Welcome to the
IntegrationOps Academy
Coach-narrated operating playbooks for insurance agencies and the teams that support them.
This is a voice-guided playbook. A coach talks you through each play the way it actually runs in the agency: what matters, how it's measured, the steps in order, and the words to say. Then checks that it stuck before you move on.
Your coaches
Tap a coach to hear them introduce the playbook — whoever you pick narrates your training.
Agency Playbook
Every role and workflow inside the agency — sales, retention, service, claims and more.
Voice-guided, slide-by-slide plays with teaching points, KPIs, the step-by-step procedure, scripting, and a certification quiz.
VA Playbook
The virtual assistant program: hiring, onboarding, and daily execution.
The 14-day integration, communication standards, daily and weekly rhythm, and KPI scorecards, plus the owner-side plays for running the program. More tracks in production.
About the Academy
Training that sounds like a briefing, not a binder.
How it works
Coach Lucy and Coach Leo narrate each play slide by slide — teaching points, the KPIs we measure, the step-by-step procedure, and the exact scripting to use.
Checkpoints & certification
Short checkpoint questions gate each section, and every play ends in a quiz. Score 80% or better to certify and unlock the next one in the track.
Who it's for
The Agency Playbook is for agency staff — producers, service, retention and claims. The VA Playbook is for virtual assistant hiring, onboarding and daily execution.