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SEE THE VIRTUAL WORKSHOP AGENDA



NEXT WORKSHOP DATE: Monday and Tuesday, Jan 31, 2022 - Feb 1, 2022.


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


COST:

1. Free to all ACTIVE, Inspire a Nation Member Insurance Agents/Agencies and all agency staff members (Must be an active member on the days of the Virtual Workshop)

(Click here to log in and retrieve the discount code to enter on the $10 Million Agency Workshop Registration Page)


2. $179.00 for all non-member agents that want to attend. Use the link below to register and pay: 


REGISTRATION LINK: https://attendee.gotowebinar.com/register/6082978131198927374



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.



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 $179.00 ON THE VIRTUAL WORKSHOP REGISTRATION PAGE. 


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


REGISTRATION LINK: https://attendee.gotowebinar.com/register/6082978131198927374



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, Reviewing the Completed $10 Million Agency Questionnaire 


STATION TWO - Agency Standards

10:00 AM – 10:50 AM

At this station we will establish Agency Level Recommended Coverage Standards, Role-Play the Possible Claim Consequences When a Customer Declines the Agency's Recommended Coverage, and detail the standard actions the Agency Staff Takes when a Customer Declines the Agency's Recommended Coverage Standards 


STATION THREE - Creating a Carrier Guideline Resource Spreadsheet

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 af the time wasted by agency staff trying to figure out how to get a policy issued or renewed.


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.


STATION SIX:

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 SEVEN:

4:00 PM – 4:50 PM

How to pay, bonus, and commission agency team members


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 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 NINE:

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 TEN:

11:00 AM – 12:00 PM

Setting Up a Real-World Marketing Campaign!

No More Theory . . . In Real-Time, I 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.


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 for an upcoming renewal, requesting updated information from customers to verify loss runs, worker's comp info, employee salaries, etc.


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. 



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"




COST?


1. Free to all CURRENT, ACTIVE, Inspire a Nation Member Insurance Agents/Agencies and all agency staff members

(Click here to log in and retrieve the discount code to enter on the $10 Million Agency Workshop Registration Page)


2. $179.00 for all non-member agents and agencies. Use this link to register and pay: 



REGISTRATION LINK: https://attendee.gotowebinar.com/register/6082978131198927374




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. 



Not an active member? No problem. 







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








Starting Again in January 2022, Active Member Agency Virtual Training: The 1st and 3rd Thursday of the month at 12:00 PM Central (1 PM Eastern, 11 PM Mountain, 10 AM Pacfic).

All live sessions are recorded and available 24 x 7!

Missed a previous session? No Problem! Click on the Button Below to View Recorded Sessions





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PO Box 2115, Mansfield, TX 76063


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(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)

 

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