Inspire a Nation
Business Mentoring 
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ACTIVE MEMBERS: For the fastest response Email or Text your First Name, Last Name, and Question to our central message center at helpdesk@inspireanation.org or text 682-206-3836 (Why an email or text message? Our team is always on a call or video web meeting supporting our mentoring members. An email or text allows us to contact you at our earliest opportunity and give you our undivided attention) Active Member Training: The 1st and 3rd Thursday of the month at 1:00 PM Central (2 PM Eastern, 12 PM Mountain, 11 AM Pacfic). All live sessions are recorded and available 24 x 7! NEXT TRAINING TOPIC: CALENDAR BLOCKING THE 14 CORE WEEKLY AGENCY TASKS
Click on the Registration Button to View Recorded Sessions The Mini-Workshops' purpose is to provide the consistent staff training and role-play most agencies so desperately need but don't take the time to do. The training is for all staff, not just the agent! |
DOWNLOAD THE ONLINE WORKSHOP AGENDA
NEXT WORKSHOP DATE: Monday and Tuesday, February 22 - 23, 2021
TOPIC: THE ASSEMBLY LINE APPROACH TO BUILDING A $10 MILLION INSURANCE AGENCY – DURING AND AFTER COVID
REGISTRATION LINK: (Will be active Jan 7, 2021)
Sponsoring Vendor's Breakout Sessions
"THE ASSEMBLY LINE APPROACH TO BUILDING A $10 MILLION INSURANCE AGENCY – DURING AND AFTER COVID."
This session is an open session to all Insurance Agents (Members and Non-Members) and all agency staff members, Invited Guest, and Sponsoring Vendors
The Free 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).
Download the Agenda at http://bit.ly/insuranceassemblyline2dayworkshop
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.
THE FEBRUARY 22 - 23, 2021 WORKSHOP IS OPEN TO ALL INSURANCE AGENTS AND THEIR STAFF. (MEMBER AND NON-MEMBER INSURANCE AGENCIES)
IT ONLY TAKES 5 SECONDS TO REGISTER FOR THE UPCOMIMG FIX MY INSURANCE AGENCY WEB-BASED WORKSHOP.
CLICK THE REGISTER BUTTON BELOW
Cost?
The February 22 - 23, 2021 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.
The "Fix My Insurance Agency" BEST PRACTICES Process Implementation Workshop.
Why are the 2021 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
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
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"
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, Determining how many cold and warm leads the agency needs to reach it's sales goals, and Establishing Recommended Agency Coverage Standards.
STATION TWO:
10:00 AM – 10:50 AM
10 Minute Sponsoring Vendor Introductions and Table Talks
STATION TWO:( Cont'd)
11:00 AM – 12:00 PM
Continuation of 10 Minute Sponsoring Vendor Introductions and Table Talks
LUNCH: 12:00 PM – 1:00 PM
STATION THREE:
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 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.
STATION 4:
2:00 PM – 2:50 PM
Using the Claims Process to increase referrals, life insurance, and increase retention
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:
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, including Google Tools and Services, P.E.T.S. with Video Tools (Phone, Postal Mail, Email, Text Messaging, and Video) and Search Engine Optimization Tools
STATION 8:
10:00 AM – 10:50 AM
The First 10 Recommended Marketing Campaigns to Build a $10 Million Insurance Agency
This session deep dives into the 5 Best Insurance Prospects and the 10 Main Marketing Methods to reach them.
STATION 9:
11:00 AM – 12:00 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.
LUNCH: 12:00 PM – 1:00 PM
STATION 10:
1:00 PM – 1:50 PM
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:
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 for an upcoming renewal, requesting updated information from customers to verify loss runs, worker's comp info, employee salaries, etc.
STATION 12:
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 13:
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.