If you are a member (or non-member) with general questions, use our AI Virtual Chatbot by clicking on the Chat Box Icon below or call 682-206-3836.

For detailed process questions use the chatbot located on the module page. (Must be logged in to access module chatbots) 

Who are we?

Inspire a Nation Business Mentoring Svc., is the mentoring division of the Williams Family Insurance and Investment Group; a group of more than 150 partner agencies that produce over a billion dollars a year in new and renewal insurance premiums.

Inspire a Nation Business Mentoring has 100’s of member insurance agencies and small business on our rolls. This real-world insider access gives our team the ability to implement, monitor, and track which conversations, processes, and tools are working and which ones are a waste of time, money, and effort. 

If you are an active Inspire a Nation Member, CLICK HERE to access the Video and Document Library, otherwise use the search bar to locate specific training and mentoring resources.

WHAT DO WE TEACH INSURANCE AGENTS?

OUR MISSION IS TO TRANSFORM YOUR AGENCY & SHOW YOU IN A STEP-BY-STEP FASHION HOW TO REACH YOUR DESIRED AGENCY GOALS BY GIVING YOU A PROVEN RECIPE TO FOLLOW, NOT A GROCERY LIST OF INFORMATION.

The video and document library and our one-on-one and group training sessions, teaches and mentors on the main 26 areas that it takes to run a successful insurance agency:

1. Getting Your Insurance License
The foundational step to becoming an insurance agent by obtaining the required state licensing.

2. Acquiring Carriers
Building relationships with insurance carriers to offer a variety of products to your clients.

3. Completing Your Business Plan Snapshot
Creating a concise and actionable outline of your agency’s goals, strategies, and operations.

4. Understanding How the Acronym S4 TS Drives All of Your Tasks and Processes
A structured framework (Standards, Time Blocking, Tasks, Templates, Training, Spot-Checking) that ensures every task is efficient and effective.

5. Staffing Your Insurance Agency
Hiring and training a skilled team to support the growth and operations of your agency.

6. Marketing Your Insurance Agency
Developing and executing strategies to attract and retain customers.

7. Prospecting Within Your Insurance Agency
Finding and connecting with potential clients to grow your business pipeline.

8. Lead Management
Organizing and nurturing leads to convert them into customers efficiently.

9. Mastering the Sales Process
Refining your techniques to close sales and maximize revenue.

10. New Customer Onboarding
Welcoming and setting up new clients with a smooth and efficient process.

11. Administrative Tasks Within the Agency
Handling essential daily operations such as documentation and compliance.

12. Customer Service Tasks
Providing support and solutions to meet client needs and enhance satisfaction.

13. Understanding Billing
Managing premium payments, refunds, and financial interactions with customers.

14. Processing Endorsements and Policy Change Requests
Adjusting policies to reflect customer needs and ensuring accuracy.

15. Handling Insurance Customer Claims
Assisting clients through the claims process to provide timely and satisfactory resolutions.

16. Using Customer Special Events to Help Grow Your Agency
Leveraging client milestones (e.g., birthdays, renewals) for relationship-building and upselling opportunities.

17. Pre-Insurance Policy Renewal Process
Reviewing and preparing policies to ensure seamless renewals for clients.

18. Pre-Renewal Administrative Tasks
Handling paperwork and updates before policy renewal periods.

19. Completing a Thorough Policy Review
Analyzing customer policies to identify gaps or opportunities for additional coverage.

20. Conducting Rate Increase Conversations
Discussing policy changes and increases with clients in a professional and transparent way.

21. Renewal Administrative Tasks
Finalizing renewals with updated information and approvals.

22. Carrier Fulfillment and Requests
Coordinating with carriers to ensure timely policy issuance and service.

23. Managing Agency Payroll
Accurately processing payroll for staff and maintaining financial compliance.

24. Commissions Reconciliation
Tracking and reconciling commission payments from carriers and agents.

25. Product Knowledge Training
Educating your team on the features and benefits of various insurance products.

26. Maximizing Technology Use
Implementing tools and automation to streamline agency operations and improve efficiency.

S4TS PROCESS IMPLEMENTATION METHOD

A structured system for executing tasks and processes that focuses on:

• Standards: Clear expectations for every task.

• T1: Time-blocking to prioritize activities.

• T2: Detailed task and process steps for consistency.

• T3: Templates, tools, and automation for efficiency.

• T4: Ongoing training and role-play for team mastery.

• S: Spot-checking and accountability to ensure quality and retrain when needed.

TESTIMONIALS AND REVIEWS

We began working with Dr. Williams approximately 9 months ago and after each mentoring session we continue to identify ways we are a better agency. The keys to Dr. Williams program are his patient, methodical approach, maintaining a consistent training commitment and auditing KPI's to hold management and employees accountable for following through and implementing the standards and processes developed. Well worth the fee and well worth the time our employees invest in the mentoring sessions.

Terry Robinson - Morrow Insurance Henderson NC

After spending some time with Inspire a Nation's free content I decided it was time to invest in their highest tier of mentorship (working directly with Billy). I'm glad we did! Billy has confidently gone head to head with me on every challenge presented and we're already seeing lifts in our processes, capabilities, standards and expansion. Billy is doing the work to raise our floor and ceiling as we are taking the next big step in our growth as an organization. Thank you sir, keep it up!

Matt Snowden - Agency Owner 

I spent two days at Billy's workshop in Arlington. It was absolutely fantastic. I have been to a lot of workshops and this is the only one where the host sits down with you and works through the processes with you. He helps you set up everything that you need or want to work on. It is a great intimate setting and it is well worth your time.

Curtis Ostler - Agency Owner

Bob Klee, CPRIA

President at Kelly Klee Private Insurance

I went as a guest to help my best friend & was blown away! I had no idea this type of Quality training was available to agents! Billy R Williams, PhD, is a master trainer/motivator! You were there all Monday evening, helping, encouraging us to make the processes you just showed us during the day, ours, by building the templates you showed us during our first days training into our AMS. Wow, I've never experienced this in my Insurance career.   Then you did a live claims followup call for one of the agents attending & showed us how easy it is, if one follows your process, to turn a claim into an opportunity! You are the Master at building simple processes that if followed, will help an agent get to a $10 Million book of business sooner vs. later.  If you want to grow your agency faster, take advantage of what Billy offers at hashtag#InspireANation  Billy, it was my pleasure to meet you & go through your training this week. Thank you.

Just went to Fix my insurance agency workshop and have been able to implement several of the 23 core processes that were lacking in our agency
Well worth the time.

Andy Roy

I've attended a lot of workshops over the years and this was the first and only one to actually help me implement changes during the workshop!  I've got actual processes to follow and proven ways to get from point A to point B every time.  It also helped me take the emotion out of tough decisions.

Brian Bernth

We had the opportunity to participate in the Fix my Insurance Agency workshop. It was amazing! We are an estate planning law firm. Most of the information was relevant to building and automating a business. Getting, caring and retaining clients and processes that impact. Great implementation process.

Aimee Griffin

Dr. Billy Williams' mentoring program is exactly what we needed. He has systems and processes that makes growing your agency fun and exciting. The systems and processes work and they make everything easier. We really like that the systems are step by step.

While attending the Elevate Conference in Cleveland, Ohio, I was able to see Billy Williams present. He has an amazing way of connecting with the audience and puts concepts into ways that really engages with those in attendance. One thing I took away from his speech when discussing leading others, was the concept of not having to love your job, but the job has to support what you love. If you have an opportunity to see him speak, don’t miss out!

John Bachmann

I listened to Billy speak at the AI Brainshare Event in Las Vegas a couple of weeks ago. His laser focus on improving agencies through effective management of agency personnel was hard to miss. If you are willing to commit your time and energy toward improving your agency, his mentoring will get you across the finish line. As Billy would say, "It's not easy but it is simple".

See many more testimonials on our Testimonials Page or on Google by searching "Williams Family Investment Group + Mansfield,TX"

Dr. Billy R. Williams stars in:

AGENCY INVESTORS REALITY SHOW - A Shark Tank like reality show for the insurance industry!

Season One: Insurance Agency Investors Reality Show

A Shark Tank like show for the Insurance Industry

5 Titans of the insurance industry Dr. Billy R. Williams, Cody Askins, Cassidy Arbeli, Edward Pritchett, Brandon Todd are here to make or break the dreams of ambitious insurance agents.

In our first episode, meet Tom Simkins, an insurance agent with a bold vision. He's pitching his funeral concierge business, seeking a $500,000 investment from our esteemed panel of investors. Will anyone bite? Find out in this high-stakes episode.

https://www.youtube.com/watch?v=M3eue_SkwXk

JOIN THE INSPIRE A NATION EMAIL AND TEXT MESSAGE NEWSLETTER LIST

THE 2024 INSPIRE A NATION INSURANCE AGENT / AGENCY PREPARATION CHECKLIST TASKS

THE 2025 INSPIRE A NATION INSURANCE AGENT / AGENCY PREPARATION CHECKLIST TASKS

(Download a PDF Version of the 2024 Insurance Agency Preparation Checklist)

Use the 2025 Insurance Agent /Agency Preparation Checklist Tasks listed below to ensure that you implement the processes, tasks, and tools that must be in place to maximize the growth of your insurance agency in 2025 and beyond.

Active Inspire a Nation Business Mentoring Members, click on the link associated with the process, task, or tool to go directly to the training page inside of the Inspire a Nation Video and Document Library. (Active Membership and Log-in required)

This checklist is by no means comprehensive or comes close to the amount of mentoring, coaching, and training resources provided by Inspire a Nation Business Mentoring, but completing the listed tasks will fast-track your agency’s growth in 2025.

• Ø  Assess your 2023 agency production results by carrier, premium, revenue, retention numbers, and team member.

https://www.inspireanation.org/Day-1-Action-Steps

• Ø  Plug your active policy numbers into the “How Much Money Are You Leaving on The Table” Spreadsheet to quickly see how much agency revenue you are missing out on by missing cross-sell and account rounding opportunities.

https://www.inspireanation.org/Day-1-Action-Steps

• Ø  Establish and validate your agency’s Minimum Recommended Coverage Standards

https://www.inspireanation.org/Day-1-Action-Steps

• Ø  Evaluate and update your agency’s Google for Business Profile.

https://www.inspireanation.org/Google-for-Business

• Ø  Create or update your agency’s Introduction Video using the template provided by Inspire a Nation Business Mentoring.

Script and steps to create an Insurance Agency Introduction Video

• Ø  Verify that the “11 Core Email Templates” are loaded into all tools used to send outbound emails from the agency.

Inspire a Nation provided Scripts, Templates, and Fillable Forms

• Ø  Verify the agency’s Online Appointment Calendar is properly set up, has the appropriate meeting types, and that all team members that should be available for meetings are linked to the correct times and meeting types.

https://www.inspireanation.org/Appointment-Scheduling-Tools-Calendar-Tools

• Ø  Review and update the Agency’s Employee Handbook (Inspire a Nation provides a comprehensive Employee Handbook that you can easily modify and use in your agency.

https://www.inspireanation.org/Day-5-Employee-Handbook

• Ø  Review and update the staff KPI’s by role or position in the agency.

Staff Activity Checklist – KPI’s by role or position in the agency

• Ø  Review and update all scripts and templates used for marketing phone calls, emails, text messages, and social networking DM’s.

https://www.inspireanation.org/marketingoverview

• Ø  Update agency and individual Social Networking Profiles.

Using Social Networking in an Insurance Agency

• Ø  Establish or re-engage with Professional Business Referral Partnerships

Building and Maintaining Business Referral Partnerships

• Ø  Set up the First 8 Inspire a Nation Recommended Marketing Campaigns

https://www.inspireanation.org/marketingoverview

• Ø  Review and update the agency’s New Customer Onboarding Process

The Inspire a Nation Insurance Agency New Customer Onboarding Process

• Ø  Review and update the Inspire a Nation provided Decline of Recommended Coverage Form.

The Inspire a Nation Decline of Recommended Coverage Form

• Ø  Review and update the agency’s Policy Renewal and Policy Review Process.

https://www.inspireanation.org/policy-renewals-and-policy-review-retention

• Ø  Review the Inspire a Nation “Insurance Rate Increase” training page.

Insurance Rate Increase Conversations and Processes

• Ø  Review your agency staff’s Pay, Bonus, and Commission schedules.

How to Pay, Bonus, and Commission Insurance Agency Staff

This checklist is by no means comprehensive or comes close to the amount of mentoring, coaching, and training resources provided by Inspire a Nation Business Mentoring, but completing the listed tasks will fast-track your agency’s growth in 2024.

The best resources to use to guarantee that the 2024 INSURANCE AGENT / AGENCY PREPARATION CHECKLIST TASKS are properly implemented are:

• 1.       The Inspire a Nation Business Mentoring Insurance Agency Membership Program: www.inspireanation.org

• 2.       The live, in-person, 2-day, Fix My Insurance Agency Process Implementation Workshop: https://www.inspireanation.org/eventcalendar

SALES OBJECTION POCKET GUIDE

The latest book by Billy R. Williams, Ph.D.

#1 Amazon New Release in Telemarketing Category for 3 straight weeks! (2K book a week are loaded to Amazon each day)

THE BEST RESPONSES TO OVERCOME SALES OBJECTIONS - THE POCKET GUIDE!

E-Book: https://www.amazon.com/dp/B0CKQ2QWVM ($8.95)

Paperback: https://www.amazon.com/dp/B0CLSD9SDY ($12.95)

SALES OBJECTION POCKET GUIDE BY BILLY R WILLIAMS

100's of ready-to-use responses to help you overcome sales objections, rejections, and non-responses to your contact attempts.

This pocket guide is the result of talking with 1000's of salespeople, listening to 100's of hours of successful and not-so-successful recorded sales calls, a little help from our A.I. vendor partners, and the real-world experiences of Dr. Billy R. Williams, considered by many as one of the world's leading authorities on building and growing a successful sales organization.

Google Search "Sales Objection Pocket Guide - Billy Williams"

WATCH THE TRAINING VIDEO BELOW!

This is a 24 X 7 On Demand Training Class

https://register.gotowebinar.com/register/1305446191427066967

8 REASONS AN INSURANCE AGENT SHOULD JOIN THE INSPIRE A NATION

8 REASONS AN INSURANCE AGENT SHOULD JOIN THE INSPIRE A NATION

INSURANCE AGENT MENTORING AND COACHING PROGRAM . . .

Even without structure and processes, your team will always find a way to get things done, so the issue is not that your team needs more things to do, what they want is to be more efficient with the tasks they are already doing.

Click here to check out our Insurance Agent Coaching and Mentoring: Features, Benefits, and Prices!

 Inspire a Nation Business Mentoring is an Elite, Online Based, Step-by-Step Focused, Insurance Agent Coaching and Mentoring Company that specializes in helping insurance agents and agencies at all levels to lay a foundation of processes,  tasks, tools, staff training & processes that will be used to build and grow the agency for years to come!

Inspire a Nation Business Mentoring is a Williams Family Investment Group Company.

The Williams Family Investment Group is a group of more than 160 partner insurance agencies that produce over a billion dollars a year in new and renewal insurance premiums. The group is coordinated by Billy R. Williams, Ph.D., an insurance agency leader and one of the world's foremost authorities on building and growing an insurance agency.

The Williams Family Investment Group also partners with P&C Insurance agencies to help provide an additional revenue stream to the agent/agency by providing Life Insurance options to their customers. The agent/agency simply refers the contact to WFIG, and we do all the work. Commissions are shared, and with little to no work the P&C agent/agency better protected their customer, increased their customer retention by placing another product in the household, and added a new revenue stream to the agency.

For more information email support@williamsinvgroup.com or call or text 214-702-1544.   

Because our mentoring is taught by investors who are also insurance agents, we mentor you to be a better insurance agency leader, how to locate, hire, train, and utilize staff in the agency, how to increase agency customer retention numbers, and how to implement the best automated tasks, agency processes, and insuretech tools that will not only make you a great agency, but will also make your agency more valuable if you needed to get a loan or sell it one day.

READ SOME OF OUR REVIEWS AND TESTIMONIALS

Q. Dr. Williams can you summarize the benefits of becoming an Inspire a Nation Business Mentoring Member Agency?

A. Absolutely! In order to keep things simple and clear . . .  (I love simple and clear) look at the table boxes below.

Inspire a Nation MEMBERSHIP PROGRAMS AND PRICES

90-Minute On-Demand Webinar: Staffing and Training a P&C Insurance Agency for Success Even When Insurance Rates are Skyrocketing!

WHAT?: 90-Minute Webinar: "Staffing and Training a Property and Casualty Insurance Agency for Success Even When Premiums are High!"

WHEN?: On-Demand

WHY?: Some topics require more than 15 minutes of training. Staffing an Insurance Agency is one of those topics!

WHO SHOULD ATTEND?: From the receptionist to the agency owner, everyone in the agency must be trained to not only retain customers but to look for new sales opportunities, while offering the coverage that will best protect a customer’s quality of life should they ever have to file a claim.

COST?:

Free for Active Inspire a Nation Member Agencies and Staff

$99.00 for non-Inspire a Nation Members

Are you constantly looking for great insurance agency staff?

Are you failing at training your current staff to reach to their full potential?

Do you want to know how maximize your current staff to help build and grow a successful insurance agency?

Look no further than the upcoming webinar on "Staffing a Property and Casualty Insurance Agency for Success," presented by none other than Dr. Billy R. Williams, one of the world's leading authorities on the subject.

"We have one job as an insurance agent  . . . offer the coverage that will best protect our customer's quality of life should they ever have to file a claim! If we don't wake up every day mentally prepared to do our one job . . . we are failing as an insurance agent. Hearing or reading what I just said might bother you, but in your head and in your heart, you know I'm right.

Billy R. Williams' Ph.D. 

SNIPPETS FROM RECENT LUNCH AND LEARN INSURANCE AGENT COACHING SESSIONS

TAKE 90 SECONDS AND DISCOVER WHY WE SHOULD BE YOUR FIRST CHOICE

WHEN YOU NEED HELP GROWING YOUR INSURANCE AGENCY!

Q. Who is Dr. Billy R. Williams and why should I listen to him?

A. Read the "ABOUT US PAGE" and watch the video below. 

"How to Make Your Insurance Agency Investment Worthy"