Inspire a Nation
Business Mentoring 
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DOWNLOAD THE ONLINE WORKSHOP AGENDA
NEXT WORKSHOP DATE: Monday and Tuesday September 28 - 29, 2020
TOPIC: How to Market to Build a $10 Million Revenue Insurance Agency
REGISTRATION LINK: https://attendee.gotowebinar.com/register/8254381644902991371
The goal of the web-based Fix My Insurance Agency Best Practices Workshop is to teach you how to add $10 Million in revenue (Independent Agencies) or $10 Million in premium (Captive Agencies) to your insurance agency in the next 3 - 5 years.
We will implement more Best Practices tasks and processes that will help you to grow your insurance agency in two days than most agents and agencies implement in a year!
Sponsoring Vendor's Breakout Sessions
What benefits will I see if I properly utilize the processes that will be implemented at the Fix My Insurance Agency Workshop?
- An increase in the staff member's motivation and buy-in to working processes
- More effective use of the current agency technology and systems (You don't need new technology, you just need to use it better!)
- An Increase in Effective Marketing Activities
- An Increase in Monthly: Item, Policy, and Premium Production
- An Increase in Customer Satisfaction and Retention
- A Reduced Number of Premium Decrease Endorsements
- An Increase in the Number of Premium Increase Endorsements
Other Benefits:
- A Reduced Number of Broker of Record Request to Leave the Agency
- An Increased Number of Broker of Record Request to Join the Agency
- An Increase in Referrals
- An Increase in Testimonials
- A More Accurate and Sanitized Customer and Contact Database
- More Efficient and Effective Use of the Agency's Technology
- An Effective Process for Interviewing, Hiring, Training, and Accountability of Agency Staff
- A More Profitable and Successful Agency
THE SEPTEMBER 28 -29, 2020 WORKSHOP IS OPEN TO ALL INSURANCE AGENTS AND THEIR STAFF. IT ONLY TAKES 5 SECONDS TO REGISTER FOR THE UPCOMIMG FIX MY INSURANCE AGENCY WEB-BASED WORKSHOP.
CLICK THE REGISTER BUTTON BELOW
Cost?
The September 28 - 29, 2020 Workshop is Web-Based and Free to all Insurance Agents and their agency staff.
Q. If the workshop is free to attend, what is the benefit of a membership?
A. To get the best benefits and value from the online workshop you will need access to proprietary member only tools and resources that we provide at Inspire a Nation.
Q. How much is a membership and how long do I have to stay a member?
A. We DON'T have a contract so you can cancel at anytime.
Not an active member? No problem.
DOWNLOAD THE ONLINE WORKSHOP AGENDA
The "Fix My Insurance Agency" BEST PRACTICES Process Implementation Workshop.
Why are the 2020 Fix My Insurance Agency Workshops Online?
· No travel or travel-related cost
· More total agencies can participate
· Agencies can assign staff members to participate in specific training stations
(Monday - Tuesday) September 28 - 29, 2020 (General Audience)
(Monday - Tuesday) October 26 - 27, 2020 (Member Only Session)
(Monday - Tuesday) November 16 -17, 2020 (Member Only Session)
PRICING
The Workshops are free to all active Inspire a Nation paid member levels! (The August 24 - 25 Workshop is free to non-members as well)
We welcome all of the solution providers that will be on hand during the workshop to help with implementation of processes including:
- Insurance Agent App - https://insuranceagentapp.com/
COLE X-DATES - Mail, Telephone, and Email leads for homeowners, landlords, condo, renters, and auto
LIGHTSPEED VOICE
The Fix My Insurance Agency Workshop will implement the 6 Steps to Growing an Insurance Agency
The best way to grow an insurance agency is to:
1. Have products and solutions that solve specific problems for specific customers
2. Have established agency checklist and workflows for each of the 23 core insurance agency processes
3. Market and prospect for the 5 Best Insurance Prospects at least 3 hours a day and with every customer interaction
4. Use a combination of the 10 main marketing methods to prospect the 5 Best Insurance Prospects
5. Use automation and technology tools to make the agency processes and workflows consistent
6. Spot-check processes, checklist and workflows, technology, and staff activities on a regular schedule
The Fix My Insurance Agency Process Implementation Workshop will not only show you how to get the six steps listed above working in your agency, but will take you by the hand and force you to implement the processes and workflows!
Inspire a Nation Insurance Agent Mentoring Resources will teach you how to start an insurance agency, build an insurance agency, and grow an insurance agency.
Workshop Testimonials
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
President at Kelly Klee Private Insurance
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.
Andy Roy
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.
Brian Bernth
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.
Aimee Griffin
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.
See many more testimonials on our Testimonials Page or on Google by searching "Inspire a Nation Business Mentoring + Mansfield,TX"
Download the Online Workshop Agenda
ONLINE FIX MY INSURANCE AGENCY WORKSHOP AGENDA
Note: All training times are CENTRAL TIME! Please adjust based on your local time zone.
(Example: 9 AM Central = 10 AM Eastern, 8 AM Mountain, 7 AM Pacific)
Day 1 TRAINING STATIONS
STATION ONE:
9:00 AM – 9:50 AM
Introduction, Training Goals Explained, 4 Types of Discipline, Agency Math Formulas
STATION TWO:
10:00 AM – 10:50 AM
Setup and demonstration of core technology tools
STATION TWO:(Cont’d)
11:00 AM – 12:00 PM
Setup and demonstration of core technology tools
LUNCH: 12:00 PM – 1:00 PM
STATION THREE:
1:00 PM – 1:50 PM
Generating a prospect list, Lead Tracking Methods, and Tools
STATION 4:
2:00 PM – 2:50 PM
Lead follow-up method and timelines, Calendar Blocking best practices
STATION 5:
3:00 PM – 3:50 PM
Selecting Staff KPIs
KPIs or Key Performance Indicators are the foundation of getting the best results from agency staff, tools, and resources
STATION 6:
4:00 PM – 4:50 PM
How to pay, bonus, and commission agency team members
DAY 1 ADDITIONAL ASSISTANCE:
7:00 PM – 9:00 PM
Vendors and Inspire a Nation staff will be available by web meeting to offer additional assistance and support. Each vendor will have a specific web meeting classroom.
DAY 2 TRAINING STATIONS
Note: All training times are CENTRAL TIME! Please adjust based on your local time zone.
(Example: 9 AM Central = 10 AM Eastern, 8 AM Mountain, 7 AM Pacific)
STATION 7:
8:00 AM – 8:50 AM
How to locate, interview, hire, and onboard agency staff members
Hiring, Training, and Accountability are one of the most important leadership-controlled aspects of operating an agency. Our program provides an Employee Handbook, Staff Training Guide, Staff Activities Checklist, and other resources that help with Staffing, Training, and Accountability.
STATION 8:
9:00 AM – 9:50 AM
The New Customer Onboarding Process:
The way you onboard a customer will establish the foundation of the entire relationship. An excellent new customer process will increase premium, increase policies, increase retention, increase referrals, and make customer service more efficient.
STATION 9:
10:00 AM – 10:50 AM
The Endorsement Process
85% of all incoming calls and emails in an insurance agency are some form of endorsement or policy change request. Admin focused tasks such as the Endorsement Process can be time and sales quicksand in an insurance agency if the agency does not have a defined process and accountability standards that make admin and service work revenue-producing tasks in the agency, not just time and sales quicksand tasks.
STATION 10:
11:00 AM – 11:50 AM
The Claims Process
The Claims Process should be more than just a touchpoint, it should be a process that will increase premium, increase policies, increase retention, increase referrals, and make the customer feel informed, safe, and protected.
STATION 11:
1:00 PM – 1:50 PM
The Retention Workflow Process
Retention is the wealth-building foundation of an insurance agency. It is more than re-quoting to find a cheaper price. This session looks at preparing and reviewing customer records for an upcoming renewal, requesting updated information from customers to verify loss runs, worker’s comp info, employee salaries, etc.
STATION 12:
2:00 PM – 2:50 PM
The Policy Review Process
A good policy review process should be a process that not only protects the agency from an E&O complaint, but increases premium, increases policies, increases retention, increases referrals, and adds value to the customer/agency relationship.
STATION 13:
3:00 PM – 3:50 PM
How to buy or sell an insurance agency
This training will overview what an agency needs to do to prepare to acquire another agency, and what an agency leader needs to do to prepare to sell or merge the agency with another agency.
STATION 14:
4:00 PM – 4:50 PM
Final Q & A and Close
After two days of training, demonstrations, and implementation, you will have questions. The final station of the workshop will allow you to ask the questions that not only you but every other Fix My Insurance Agency Online Workshop attendee has on their notepad or in their head.
To register for the workshop visithttps://www.inspireanation.org/eventcalendar
Note: Your agency must be an active Inspire a Nation paid member to participate in the Online Fix My Insurance Agency Workshop!