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Inspire a Nation
Business Mentoring
(A Williams Family Investment Group Company)


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15 - Minute Lunch and Learn Training Topics for Insurance Agents


 TOPIC

 

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



https://attendee.gotowebinar.com/register/7433384030725295196




Tuesday, May 23, 2023, 12:45 PM – 1:00 PM


Ask your P&C Customer this question?


If it was two minutes before you knew you were going to die and I could only write and issue you one policy, what policy would you want me to write?


95% of your customers will say "The biggest Life Insurance Policy you can write!"


(Of course, there is always 5% that will give you some reason like "I am not going to leave a bunch of money so she can spend it on her next boyfriend." But . . . that is probably that same customer that drives a Range Rover with only liability coverage.)


If life insurance is so important that it is the last policy a customer would want you to write before they died, why are you not offering it to them now?

 

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.


In 15 minutes let us show you the Best Practices for effectively adding life insurance to your P&C Agency product mix.


 TOPIC

 

30-Day Insurance Agency Reboot: If I had to reboot my insurance agency here is what I would do!



https://attendee.gotowebinar.com/register/8875474894431551063




Tuesday, May 30, 2023, 12:45 PM – 1:00 PM

Hi, I am Billy R. Williams, Ph.D., President of the Williams Family Investment Group, and Inspire a Nation Business Mentoring.


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.


 TOPIC


Lead Management and Lead Follow-up Best Practices to Close More Sales During a Hard Market

 


https://attendee.gotowebinar.com/register/2222730256992138840



Tuesday, May 30, 2023, 12:45 PM – 1:00 PM

 


On this 15 Minute Lunch and Learn session we will look at the best practices for lead management and lead follow-up during a hard insurance market.


Did you know that the average insurance agency only tries to contact a lead that requested a quote, 3 times by email, twice by phone, once by text message, and never by direct message on social networking before calling it quits and either throwing the lead into an automated expiration date campaign or worse yet, just letting the lead completely die, never to be contacted again?


During a hard insurance market, you have a tremendous opportunity to talk to your competitor agent's customers. Why you ask? Because many agents are avoiding contacting their customers because they are avoiding rate increase conversations.


However, the customers they are avoiding are still out shopping their insurance, because they don't know or understand what a hard market really means.


This is your time to increase your marketing, not cut back, and your time to make sure your insurance agency's lead management and lead follow-up process is working at a peak level.


I can usually add 10 to 15% in revenue over the course of a year, simply by adding an effective lead management and lead follow-up process to the agency’s daily tasks.


In an insurance agency, it is important to keep track of potential customers and follow up with them to make sales.


Weak lead management means not having a good system to keep track of potential customers, which can lead to missed sales and unhappy customers.


Weak follow-up means not contacting potential customers in a timely manner or not contacting them at all, which can also lead to missed sales and unhappy customers.


On this training we will go over the Inspire a Nation Best Practices for lead management and lead follow-up including:

Recommended automated workflow

Follow-up schedules

How leads such be tracked and prioritized

Scripts and templates

and more.


 



 



OUR RECENT 15 - MINUTE LUNCH AND LEARN TRAINING SESSION


INSURANCE ACCOUNT ROUNDING MADE SIMPLE EVEN DURING A HARD RATE ENVIRONMENT


WHEN: ON DEMAND



15 - MINUTE LUNCH-and-LEARN SESSIONS


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.) or register for the on-demand recorded 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.


4. Along with the 15-Minute Lunch & Learn sessions, we will often take extended deep dives into topics such as Staffing, Retention, Marketing, and other important subjects. The extended sessions will be recorded and available to active members inside of the Video and Document Library. 

 

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


SNIPPETS FROM RECENT LUNCH AND LEARN SESSIONS





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




The 4 Types of Business Referral Partnerships




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





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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