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15 - Minute Lunch and Learn Training Topics for Insurance Agents





How to get staff to buy-in to new technology and automation.


Lack of Leads in an Insurance Agency





How to overcome a Lack of Quality Staff in an Insurance Agency





Insurance Rate Increase Conversations

How to Win More than Lose





INSPIRE A NATION INSURANCE AGENT

COACHING AND MENTORING



AGENT TO OWNER PODCAST

A Deep Dive Into Operating an Insurance Agency


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    24 X 7 ON-DEMAND WEB TRAINING


    THIS 3-HOUR WEB WORKSHOP PROVIDES:

    • Weekly and Daily Action Steps
    • Real-Time Setup and Demonstration of Marketing Campaigns and Tools
    • In-depth Explanations that simplify how to reach "100 New Customers in 60 Days!" 


    "Accessing the on-demand web based workshop allows you to download the 50-page Tasks-by-Tasks, Day-by-Day presentation  slides that accompany the web-based workshop."


    Who will benefit from the web-based workshop? Any business of any type that wants to add 100 New Customers in 60 Days without going broke to do it!




    INSURANCE AGENCY PROCESS SPOT-CHECK CHECKLIST



    If the Insurance Agency Process Checklist below does not show a download button on your device, click on the link below to download the checklist.

    https://inspireanation.wufoo.com/forms/insurance-agency-process-spotcheck-checklist/




    "AGENCY INVESTORS!" A new insurance focused reality show.


    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



    PRIOR EXPRESS WRITTEN CONSENT ACTION CHECKLIST




    If the PEWC Action Checklist below does not show a download button on your device, click on the link below to download the checklist.

    https://inspireanation.wufoo.com/forms/prior-express-written-consent-action-checklist/ 



    Join the Inspire a Nation Newsletter



    How to Create Highly Effective Sales Scripts and Templates


    Taken from the best-selling book "The Best Responses to Overcome Sales Objections - Pocket Guide by Billy R. Williams, Ph.D. E-Book:

    https://www.amazon.com/dp/B0CKQ2QWVM ($8.95) Paperback:

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


    In this training, we will explain the key components necessary to create sales scripts and templates that will help you increase your sales 10 fold.

    Video Chapters

    00:00 Introduction

    04:53 An Example Sales Script

    06:41 The 5 Main Areas of the Sales Cycle where you get the most objections

    07:29 Scripts and Templates (P.E.T.S.V2)

    9:00 The 5 Goals of a Good Response

    10:31 The 4 Components of a Good Elevator Pitch

    12:30 The 3 Elements of a Good Subject Line

    13:40 Breakdown of the Example Script

    18:44 How to Join our Insurance Agent Coaching and Mentoring Program

    19:52 How to Order "The Best Responses to Overcome Sales Objections - Pocket Guide by Billy R. Williams, Ph.D.



    Free - On Demand Session!

    OVERCOMING SALES OBJECTIONS - THE BEST RESPONSES

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

    The best salespeople in the world always have a good response to sales objections . . . do you?


    Free - On Demand Session

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



    HOW TO KICK-START YOUR INSURANCE AGENCY AFTER THE SUMMER LULL!

    On-Demand Training

    Register at: https://attendee.gotowebinar.com/recording/8503501316438928899 or Click on the image below.



    RATE INCREASE CONVERSATIONS - BEST PRACTICES FOR SAVING YOUR CUSTOMERS IN A HARD INSURANCE MARKET

    REGISTER AT

    https://attendee.gotowebinar.com/rt/8471869465481774167


    You can’t save every customer and you can’t overcome every rate increase, but you can establish a rate increase conversation process that will cause you to save more customers than if you didn’t have a process.

    In this session, we will explore the best practices for conducting insurance policy rate increase conversations that will help you secure more wins for your agency. 




    UNDERSTANDING THE BASICS OF COMMERCIAL INSURANCE (FULL 15-MINUTE SESSION)

    WATCH THE COMPLETE SESSION BY CLICKING ON THE VIDEO ABOVE OR

    CLICK HERE


    Because of the hard personal lines insurance market most insurance agents and agencies are going through, this is the perfect time to revisit and re-educate yourself on other lines and other revenue streams that you can bring into the insurance agency, such as life insurance and commercial insurance.

    In this 15-minute Lunch and Learn session, I am going to cover and define the 6 Main Types of Commercial Insurance policies (GENERAL LIABILITY, COMMERCIAL PROPERTY INSURANCE, BUSINESS OWNERS POLICY, INLAND MARINE INSURANCE, WORKERS COMPENSATION, and SURETY BONDS)

    In addition, I will define other commercial policy types an agency should offer their commercial customers such as COMMERCIAL AUTO, EPLI (Don't worry I will explain it!), and other policy types. You will learn more in this 15-minute session than most agents that don't often sell commercial insurance have learned in their entire career!




    OUR RECENT 15 - MINUTE LUNCH AND LEARN TRAINING SESSION


    INSURANCE ACCOUNT ROUNDING MADE SIMPLE EVEN DURING A HARD RATE ENVIRONMENT


    WHEN: ON DEMAND




    SNIPPETS FROM RECENT LUNCH AND LEARN SESSIONS






    The 4 Types of Business Referral Partnerships





    How to Implement a New Process in an Insurance Agency



    How to Generate Revenue Using Email and Text Message Templates



    How to Generate Insurance Leads by Using the 6 Best Insurance Prospects


    STAFFING & TRAINING A P&C INSURANCE AGENCY (INCLUDING VIRTUAL ASSISTANTS) EVEN WHEN INSURANCE RATES ARE HIGH!

    90-MINUTE PREMIUM ACCESS SESSION

    90-Minute Webinar: Staffing and Training a P&C Insurance Agency for Success Even When Premiums are High!!


    PRICE = $99.00 NON - MEMBERS,


    FREE TO ACTIVE 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.


    Active Inspire a Nation Members log in and go to the

    "Members 15-Minute Lunch and Learn Page" or the

    "Staffing an Insurance Agency Page" to view the session.


    Topics covered in the session:

    00:00 Introduction

    01:27 We have ONE JOB as Insurance Agents;

    02:14 Six ways an insurance agency makes money;

    05:42 Five actions to modify insurance rates;

    21:44 Seven reasons insurance rates go up;

    36:28 Four types of insurance shoppers and four types of staff;

    43:43 Agency staffing (Billy's opinion);

    46:29 Four things that kill quality staff;

    50:52 How many people should I hire in my agency?

    53:39 Staffing a sales-focused insurance agency;

    56:42 How to locate staff prospects;

    1:00:31 How to use a job hotline to prequalify staff candidates;

    1:02:51 State Insurance Department Licensed Lists;

    1:04:30 Interviewing staff candidates

    1:10:00 Closing thoughts and recommended action steps


    Staffing an Agency Webinar



    15 MINUTE LUNCH AND LEARNS



    Jan 31, 2023

    How to Optimize Your Google My Business Profile for Leads and Search Results




    Feb 7, 2023

    How to use A.I. Tools to create a 6-Step Digital Marketing Lead Funnel in minutes. (Including Made for You Videos!)

    Here is the link for 20% off Pictory.ai video maker: https://bit.ly/pictoryaibillywilliams

    Here is the link for BHuman.ai. Where Mail Merge meets Video: https://bit.ly/bhumanaibillyrwilliams



    Feb 14, 2023

    How to Find and Manage Business Referral Partnerships





    Feb 21, 2023

    The New Customer Onboarding Process




    Feb 28, 2023

    11 Tasks P&C Agency Virtual Assistants Should Master



    March 7, 2023 (Complete 15 Min Session!)

    It's Time to Reboot Your Insurance Agency




    March 14, 2023 (Complete 15 Min Session

    How to Easily Add Life Insurance Sales to Your P&C Agency

    Email: wfiginfo@wfig.info

    Text: 682-206-3836



    March 21, 2023 (5 Min Snippet)

    How to Increase Insurance Agency Revenues by Conducting Great Policy Reviews










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    PO Box 2115, Mansfield, TX 76063


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