Insurance Agency Training

The Momentum System for Insurance Agents.

Stop staring at the empty calendar or buying garbage internet leads that don’t convert.

Go from “just getting by” to producing with confidence.
A repeatable system to focus your daily actions, build a reliable pipeline, and replace guesswork with habits that compound week over week.

Includes immediate access to:

J. Ekberg
J. Ekberg
Agency Owner
I doubled the size of my book last year. I have become a more competent employer and coach for my team.
Jason Binyon
Jason Binyon
Agency Owner
Matt is the coach to help you become a stable and quality agency owner.
Emily Chen
Emily Chen
Insurance Broker
Matt has mastered the art of distilling key concepts of running an agency.
Michael Rivera
Michael Rivera
Agency Owner
Matt explains complex topics clearly and simply.
Sarah Thompson
Sarah Thompson
Independent Insurance Agent
Matt will guide you through it!

Learn it → Use it → Repeat it

No More Winging It. Get Systems & Tactics That Work.

We built the Momentum System for one reason:

To help you stop guessing what to do next — and start taking the right actions consistently.

Instead of relying on motivation, willpower, or complicated plans, this system gives you a clear structure for how to show up each day.

Here’s how it works:

The On-Demand Training Course

Strategy & Systems Behind the Actions

Inside this course, Matt walks you through:

  • How to think in terms of systems instead of scattered tasks

  • The habits that successful agents rely on year after year

  • How to build momentum that lasts—not just quick wins

This isn’t theory.

It’s practical guidance built from real-world experience. You’ll learn to create and operate rock-solid systems for lasting success.

The Agency Launch On-Demand Video Course covers the four core pillars of a successful insurance agency. 

Includes:

  • 50+ video training modules
  • Full team access for your staff
  • Downloadable resources
  • Complete Sample Employee Manual
  • Activity & Performance Trackers

The Momentum Deck

Your Daily Execution Tool

The cards are designed to:

  • Cut through distraction and decision fatigue

  • Keep your focus on activities that actually drive production

  • Help you build consistency—even on busy or low-energy days

This is your pocket mentor.

Each card gives you a clear, focused action you can take that day—so you’re never stuck wondering where to put your energy.

The Momentum Deck is the first of its kind, created specifically for insurance professionals.

Includes:

  • 48 Cards
  • Confidence Boosting Toolkit
  • Actionable Advice
  • Specific Scripts & Techniques
  • PLUS linked audio episodes for extra support 

Powerful guidance from 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.

Personal Career Stats:

⭐️ 21-year scratch agent

⭐️ 4,000+ policies with only two employees

⭐️ 17x Toppers Club

⭐️ 4x Agent of the Year

⭐️ Over 2,000 hours of 1:1 coaching with agents

I love my life and business, and now I want to show you how to get off the blocks fast and create long-term success for yourself.

This Program Is For You If:

  • You’re licensed, working hard, but still feel inconsistent month to month
  • You know activity matters — but aren’t sure what actually pays off
  • You freeze up on follow-ups or second conversations
  • You’re tired of buying sh*tty internet leads that wear you out and don’t convert
  • You hate feeling behind agents who “seem to have it figured out”
  • You have a tremendous desire to enjoy the success you’re working so hard for


Most agents struggle early on because they’re hustling without a solid system.
This powerful program teaches you the daily habits and real-world sales conversations that help newer agents turn cold leads into confident conversations — and conversations into clients.

Choose Your Path To Momentum

Every agent is in a different place.
That’s why the Momentum System is available in two simple options —
so you can choose the level of structure and guidance that fits you best.

Momentum Cards

$ 127 Free Shipping Included
  • The Momentum Card Deck
  • Daily action prompts designed for real-world agency work

Momentum System

$ 197 Best value for most agents
  • Momentum Card Deck
  • Full On-Demand Video Training Course
  • All Course materials, activity trackers & worksheets
  • A proven framework for building consistency without burnout
Top Choice

Video Course

$ 147 Great for self-learners
  • Full On-Demand Video Training Course
  • All Course materials, activity trackers & worksheets
  • A proven framework for building consistency without burnout

No matter which option you choose: There’s no subscription required • No long-term commitment • No pressure to “keep up”

This system is designed to fit into your business—not take it over.

Why the System Works

Clarity + Consistency = Momentum

On their own, tools or training can help—but together, they create something far more powerful.

  • The cards keep you moving.

  • The training keeps you aligned.

  • The system keeps momentum from slipping away.

That’s how effort starts to compound.
That’s how consistency becomes automatic.
That’s how good agents turn steady action into real results.

Need Help?

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

Quick Contact

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.

This system is designed primarily for insurance agents in their first 1–5 years who want more consistency, confidence, and structure in their daily production.

If you’re licensed, actively working, and tired of guessing what to do next, this was built for you.

Not at all.
The on-demand course and card deck focus on foundational habits and real-world conversations — not advanced tactics or complex automation. If anything, this system helps newer agents avoid bad habits before they get entrenched.

Most training teaches what to do.
This system helps you:

  • Know what to do today

  • Know what to say in real conversations

  • Build repeatable habits, not hype-driven motivation

The card deck isn’t a script — it’s a practical thinking and conversation tool you’ll actually use during prospecting and follow-up.

  • The video course teaches the production habits, mindset, and structure behind consistent activity and better conversations.

  • The card deck gives you prompts, questions, and conversation starters you can use immediately — on calls, in follow-ups, and during daily outreach.

They’re designed to work best together, but each is useful on its own.

The training is on-demand, so you can move at your own pace.

Most agents spend:

  • 15–30 minutes learning

  • Then apply the system during the production time they’re already doing

This is meant to simplify your day, not add more to it.

Yes.
The Momentum System focuses heavily on:

  • Maximizing the leads you already have

  • Improving follow-up conversations

  • Creating more value (and confidence) in every interaction

It’s about doing better with what’s in front of you, not buying more leads.

No.
Mindset matters — but this system is grounded in practical behavior:

  • Daily production habits

  • Clear next actions

  • Better conversations with real prospects

You’ll leave knowing exactly what to do — even on days when motivation is low.

That’s actually very common.
Many agents work hard for years without ever building a true system. This is a chance to reset, simplify, and stabilize what you’re doing — without starting over.

Yes.
Once purchased, you’ll have ongoing access to the on-demand training, and the physical card deck is yours to keep and use as often as you like.

If you give this system an honest try and don’t find it helpful, reach out to our support team. We want agents to feel confident that this is a supportive, practical investment in their business.