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Inspire a Nation Business Mentoring Mentoring Your Insurance Agency

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2-Day Online Fix My Insurance Agency Process Implementation Workshop!

"How to Build a $10 Million Insurance Agency!"



SEE THE WORKSHOP AGENDA




Cost? $79.00 / Attendee


Save the date: Jan 8th – 9th, 2025  - 8:30 AM -  4:00 PM Central

(6:30 AM Pacific, 7:30 AM Mountain, 9:30 AM Eastern)

 

  Let's get you registered here:

 

  https://event.gotowebinar.com/event/96f53c6b-64ac-44af-95d5-5442dabe586c





The Fix My Insurance Agency Process Implementation Workshop in not a conference or vendor fair!


It is just what its name says it is, two days of live set up of the campaigns, processes, templates, automation, and technology tools it takes to build a $10 Million Insurance Agency.


Many attendees report that they got more tasks, processes, and automation implemented during the workshop than they got implemented in the previous two years inside the insurance agency.




If you are serious about implementing the best processes, practices, and tools to grow your insurance agency, you must attend the upcoming Fix My Insurance Agency Implementation Workshop. 





The workshop will teach you how to add $10 Million in revenue (Independent Agency) or $10 Million in premium (Captive Agency) to your insurance agency using a step-by-step, assembly-line approach.


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 "Fix My Insurance Agency"  BEST PRACTICES Process Implementation Workshop AGENDA


WORKSHOP AGENDA


2025 Fix My Insurance Agency Virtual Workshop

 

Day 1: Building the Foundation for Success

 

8:30 AM - 9:00 AM: Welcome and Workshop Kickoff

  • Introduction to the "Fix My Insurance Agency" mission
  • Overview of the S4TS process
  • Setting workshop expectations
  • Introduction of the Inspire a Nation Business Mentoring provided Business Plan Snapshot
  • The comprehensive Insurance Agency Assessment and Business Plan Template


 

9:00 AM - 9:30 AM: Getting Your Insurance License, Joining Agent Networks, and Acquiring Carriers

  • Steps to obtain state licensing
  • Should you join an agent network or cluster?
  • Building strong relationships with insurance carriers


Recommended Templates, Tools, and Automation:

  • Inspire a Nation Business Mentoring provided Licensing checklist
  • The Inspire a Nation provided list of National Agent Networks and Clusters with Key Contacts
  • Using carrier tracking tools like IVANS, Agency Management System, CRM

 

 

9:30 AM - 10:00 AM: Staffing Your Insurance Agency Part 1

  • 4 Types of staff in every Insurance Agency: Processes, Technology, Automation, and People
  • The Inspire a Nation provided Work from Home Employee Guidelines
  • The Inspire a Nation Insurance Staff Activity Checklist and KPI List


Recommended Templates, Tools, and Automation:

  • Positions and Roles you need in your insurance agency
  • The Inspire a Nation Business Mentoring Insurance Staff Interview Questions
  • The Inspire a Nation Video Insurance Staff Recommended Training Tasks and Order

 


10:00 AM - 10:30 AM: Staffing Your Insurance Agency Part 2

  • Positions and Roles you need in your insurance agency
  • The Inspire a Nation Insurance Staff Activity Checklist and KPI List
  • The Inspire a Nation Property and Casualty Agency Procedure Manual
  • The Inspire a Nation Commercial Insurance Agency Procedure Manual
  • The Inspire a Nation provided Employee Handbook


Recommended Templates, Tools, and Automation:

  • The Inspire a Nation Video and Document Library
  • The Inspire a Nation Business Mentoring Insurance Staff Interview Questions
  • The Inspire a Nation Video Insurance Staff Recommended Training Tasks and Order
  • The Inspire a Nation Insurance Staff Activity Checklist and KPI List
  • The Inspire a Nation Property and Casualty Agency Procedure Manual
  • The Inspire a Nation Commercial Insurance Agency Procedure Manual
  • The Inspire a Nation provided Employee Handbook
  • The Inspire a Nation provided Work from Home Employee Guidelines

 

 

10:30 AM - 11:00 AM: Insurance Agency Technology – 20 Questions You Need to Ask

  • Key technology considerations for your agency
  • The Inspire a Nation provided “20 Questions to ask of your agency technology handout


Recommended Templates, Tools, and Automation:

  • Technology gap analysis worksheets
  • Tools like Zapier for integration

 

 

11:00 AM - 12:00 PM: Marketing Your Insurance Agency

  • We use the acronym R.E.S.P.E.C.T.F.U.L. to show you the best campaigns to market your Insurance Agency
  • We overview the 6 Best Insurance Agency Prospects
  • We dive into the 10 Best Insurance Agency Marketing Campaigns based on your short and long-term goals


Recommended Templates, Tools, and Automation:

  • Multiple Templates
  • Multiple Tools
  • Multiple Platforms

 

12:00 PM - 1:00 PM: Lunch Break

 

1:00 PM - 1:30 PM: Overcoming Insurance Sales Objections

  • Techniques to improve closing rates
  • Role-playing sales scenarios
  • Effective Conversations, Scripts, and Templates


Recommended Templates, Tools, and Automation:

  • The Sales Objection Pocket Guide by Billy R. Williams
  • Phone, Email, Text Message, and Social Networking Scripts and Templates
  • The 5 Components of a good Elevator Pitch



1:30 PM - 2:00 PM: New Insurance Customer Onboarding

  • Creating a smooth onboarding experience
  • Building loyalty and compliance from the start


Recommended Templates, Tools, and Automation:

  • Onboarding checklists
  • Automated welcome email templates
  • After Sale Follow-up Meeting

 


2:00 PM - 2:30 PM: Using Licensed Staff, Non-Licensed Staff, and Virtual Assistants to Accomplish Administrative Tasks Within the Agency - Part 1

  • Streamlining daily operations
  • Ensuring compliance with minimal effort


Recommended Templates, Tools, and Automation:

  • Task assignment templates
  • Virtual assistant management tools like Time Doctor

 


2:30 PM - 3:00 PM: Part 2  - Using VAs and Non-Licensed Staff to Accomplish Administrative Tasks Within the Agency 

  • Ensuring non-licensed staff are utilized effectively
  • Identifying tasks for delegation to Non-Licensed Staff and Virtual Assistants (VAs)


Recommended Templates, Tools, and Automation:

  • Delegation guides
  • Workflow automation tools like Monday.com

 


3:00 PM - 3:30 PM: Assigning Staff KPIs (Key Performance Indicators) to Work with Enhanced Pay

  • Explaining the who, what, why, and how behind Enhanced Pay
  • Leveraging Enhanced Pay to maximize staff performance

 

Recommended Templates, Tools, and Automation:

  • KPI tracking tools and action steps
  • Payroll tools like Gusto

 


3:30:00 PM - 4:00 PM: Daily Wrap-Up and Q&A

  • Recap of Day 1 topics
  • Open floor for questions

 


Day 2: Scaling and Optimizing Your Agency

 

8:30 AM - 9:30 AM: Day 2 Marketing the Agency Including AI Tools

  • AI Voice Chatbots
  • AI Text Chatbots
  • Master ChatGPT Prompt
  • Eight Ways to Use AI Tools with Referral Partners


Recommended Templates, Tools, and Automation:

  • AI Voice Chatbots
  • AI Text Chatbots
  • Master ChatGPT Prompt
  • Zapier
  • Zoom Web Meetings
  • Various AI Tools



9:30 AM - 10:00 AM: Processing Endorsements and Policy Changes

When done correctly the Endorsement process will help increase upsells, cross-sells, account rounding, retention, and reduce E&O exposure.

  • Ensuring accuracy in updates and changes
  • Using technology correctly to streamline processes
  • Effectively communicating the agency’s recommended coverage standards
  • Effectively communicating the consequences of policy and coverage weaknesses
  • Effective use of the Declined Coverage Form


Recommended Templates, Tools, and Automation:

  • The Inspire a Nation Endorsement / Policy Change Request Process
  • The Inspire a Nation provided endorsement templates and scripts
  • E-Signature based Decline Coverage Form
  • Agency Management System / CRM

 


10:00 AM - 10:30 AM:  Understanding Billing and Handling Claims

  • Managing customer payments and explaining billing cycles
  • Guiding clients through the Inspire a Nation Claims Follow-up Process

 

Recommended Templates, Tools, and Automation:

  • The Inspire a Nation Claims Follow-up Process
  • Knowledgeable Billing Conversations

 

 

10:30 AM - 11:00 AM: Leveraging Customer Special Events

  • Using birthdays, renewals, and milestones for upselling, cross-selling, and rounding out accounts
  • Building deeper client connections
  • Use special events policy reviews to increase retention and referrals


Recommended Templates, Tools, and Automation:

  • Event reminders in AMS / CRM
  • Personalized email and text message templates
  • Social Networking outreach templates

 


11:00 AM – 12:00 PM: How to effectively use VA’s and Non-Licensed Staff in the insurance customer Pre-Renewal and Renewal Process

  • The primary tasks non-licensed team members should perform in the policy review and policy renewal process
  • Preparing customer policies for seamless policy reviews and renewals
  • How non-licensed team members can prepare licensed team members for great policy review conversations
  • Administrative steps to finalize renewals


Recommended Templates, Tools, and Automation:

  • The Inspire a Nation Pre-renewal workflows
  • How to effectively automate the insurance policy review and renewal requests communication templates in the agency
  • Renewal reminder templates

 

12:00 PM - 1:00 PM: Lunch Break

 

1:00 PM – 1:30 PM: Handling Insurance Rate Increase Conversations

  • 5 things staff can do to influence rates
  • The 7 Primary Reasons insurance rates increase
  • Rate Increase Role-Play

 

Recommended Templates, Tools, and Automation:

  • The Inspire a Nation Rate increase Explanation Scripts, Templates, and Conversations

 


1:30 PM – 2:00 PM: Conducting Policy Reviews and Spot-Checking Part 1

  • Ensuring thorough policy reviews for client satisfaction
  • Spot-checking processes to maintain quality


Recommended Templates, Tools, and Automation:

  • Policy Review Checklists and Templates

 

 

2:00 PM – 2:30 PM: Conducting Policy Reviews and Spot-Checking Role-Play Part 2

  • Dr. Williams will Role-Play an Insurance Policy Review


Recommended Templates, Tools, and Automation:

  • Policy Review Checklists
  • Policy Review Scripts

 


2:30 PM – 3:00 PM: Policy Re-Quotes and Rewrites

  • ·        Reviewing agency standards for re-quoting and rewriting policies
  • ·        Non-licensed staff’s role in the re-quote / rewrite process

 

Recommended Templates, Tools, and Automation:

  • Policy Re-Quote and Rewrite Guidelines
  • Staff Re-quote and Rewrite KPI’s
  • Should staff be paid for rewrites?

 

 

3:00 PM – 3:30 PM Reviewing Agency Procedure Manuals and the Employee Handbook  - Part 1

  • ·        Reviewing the Agency Procedure Manual for Personal
  • ·        Review the Agency Procedure Manual for Commercial Lines
  • ·        Review the “Work-From-Home” Procedures Manual
  • ·        Discuss Procedure Manuals for entities other that personal lines or commercial
  • ·        Review the agency’s Employee Handbook
  • ·        Review Pay and Commission Guidelines within the Employee Handbook
  • ·        Review Enhanced Pay Guidelines within the Employee Handbook


Recommended Templates, Tools, and Automation:

  • Inspire a Nation provides copies of all of the above-mentioned procedure manuals and employee handbook as part of the paid Inspire a Nation membership program.

 

 

3:30 PM - 4:00 PM: Final Wrap-Up, Q&A, and Action Plan

  • Recap of workshop learnings
  • Developing a personalized action plan
  • Q&A and next steps


Let's get you registered here:

https://event.gotowebinar.com/event/96f53c6b-64ac-44af-95d5-5442dabe586c





Let's get you registered here:

https://event.gotowebinar.com/event/96f53c6b-64ac-44af-95d5-5442dabe586c



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?



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

Status is online

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"






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