activity and performance trackers for you and your team.

Meet Your Performance & Success Coach

Matt Dietz

Matt has been a successful insurance agent for over 20 years, consistently writing business at a high level year after year.

He knows exactly what it takes to build habits, systems, and skills that create long-term results.

Personal Career Stats:

⭐️ 21-year scratch agent

⭐️ 4000 policies with only two employees

⭐️ 17x Toppers Club

⭐️ 4x Agent of the Year

⭐️ Over 2000 hours of 1-1 coaching

⭐️ Recorded 900+ podcast episodes

This challenge distills his best tools, scripts, and strategies into a focused 30-day sprint with a follow-through program to make 2026 your best year yet!

Don't Take Our Word for It

I finished 2023 beat up and worn down. I had run through five staff members and spent about $100,000 in leads. I turned off the internet leads for Q4 of last year after connecting with Matt at Toppers in San Diego. He offered me an opportunity to work with him on a more formal basis, and he laid out the cost. It felt too rich for me at the time, but I finally decided to take the leap with him in January. Simply stated, it is the best $1,000 I spend all month!

Here are the numbers:
Expenses thru May 2023 = -$11,285.29
Expenses thru May 2024 = -$5,239.41
Total Compensation thru May 2023 = $23,179.42
Total Compensation thru May 2024 (BEFORE bonuses) = $98,756.71

Additionally, we just qualified for our Q2 life insurance bonus, and we will generate at LEAST another $18,400 in revenue with over two months left! Matt is the man. Invest in your agency's future. Stop buying leads. Get into the Agency Launch Program!

When I knew | was going to open my own agency, l invested in Matt’s training platform and it proved to be one of the best decisions I made. Much of our team’s success, including earning Farmers Topper Club recognition in our very first year – despite opening in March – is a direct reflection of the principles and insights I learned through Matt’s training. His ability to simplify complex topics, provide actionable strategies, and inspire confidence has been instrumental in shaping the way we operate and serve our clients.

I can say with complete confidence that Matt’s guidance helped lay the foundation for the culture, consistency, and success we’ve built at The Powell Agency.

From October 2023 to October 2024, my agency wrote $200,000 in premiums. Under Matt’s coaching, that number more than doubled.

From October 2024 to October 2025, I hit $401,000 in written premium.

Matt has been an incredible coach throughout this journey. Whether it was hiring guidance, insurance coverage questions, or overall business strategy, he was always there to help.

There are several ways to win as an insurance agent, and several ways to get lost and lose as a new one.

I was the guy chasing every shiny new lead system or automation. Matt reorganized all the parts of being an agency owner in a simple, understandable way. 

He teaches the fundamentals and doesn’t hold back when sharing what he’s learned from both wins and flops. Matt is the coach to help you become a stable and quality agency owner.

I started working with Matt because I was on a spinning wheel of selling premium but not turning a profit. After working with Matt I was able to cut my spending budget in half all while maintaining the same new business I was getting before. In fact, we have actually been writing more premium now than when we were spending more money on Internet leads.

I would recommend working with Matt because he knows how to find quotes organically, and he genuinely cares.

In the short time that I've worked with Matt he has helped me to understand the difference between working in a business and working on business.

He has provided insights into how I can help my team grow and succeed, and ideas on how to effectively and efficiently secure new business opportunities. Matt has been a great sounding board and resource!

Need Help?

Send us a message and we’ll get back to you right away!

FAQs

Below you’ll find answers to the most common questions agents ask — if you don’t see your question, use the contact form on this page to ask and we’ll reply ASAP.

What if I miss a live session?

The challenge begins with a live kickoff session on Zoom (replay included). Each week, you’ll join Matt for live coaching, skill-building, and simple daily actions designed to build momentum quickly. You’ll also receive scripts, tools, weekly stretch goals, and ongoing support. Everything is structured so you can take action immediately and start your year with clarity and confidence.

Is there a refund policy?

Every session is recorded and uploaded for on-demand replay. You can watch on your own schedule, and many agents rewatch sessions to deepen their skills.

How much time per week will this take?

Yes. You’re enrolling in the full 12-month program, but the first 30 days serve as your test drive. If you complete the challenge and decide it’s not for you, simply cancel before month two and you won’t be charged going forward. No hassles. No pressure.*

* Does not apply to Annual Momentum Mastery program. If you enroll for a year upfront, you get special pricing and bonuses immediately. We do not offer refunds for the Annual program.

Will this work if I’m brand new to insurance?

Because you receive immediate access to live coaching, scripts, tools, and digital downloads, we do not offer refunds. The monthly plan allows you to cancel anytime – and you keep everything you learned and downloaded.*

* Does not apply to Annual Momentum Mastery program. If you enroll for a year upfront, you get special pricing and bonuses immediately. We do not offer refunds for the Annual program.

What if I’ve been in the business for years?

Expect 60–90 minutes per week for the live session or replay, plus time each day for the focus actions and stretch goals. Everything is designed to be simple, doable, and aligned with what actually moves your business forward.

Remember! These activities are meant to become your new baseline for multiplying your production and your income.

What makes this program different from other insurance training?

Absolutely. You’ll learn essential scripts, habits, and skills to help you build confidence, quote more, and start producing faster. It’s a strong foundation for a new agent’s first year.

Breakthrough Program for Insurance Agents.

Your guided roadmap to build a profitable, "no burnout" agency.