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15 - MINUTE LUNCH-and-LEARN SESSIONS

(Scroll down to see the latest sessions)

The sessions are 15 mins., free, and packed with ready-to-apply knowledge. What possible excuse could you have for not attending or at least registering so you can access the recording?

JANUARY 2023

SUBJECTDATEREGISTER
S4TS - Adding a New Process in your Insurance Agency Processes1/10/2023CLICK HERE 
How to Generate Revenue Using Email and Text Message Templates in Your Technology Tools Technology1/17/2023 CLICK HERE 
Generating Leads Using the 6 Best Insurance Prospects Marketing 1/24/2023 CLICK HERE 
Google My Business Profile - Best PracticesSEO/SRM  1/31/2023CLICK HERE 
    
 FEBRUARY 2023   
 How to Create a Digital Marketing Funnel Using AI Tools Marketing 2/7/2023 CLICK HERE
In this session, we will show you how to identify what questions your target prospects are asking, and how to use AI tools such as ChatGPT to write articles, social media posts, create thumbnail images, and more! This is a "DON'T MISS" session!   
    
 How to Find and Manage Business Referral Partners Marketing 2/14/2023 CLICK HERE
 In this session we will show you the best practices to find and manage the four main Business Referral Types: Direct Referrals, Networking Partners, Branding Partners, and Resource Partners. We will also explain the best contact methods and timelines to keep them sending referrals to your business.   
    
 The Inspire a Nation New Customer Onboarding Process Processes 2/21/2023CLICK HERE
 How you onboard a new customer sets the tone of the relationship for years to come. We will show you how to maximize cross-sells, retention, and referrals by implementing the Inspire a Nation New Customer Onboarding Process.   
    
 Insurance Agency Virtual Assistants: The 11 Tasks Every Virtual Assistant Should Master! Staffing 2/28/2023 CLICK HERE
 From helping with quoting, to completing Certificates of Insurance and Acord forms, to managing upcoming customer renewals, we will overview the 11 primary tasks that every insurance agency virtual assistant should be trained on and eventually master in an insurance agency.   
    


We will walk through the different sections of a Google My Business Profile and show you in real-time how to optimize your profile!


See 5-Minute Snippets of the most recent Lunch-and-Learn sessions by clicking here.


WEEKLY 15-MINUTE LUNCH-AND-LEARN INSURANCE AGENT COACHING SESSION


Tuesday's 12:45 - 1:00 PM (Central)


1:45 Eastern, 11:45 Mountain, 10:45 Pacific


(Scroll down to see upcoming sessions and to register)



The session is 15 mins., free, and packed with ready-to-apply knowledge. What possible excuse could you have for not attending or at least registering so you can access the recording?



SNIPPETS FROM RECENT LUNCH AND LEARN SESSIONS


30 MINUTE LUNCH AND LEARNS



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




15 MINUTE LUNCH AND LEARNS



Jan 10, 2023

How to Implement a New Process in an Insurance Agency



Jan 17, 2023

How to Generate Revenue Using Email and Text Message Templates



Jan 24, 2023

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








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