Sales Training and Advisor Activation Programs
Sales training, advisor activation, and consultative selling programs for individuals, teams, agencies, distribution partners, and organizations.
Flagship Program
Group Benefits Sales Academy
A complete advisor activation system for benefits advisors, brokers, agencies, MGAs, insurers, and distribution teams. The academy helps advisors improve prospecting, discovery, quote-readiness, proposal control, implementation, renewal, and account growth.
Our flagship six-course pathway — a growing catalog of certificate courses — is included with every ClearSales.ca subscription, or available on its own.
The Six-Course Pathway
Inside the Academy
The Reality of Selling Group Benefits
Advisor readiness, business advisory selling, professional positioning, and the first 90-day launch plan.
Prospecting and Pipeline Creation
Target markets, list building, outreach, referrals, CRM discipline, call blocks, and pipeline movement.
Discovery, Diagnosis and Quote Request Control
Better questions, cleaner discovery, stronger data collection, quote-readiness, and qualified opportunities.
Technical Selling, Plan Design and Risk Exposure
Plain-language technical explanation, plan structure, renewal risk, funding concepts, and client-ready recommendations.
Presenting, Closing and Decision Control
Proposal clarity, recommendation discipline, objection handling, pre-close readiness, and next-step control.
Implementation, Service, Renewal and Account Growth
Implementation handoff, service rhythm, renewal preparation, retention, referrals, AOR discipline, and account expansion.
Flagship Stand-Alone Course
The Buying Guide to Benefits Course
The course that moves an advisor from rate shopper to trusted advisor. Built entirely around group benefits, it teaches advisors to guide the client through the buying process — leading with needs and structure instead of chasing the lowest first-year quote.
What This Course Changes
Most advisors compete on price and lose on renewal. This course gives advisors a repeatable conversation system — "quote last, advise first" — so they diagnose the client's real needs, recommend the right structure, and explain renewal risk before anyone looks at a number. The result is a client who trusts the advice, not just the cheapest quote.
Quote last. Advise first. Structure before quote. Sustainability before the cheapest first-year price.
What Advisors Learn
- Why benefits matter and how to frame the conversation
- Needs analysis and discovery before quoting
- Plan structure & design — pooled vs. traditional fit
- The quoting process and what renewal documents reveal
- Renewal reality — discounts, credibility, IBNR, guarantees
- Guiding the client to a confident decision
📅 First Live Session — Now Enrolling
Six live sessions, Tuesdays at 7:00pm ET (60 minutes each):
Aug 4 · Aug 11 · Aug 18 · Aug 25 · Sept 1 · Sept 8
Save 25% with code FOUNDER25 — early-bird ends July 24, enrollment closes July 31.
$997 on its own — or included free with every ClearSales.ca subscription, along with the entire Academy and more. Compare subscription value ›
Best Value · Start Here
The ClearSales.ca Subscription — Everything Included
One subscription includes the complete Group Benefits Sales Academy (all six courses and three certificates), the Buying Guide to Benefits course, a selection of additional ClearSales.ca courses, live training webinars, and course materials — with more courses in development and added over time.
What's included — and what it's worth
Your library keeps growing — new courses are added at no extra cost, included for the same subscription price.
🚀 In Development — Included as They Launch
How to Sell 90 Groups in 12 Months
A focused system for building serious benefits sales volume. 6 sessions.
Sales Success Psychology
The mindset, confidence, and discipline behind consistent sales performance. 12 sessions.
From Rate Shopper to Trusted Advisor
Deepen the core ClearSales positioning into a complete client-trust playbook. 4 sessions.
Compliant Prospecting in Canada
Turn the CASL, CRTC, PIPEDA and Competition Act rules into a confident, audit-ready outreach system — built on the ClearSales compliance guide.
These courses are in development. Subscribe today and they're included automatically as each one launches — at no additional cost. More in development.
Monthly Subscription
Full access to the entire Academy, additional courses, live webinars, and all course materials — including new courses as they're added, at no extra cost. Flexible month-to-month — cancel anytime.
Subscribe Monthly25% off with code FOUNDER25 · early-bird ends July 24
Annual Subscription
Save ~2 months vs monthly (about $124/mo, billed annually). Everything in the subscription — including the $997 Buying Guide course and the complete $2,695 Academy — plus additional courses and a full year of live training. Best long-term value for committed advisors.
Subscribe Annually25% off with code FOUNDER25 · early-bird ends July 24
Attend-the-first-session guarantee
Join the first live session of the Buying Guide course. If it isn't the right fit, email us within 7 days for a full refund — no awkward questions. Subscriptions are month-to-month, so you can cancel anytime.
Prefer a single certificate, or just the Buying Guide course? See à la carte options below.
À La Carte Options
Buy a Single Course or Certificate
Prefer to buy individually? Purchase the Buying Guide course, any certificate, or the complete Academy as a one-time enrollment. Buying more than one? The subscription includes everything below — plus ongoing training — for less than the one-time Academy price in your first year.
Buying Guide to Benefits Course
The flagship group benefits course — moving advisors from rate shopper to trusted advisor. Included with any subscription.
Get the Buying Guide Course25% off with code FOUNDER25 · early-bird ends July 24
Advisor Launch & Pipeline Readiness
The foundation: setup, positioning, activity discipline, prospecting, and building a reliable pipeline.
Enroll in Certificate 1Discovery, Diagnosis & Technical Sales Readiness
Discovery, needs analysis, plan structure diagnosis, quote-readiness, and technical sales confidence.
Enroll in Certificate 2Practice Growth & Distribution Performance
Proposals, implementation, renewal strategy, account growth, and distribution performance.
Enroll in Certificate 3Complete Group Benefits Sales Academy
All six courses and all three certificates as a one-time purchase. Included free with any subscription.
Buy the Academy Outright💡 Most advisors choose the subscription — it includes the Buying Guide course, the entire Academy, and additional courses for one simple price. See the Academy overview, or book a call for team or MGA enrollment.
Who We Train
Built for People Who Sell for a Living
Insurance Advisors & Benefits Brokers
Training for advisors and brokers who need to prospect consistently, lead better client conversations, position value, handle objections, and close with confidence.
Agencies & Distribution Partners
Training for brokerages, agencies, MGAs, and distribution organizations that need consistent sales language, better advisor execution, and stronger pipeline discipline.
Business Owners & Entrepreneurs
Training for owners and founders who sell directly, need more clients, or want a practical sales process they can actually use.
Sales Teams in Other Industries
Training for B2B teams, professional services firms, franchise operators, membership organizations, and service-based businesses that rely on consultative selling.
Additional ClearSales Programs
Focused Programs That Build Momentum
Psychology of Sales Success
Mindset, confidence, consistency, self-management, and the habits that support sales performance.
How to Sell 90 Groups in 12 Months
A structured growth program for advisors and teams that want disciplined activity, pipeline creation, and group benefits sales momentum.
Guide to Buying Benefits
A client-facing education resource that supports cleaner discovery conversations and better-informed buying decisions.
Beyond Insurance
Sales Training for Any Industry
Consultative sales training for business owners, professionals, and sales teams outside insurance.
Delivery Options
- Self-directed course
- Live workshop
- Virtual cohort
- Team training
- Manager-supported rollout
- 90-day pilot
- Custom enterprise program
Which Program Fits Your Goal?
Tell us about your advisors, team, market, and goals — we will recommend the right starting point.
Ask About ClearSales Programs