VYBE Academy

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VYBE Academy

Training that runs the agency when you're not in the building.

Internal training for the Emaly Riojas State Farm team. Built for the documented operator. Each course turns "ask Emaly" into "I already know."

All courses

Pick a course to start

Each course is structured the same way: short modules, clear lessons, and reference material you can keep at your desk.

Daily reference

The Onboarding Desk Card

Print this and keep it where you take calls. Front: the 9-step onboarding sequence. Back: the 10-day call checklist and compliance guardrail.

The Daily Desk Card

FRONT — 9-Step Onboarding Sequence

  1. Collect customer info (4 categories)
  2. Review current coverage, find gaps (5 questions)
  3. Quote in ECRM
  4. Review all quotes as a package (frame, walk, confirm, close)
  5. Customer purchases
  6. Update ECRM + set 10-day follow-up task
  7. 10-day follow-up call (confirm 6 items)
  8. Ask for referrals
  9. Ask for Google review

BACK — 10-Day Call Checklist

  • ☐ Policies issued correctly
  • ☐ All paperwork complete
  • ☐ DSS telematics installed
  • ☐ StateFarm.com account created
  • ☐ Claim filing from app demonstrated
  • ☐ Referral and review asked

Compliance — Never Say

  • "Guaranteed" anything
  • "Cheapest," "lowest," or "best"
  • Specific product terminology (term, whole, IUL)
  • Competitor names or comparisons
  • Star-rating incentives for reviews