Inspire a Nation
Business Mentoring


Library Items


Use Google Chrome for the best experience with our website.

THE (RECORDED) "2022 FIX MY INSURANCE AGENCY - HOW TO BUILD A $10 MILLION REVENUE INSURANCE AGENCY" VIRTUAL WORKSHOP IS AVAILABLE FOR PURCHASE TO NON-MEMBERS!


(Active Inspire a Nation Paid Members, DO NOT purchase the recorded workshop. It is available free by logging on to the main page of the Video Library: https://www.inspireanation.org/Videolibrary)



WANT TO EXPERIENCE SOME OF THE 2-DAY VIRTUAL "FIX MY INSURANCE AGENCY - HOW TO BUILD A $10 MILLION REVENUE INSURANCE AGENCY" WORKSHOP BEFORE YOUR PURCHASE THE ENTIRE WORKSHOP?

(Active Inspire a Nation Paid Members, DO NOT purchase the recorded workshop. It is available free by logging on to the main page of the Video Library: https://www.inspireanation.org/Videolibrary)

HERE IS THE FIRST HOUR!


This 2 – Day Web Training is broken down into 14 Assembly Line Training Stations and Topics.



Don't try to attend every single session, choose the specific session(s) and the best person(s) in the agency to benefit from the session(s).


The real test of extraordinary processes is not just how they work when things are going good, but how they hold up when things go wrong.


The insurance agency process developed by the "trial-and-error" based tracking of the Williams Family Investment Group's insurance agencies and taught to member insurance agencies of Inspire a Nation Business Mentoring excelled during the coronavirus pandemic.


Everything from our focus on recommended coverage standards, using automated, templated communication tools, our use of Declined Coverage Forms, video for quote proposals and policy reviews, to our emphasis on agency-level mobile applications, allowed Inspire a Nation mentored agencies to maintain or increase their sales, retention, and revenue, during the pandemic shutdown.


Now you and your agency can get a "behind-the-curtain" look at the Inspire a Nation $10 Million Insurance Agency Mentoring System by attending specific training stations offered during our Free 2- Day Web Training Class.






SEE THE VIRTUAL WORKSHOP AGENDA


COST: $100.00 PER WORKSHOP DAY for Non-Member Agents/Agencies.

SEE THE VIRTUAL WORKSHOP AGENDA


(We STRONGLY suggest you become a member in order to get the best benefits and value from the virtual workshop. You will need access to proprietary member-only tools and resources that we provide at Inspire a Nation. Only members will have that access. Member prices are per agency, not per person!)

Btw . . . our memberships start at $179.00/month with no contract: https://www.inspireanation.org/membershipinformation



CLICK HERE TO REGISTER FOR DAY 1 OF THE WORKSHOP (Back to the Basics - Agency Processes - Staffing)


2 Day Workshop Registration DAY 1 OF THE RECORDED WORKSHOP



CLICK HERE TO REGISTER FOR DAY 2 OF THE WORKSHOP (Marketing Focus)


2 Day Workshop Registration


Active Members: Log into the Video and Document Library to retrieve the DISCOUNT CODE that allows CURRENT, ACTIVE, Inspire a Nation Member Insurance Agents/Agencies and all agency staff members to register at no cost - https://www.inspireanation.org/Videolibrary 


WORLD CLASS INSTRUCTORS INCLUDING


Billy R. Williams, Ph.D., Williams Family Investment Group


Melissa Martinez - Technology Implementation Specialist



Cody Askins - 8% Nation Conference


DAVID R COROTHERS - KILLING COMMERCIAL



STEVEN MOHR - LIGHTSPEED VOICE



REPS FROM HAWKSOFT AGENCY MANAGEMENT SYSTEM



Andy Mathisen FROM GLOVE BOX APP


DANIELLE DRISCOLL - GLOVE BOX APP




THE AGED LEAD STORE - The #1 Source of Aged Leads in the United States!






MARBLE BOX VIRTUAL ASSISTANTS  Your Virtual Insurance Processing Team

Lets you do the people stuff while we do the rest




COST: $100.00 PER WORKSHOP DAY for Non-Member Agents/Agencies.

SEE THE VIRTUAL WORKSHOP AGENDA


(We STRONGLY suggest you become a member in order to get the best benefits and value from the virtual workshop. You will need access to proprietary member-only tools and resources that we provide at Inspire a Nation. Only members will have that access. Member prices are per agency, not per person!)

Btw . . . our memberships start at $179.00/month with no contract: https://www.inspireanation.org/membershipinformation


REGISTER FOR DAY 1 OF THE WORKSHOP


CLICK HERE TO REGISTER FOR DAY 2 OF THE WORKSHOP (Marketing Focus)



Active Members: Log into the Video and Document Library to retrieve the DISCOUNT CODE that allows CURRENT, ACTIVE, Inspire a Nation Member Insurance Agents/Agencies and all agency staff members to register at no cost - https://www.inspireanation.org/Videolibrary

 



Why are the 2022 Fix My Insurance Agency Workshops virtual?


·        The main reason is so everyone in the agency can attend, not just the principle agent(s)


·     No travel or travel-related cost


·   More total agencies can participate


·     Agencies can assign staff members to participate in specific training stations




Q. What is the benefit of signing up for a membership instead of just paying the $179.00 to attend?


A. To get the best benefits and value from the virtual workshop you will need access to proprietary member only tools and resources that we provide at Inspire a Nation. Only members will have that access.



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. 



"THE ASSEMBLY LINE APPROACH TO BUILDING A $10 MILLION INSURANCE AGENCY"


This 2 - Day Online Workshop is an open session to all Active, Current Inspire a Nation Member Insurance Agents/Agencies and all agency staff members


This 2 – Day Web Training is broken down into 14 Assembly Line Training Stations and Topics.



Don't try to attend every single session, choose the specific session(s) and the best person(s) in the agency to benefit from the session(s).


The real test of extraordinary processes is not just how they work when things are going good, but how they hold up when things go wrong.


The insurance agency process developed by the "trial-and-error" based tracking of the Williams Family Investment Group's insurance agencies and taught to member insurance agencies of Inspire a Nation Business Mentoring excelled during the coronavirus pandemic.


Everything from our focus on recommended coverage standards, using automated, templated communication tools, our use of Declined Coverage Forms, video for quote proposals and policy reviews, to our emphasis on agency-level mobile applications, allowed Inspire a Nation mentored agencies to maintain or increase their sales, retention, and revenue, during the pandemic shutdown.


Now you and your agency can get a "behind-the-curtain" look at the Inspire a Nation $10 Million Insurance Agency Mentoring System by attending specific training stations offered during our Free 2- Day Web Training Class.




Day 1 TRAINING STATIONS

(Note: All Stations will include the set up of Automation and Technology necessary to perform the Process, Tasks, and Workflows discussed in the station) 

  

STATION ONE - Getting Back to the Basics

9:00 AM – 9:50 AM

Introduction, Training Goals Explained, Reviewing the Basics of why we are in the Insurance Industry, Determining How Many Cold and Warm Leads the Agency Needs to Reach Its Sales Goals (With insight from our world-class instructors), Reviewing the Completed $10 Million Agency Questionnaires and Leadership Assessment Quiz.


STATION TWO - Overview of the S4TS Method and Agency Standards and Meet our Vendor Trainers 10 Minute Introductions 

10:00 AM – 10:50 AM

At this station we will overview the S4TS Method of operating an insurance agency, establish Agency Level Recommended Coverage Standards (With insight from our world-class instructors), and detail the standard actions the Agency Staff Takes when a Customer Declines the Agency's Recommended Coverage Standards.

Also, during this hour we will introduce you to the vendors that will lend their expertise and support throughout the workshop to help you implement the Best Practice Processes we teach at Inspire a Nation.


STATION THREE - Creating a Carrier Guideline Resource Spreadsheet and Meet our Vendor Trainers 10 Minute Introductions

11:00 AM – 12:00 PM

Trying to figure out the different carrier appetites, guidelines, limitations, and restrictions is a major time-waster in an insurance agency. At this station, we will start to develop a Carrier Guideline Resource Spreadsheet that will eliminate much of the time wasted by agency staff trying to figure out how to get a policy issued or renewed. (With insight from our world-class instructors)

Also, during this hour we will introduce you to the vendors that will lend their expertise and support throughout the workshop to help you implement the Best Practice Processes we teach at Inspire a Nation.

 

LUNCH: 12:00 PM – 1:00 PM

 

STATION FOUR - The Endorsement Process

1:00 PM – 1:50 PM

Using the Endorsement Process to generate new business and increase retention

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. Suppose the agency does not have a defined process and accountability standards that make admin and service work revenue-producing tasks; in that case, admin tasks will become time and sales quicksand.


STATION FIVE - The Claims Process

2:00 PM – 2:50 PM

Using the Claims Process to increase referrals, life insurance, and increase retention. (With insight from our world-class instructors)


STATION SIX - Selecting Staff KPIs

3:00 PM – 3:50 PM

KPIs or Key Performance Indicators are the foundation of getting the best results from agency staff, tools, and resources. (With insight from our world-class instructors)


STATION SEVEN - How to Pay, Bonus, and Commission Agency Team Members

4:00 PM – 4:50 PM

We will look at the 3 main types of agency staff: Licensed Staff, Unlicensed Staff, and 1099 Contractors (With insight from our world-class instructors)

 


DAY 2 TRAINING STATIONS


STATION EIGHT:

9:00 AM – 9:50 AM

Marketing Tools Necessary to Build a $10 Million Insurance Agency

This session overviews the various marketing tools every agency should have in place when building a $10 Million Insurance Agency. Tools include Agency Management Systems, An Agency Branded Mobile App, Google Tools and Services, P.E.T.S. with Video Tools (Phone, Postal Mail, Email, Text Messaging, and Video), and Search Engine Optimization Tools. (With insight from our world-class instructors)


STATION NINE:

10:00 AM – 10:50 AM

LEAD GENERATION! The First 10 Recommended Marketing Campaigns to Build a $10 Million Insurance Agency

This session deep dives into Lead Generation, the 5 Best Insurance Prospects, and the 10 Main Marketing Methods to reach them.


STATION TEN:

11:00 AM – 12:00 PM

Setting Up a Real-World Lead Generation and Marketing Campaign!

No More Theory . . . In Real-Time, our world-class vendors and instructors will help one of the agency's attending the Online Workshop set up an active marketing campaign.


LUNCH: 12:00 PM – 1:00 PM


STATION ELEVEN:

1:00 PM – 1:50 PM

The New Customer Onboarding Process:

The agency did a lot of marketing and lead follow-up to get a new customer; now, you have to properly onboard them!

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. We will show you how tools such as your Agency Management System, Phone System, and Agency Branded Mobile App, and Declined Coverage Form fit into the New Customer Process


STATION TWELVE:

2:00 PM – 2:50 PM

The Retention Workflow Process

Retention is the wealth-building foundation of an insurance agency. It is more than re-quoting to find a lower price. This session looks at preparing and reviewing customer records 150 days out for commercial policies and 60 days out for personal lines. How to use automated emails, text messages, and fillable forms for an upcoming renewal, how to properly conduct a policy review meeting, and what triggers to use to determine when to shop carriers for better coverage or price.


STATION THIRTEEN:

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.


STATION FOURTEEN:

4:00 PM – 4:50 PM

Final Q & A and Close

After two days of training, demonstrations, and implementation, you will have questions. The workshop's final station will allow you to ask what you and every other workshop attendee have on their notepad or in their head. 



REGISTRATION INSTRUCTIONS



IF YOU ARE PART OF A CURRENT, ACTIVE INSPIRE A NATION MEMBER AGENCY CLICK HERE 

https://www.inspireanation.org/Biweekly-Group-Webinars

TO RETRIEVE THE DISCOUNT CODE THAT WILL ALLOW YOU TO REGISTER AT NO COST. (YOU MUST BE LOGGED IN ON TO RETRIEVE THE CODE


IF YOU ARE NOT PART OF A CURRENT, ACTIVE INSPIRE A NATION MEMBER AGENCY YOU WILL NEED TO

1. JOIN OUR MEMBERSHIP PROGRAM, OR

2. PAY THE $100.00 PER WORKSHOP DAY ENROLLMENT FEE FOR THE VIRTUAL WORKSHOP ON THE WEBINAR REGISTRATION PAGE. 


CLICK THE REGISTER BUTTONS BELOW TO GO TO THE VIRTUAL WORKSHOP REGISTRATION PAGE


CLICK HERE TO REGISTER FOR DAY 1 OF THE WORKSHOP (Back to the Basics - Agency Processes - Staffing)


2 Day Workshop Registration DAY 1 OF THE RECORDED WORKSHOP



CLICK HERE TO REGISTER FOR DAY 2 OF THE WORKSHOP (Marketing Focus)


2 Day Workshop Registration



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

Bob Klee, CPRIA

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"





Not an active member? No problem. 






The "Fix My Insurance Agency"  BEST PRACTICES Process Implementation Workshop.



Why are the 2022 Fix My Insurance Agency Workshops virtual?


·        The main reason is so everyone in the agency can attend, not just the principle agent(s)


·     No travel or travel-related cost


·   More total agencies can participate


·     Agencies can assign staff members to participate in specific training stations







Missed a live webinar or training session? No Problem! Click on the Button Below to View Recorded Sessions





© 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 contact you at our earliest opportunity)

 

Email: helpdesk@inspireanation.org


Website Privacy Policy and Video and Document Library Terms of Use

 

Powered by Wild Apricot Membership Software