Here is what an insurance agency needs to do during the Coronavirus slowdown:
· 1. Make a team training and process spot-check calendar for the agency: This is especially important if you have remote staff!
· 2. Walk through the customer journey from a Lead to a new customer, to a policy change, to a claim, to the renewal process, to a policy review;
· 3. Identify which tasks can be done from home by a remote worker;
· 4. Identify which tech and automation can and should be used such as: ActivTrak to monitor staff computers, Slack or Teams for instant communication, Zoom for Quote and Service videos, EZTexting to make your landline text capable;
· 5. Identify how you plan on communicating with your prospects and customers: phone, texting, email, video, conference calls, etc.,
· 6. Train and role play one process per day with your team by conference call or zoom video,
· 7. Set up some type of instant messaging tool like slack, teams, ring central, etc., to communicate with your team;
· 8. Communicate and train with your team on a daily basis for a few minutes. This will keep them from feeling isolated, keep them engaged, provide help with understanding how to continue doing their job in an effective manner, and keep them accountable to the team;
· 9. Prospect, prospect, prospect! Pick up the phone and call customers and point out policy weaknesses, email former customers and old leads, contact potential business referral partners, purchase an x-date mailing list, write website articles and blogs, etc.
"Everyone is unsure of what is going to happen and how long this pandemic will last, so sales numbers will probably drop, but now is NOT the time to stop prospecting, Things will bounce back and when they do, your consistency will pay off. Remember this Billyism “Consistency always looks like success from the outside view!”
· 10. (Shameless plug) Download the 27 page work-from-home handbook I am giving away as part of our Freemium Membership
Current Active Members simply search "work from home" in the member search box to locate the policy
· 11. Register for 2-Day Fix My Insurance Agency Best Practices Web-Based or Live Workshop: https://www.inspireanation.org/Fix-My-Insurance-Agency-Info
The Primary Goal of Inspire a Nation Business Mentoring
Our goal at Inspire a Nation Business Mentoring is to add $10 Million in revenue to your insurance agency in 3 - 5 years. That can't happen without an assembly line approach to growing your agency.
THE ASSEMBLY LINE STATIONS ARE:
THE MATH (Revenue per Producer, Amount of required leads, etc.)
CORE TECHNOLOGY TOOLS
5 BEST INSURANCE PROSPECTS
10 MAIN MARKETING METHODS
GENERATING PROSPECT LISTS
LEAD TRACKING METHODS AND TOOLS
LEAD FOLLOW-UP METHODS, TIMELINES, AND TECHNOLOGY
CHECKLISTS AND WORKFLOWS
RECRUITING AND STAFFING
PAY, BONUS, and COMMISSIONS
NEW CUSTOMER PROCESS
TRAINING AND PRODUCTION MEETINGS
Our mentoring program will teach you how to maximize each task on the assembly line!
The Inspire a Nation Programs
NOTE: The March 26 - 27, 2020 and April 27 - 28, 2020 Fix My Insurance Agency Workshops will be an ONLINE event:
See https://www.inspireanation.org/eventcalendar for details!
Recently Added Freemium Member Resource:
27 Page Work-from-Home Policy Manual
Freemium Member Resource Podcast:
HOW TO PREPARE TO VALUE, BUY, OR SELL AN INSURANCE AGENCY
Inspire a Nation Business Mentoring
The Elite, Online Based, Step-by-Step Focused Insurance Agent Coaching and Mentoring Company.
Inspire a Nation Business Mentoring is a Williams Investment Group Company.
Williams Investment Group is a group of more than 160 partner agencies that produce over a billion dollars a year in new and renewal insurance premiums.
Because our mentoring is taught by investors that are also insurance agents, we mentor you on the best automated tasks, processes, and 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.
What benefits will I see if I properly utilize your Insurance Agency Mentoring Service?
"FIX MY INSURANCE AGENCY" 2 - DAY BEST PRACTICES PROCESS IMPLEMENTATION WORKSHOP
NOTE: The April 27 - 28, 2020 Fix My Insurance Agency Workshop
will be an ONLINE event that is free to active paid members: See https://www.inspireanation.org/eventcalendar for details!
Why is the April 2020 Fix My Insurance Agency Workshop Online?· Safety – No threat of contracting a virus or being quarantined
What should I expect from the Online Fix My Insurance Agency 2-Day Training Workshop?· A very structured training schedule designed around topic-specific training stations
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
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.
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.
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.
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 ‘18 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!
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 "Inspire a Nation Business Mentoring + Mansfield,TX"
Inspire a Nation Business Mentoring is an approved continuing education provider with the Texas Department of Insurance.
Let us share our expertise with you by creating a free marketing plan for your agency!
Written in a short, easy to read, "Twitter" style, this workbook (E-Book) will make it super easy for you to understand what and how to implement the best processes to grow your insurance agency.
Everything from finding the right niche, marketing, prospecting, agency automation and technology, process workflows, lead tracking formulas, to what tasks your staff should do every day in the agency.
With over 150 pages of knowledge and wisdom, the workbook is chocked full of links to videos, audio snippets, forms, and other resources to help explain the tasks and processes.
Here is actual audio that is part of the checklist tasks: http://bit.ly/Tasks2Audio
Active Inspire a Nation Members: Hyperlinks in the e-book will take you directly to the corresponding sections of the Video and Document Library.
The workbook also provides a .ics electronic tasks calendar link which will allow you to load tasks and detailed audio instructions into your favorite calendar tools such as Outlook, ICal, or Google Calendar.
Cost? $49.00 (Instant Download)
The Manual and Workbook is also available on Amazon for $54.00
Here is the Amazon Link: https://www.amazon.com/dp/1521963630