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How do I participate in the 15 Min Lunch & Learn Sessions

1. Register on the Topic Table below the Snippet Videos for a live sessions; All registrants will receive access to a recording of the session.

2. Become a Member and you will have immediate access to all recording of the sessions as well as training materials and resources such as scripts, templates, checklist, and workflows;

3. Non-Members Can Watch 5 - Min Snippets of the Recorded Sessions on the Video Section Below.


(Scroll down to see 5-Min Snippets the latest sessions)

15 Min Lunch and Learn Registration

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?

Past sessions can be viewed in the "Members Only Area" or by registering below for a "Non-Member On Demand Session" when that option is available. (Not all sessions are available to non members.)



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


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

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 video maker:

Here is the link for Where Mail Merge meets Video:

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


Text: 682-206-3836

March 21, 2023 (5 Min Snippet)

How to Increase Insurance Agency Revenues by Conducting Great Policy Reviews

MARCH 2023



 If I had to start my insurance agency from scratch here is what I would do my first 30 days!  Processes  3/7/2023 CLICK HERE
Many agencies can't grow because they feel trapped in the way the agency currently operates. I've started many agencies from scratch and helped many agencies reboot and start from the beginning. No matter the situation the first 30 days will lay the foundation of the agency for years to come. Let me show you what your first 30 days should look like.      

How to effectively add Life Insurance to your P&C Agency Product Mix




Insurance agents who specialize in Property and Casualty (P&C) policies can expand their services and revenue streams by offering life insurance to their existing customers. This is a smart move, as P&C policyholders are likely to have a higher trust level with their agent, which can lead to increased loyalty and more business opportunities.


How to Increase Insurance Agency Revenue by Conducting Great Policy Reviews.



Policy reviews are an essential aspect of any insurance agency's operations. Conducting regular and effective policy reviews can help agents identify areas where coverage may be lacking, update policies to reflect changing needs, and ensure that clients are adequately protected. In this session, we will explore the key steps to conducting great policy reviews in your insurance agency. From setting clear objectives to engaging with clients, we will provide you with practical tips and strategies to help you streamline your policy review process and deliver exceptional service to your clients. Whether you are a seasoned insurance professional or just starting in the industry, this session will help you optimize your policy review process and build stronger relationships with your clients.


Rate Increase Conversations: Best Practices to Get More Wins!



As an insurance agent, one of the most critical aspects of your job is to help customers understand the policies and coverage available to them and the rates associated with their policy(ies). Effective policy rate conversations can mean the difference between great customer retention and profit sharing, and a bad loss ratio because of customers running out the door to shop for cheaper rates.. 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. We will cover key topics such as agency standards, understanding your client's needs, presenting policy options, explaining weak coverage consequences, and addressing objections. With practical tips and strategies to help you navigate these conversations with confidence, this session will equip you with the tools you need to increase your sales and build stronger relationships with your customers. Whether you are new to the insurance industry or a seasoned professional, this session will help you master the art of policy rate conversations and drive success for your agency.      
 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!

Here is the link for 20% off video maker:

Here is the link for Where Mail Merge meets Video:

 How to Find and Manage Business Referral Partners  Marketing  2/14/2023  REGISTER
 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  2/21/2023 REGISTER
 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  REGISTER
 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.      

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


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)

© Inspire a Nation Business Mentoring

PO Box 2115, Mansfield, TX 76063

For the fastest response Text your First Name, Last Name, and Question to our central message center at 682-206-3836

(Why a text message? Our team is always on a call or video web meeting supporting our mentoring members. A text allows us to respond at our earliest opportunity)

Texting to our Central Message Center is considered written permission for Inspire a Nation Business Mentoring and the Williams Family Investment Group to communicate with you by text message.



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