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Registration Details: - Start Date: August 8, 2024 - Time: Every Tuesday and Thursday, 12:00 PM - 1:00 PM Central - Duration: 6 weeks Registration Link: https://attendee.gotowebinar.com/register/678222093961324124
6 - WEEK "GROW AND SCALE" INSURANCE AGENT VIRTUAL BOOTCAMP! LISTEN TO THE AUDIO EXPLAINER VERSION HERE
Call 682-206-3836 and our AI Virtual Assistant can answer your detailed questions! CAN YOU GIVE ME A QUICK OVERVIEW OF THE INSURANCE AGENT BOOT CAMP? Are you ready to elevate your insurance agency to new heights? Our Fix My Insurance Agency Growth and Scale Boot Camp is here to help! Starting August 8, 2024, this 6-week intensive virtual boot camp will tackle the three main culprits that hinder the growth and scaling of insurance agencies: Capacity, Communication, and Consistency. Capacity: - Staffing: Learn effective recruitment, training, compensation and retention strategies. - Workflows: Develop efficient workflows to streamline operations. - Tools & Technology: Learn how to maximize the latest A.I. tools and agency technology to enhance productivity and increase your ability to grow and scale your insurance agency. - Automation: Implement automation to reduce manual tasks and increase efficiency and capacity.
https://attendee.gotowebinar.com/register/678222093961324124
Communication: - Templates: Access ready-to-use templates for emails, reports, and client communications. - Tools: Maximize both regular communication tools and channels, as well as modern A.I. tools that improve client interactions and internal communications. - Knowledge Database: Build and maintain a comprehensive knowledge database for quick reference and training of both your human staff and your A.I. Assistant tools.
https://attendee.gotowebinar.com/register/678222093961324124 Consistency: - Standards: Establish and maintain high standards for all processes and interactions. - KPIs: Learn how to set and track Key Performance Indicators to measure success. - Workflows: Standardize workflows to ensure consistency in operations. - Training: Develop ongoing training programs to keep your team updated and skilled. - Spot-Checking: Implement spot-checking procedures to ensure compliance and quality. - Marketing and Prospecting: The boot camp will focus on the 6 Best Insurance Prospects and the 10 Main Marketing Methods to reach and engage with your target prospects. https://attendee.gotowebinar.com/register/678222093961324124
Session Topics Include: 1. Effective Staffing for an Insurance Agency 2. Implementing Technology and Automation (Both traditional and A.I. tools) 3. Marketing: Strategies to Attract the Right Clients 4. Prospecting: Techniques to Identify Potential Leads 5. Lead Follow-up: Nurturing Leads to Conversion 6. Closing a Sale: Tips for Sealing the Deal 7. New Customer Onboarding 8. Processing Policy Changes 9. Handling Reported Claims 10. Policy Renewal Notifications 11. Conducting Policy Reviews 12. Remarketing Insurance Policies HOW MUCH DOES THE BOOT CAMP COST? Cost = Free to Inspire a Nation members that were active before August 6, 2024. ($0.00 Discount Code is located on the Main Page of the Video and Document Library)
New Boot Camp Sign-ups = $699 includes: - Attendance to the live Boot Camp sessions, - Access to the recorded Boot Camp sessions inside the Video and Document Library, - The Boot Camp Attendee Activity Workbook - Access to all written templates, scripts, and AI Prompts and resources provided as part of the Boot Camp THIS SOUNDS AWESOME! HOW DO I REGISTER? Registration Details: - Start Date: August 8, 2024 - Time: Every Tuesday and Thursday, 12:00 PM - 1:00 PM Central - Duration: 6 weeks Registration Link:
https://attendee.gotowebinar.com/register/678222093961324124
IS THERE A CLASS SCHEDULE AND OVERVIEW OF EACH SESSION? Session Summary and Dates Session 1 – 08/08/2024: Effective Staffing for an Insurance Agency - Overview: Learn effective staffing strategies, including roles, KPI’s, and Non-Licensed Tasks that can be performed in the agency Session 2 – 08/13/2024: The 5 Revenue Stream Method of Paying Your Staff – Base Pay, Enhanced Pay, Bonus, Commissions, and Renewal Bonus; How to create a voice-based Knowledge Database that you can use to help train your staff Session 3 – 8/15/2024: Implementing Templates, Technology, and Automation - Overview: Discover how to use email, text message, Social DM Templates, Electronic Business Cards, and Online Appointment Scheduling Tools to increase sales, Increase Referral Partners, and to Increase Agency Efficiency and Consistency. Session 4 – 08/20/2024: Marketing and Prospecting in an AI Focused World Session 4 & 5 focuses on the 6 primary ways an agency makes money, the 6 best insurance prospects, and the 10 main marketing methods used to reach your target prospects. - Learn to use AI tools like ChatGPT, Gemini, Claude, and AI assistants with access to knowledge databases to create marketing and prospecting content such as blog post, articles Session 5 – 08/22/2024 - Marketing and Prospecting in an AI Focused World (Part 2)
Session 6 – 08/27/2024: New Customer Onboarding - Ensure a smooth start for your clients and create a lasting first impression. - A good New Customer Onboarding Process lays the foundation for every additional customer interaction including up-sells, cross-sells, referrals, service requests, and increased retention. Session 7 – 08/29/2024: Processing Policy Changes, Administrative Tasks, and Claims Reporting - Overview: Discover efficient methods, technology, and automation that your staff can utilize to become pros at handling policy changes, keeping your clients satisfied and your operations smooth. - Discover how non-licensed staff can and should be the backbone - Overview: Learn best practices for managing reported claims professionally, enhancing client trust and satisfaction.
Session 8 – 09/05/2024: Policy Pre Renewal Process Notifications - Overview: Master the timing and techniques for effective policy renewal notifications to keep your clients informed and engaged. Learn how to automate Insurance Review outreaches, and how to use AI tools and Knowledge Databases to answer questions for customers that refuse to schedule a policy review - Discover how your non-licensed staff can perform 95% of pre renewal tasks when equipped with the right technology, templates, and information. Session 9 – 09/10/2024: Conducting Policy Reviews and Rate Increase Conversation - Overview: Learn to conduct thorough policy reviews, ensuring your clients always have the best coverage. - At Inspire a Nation we teach you to conduct policy reviews in a very specific order that will maximize cross-sells, up-sells, retention, and referrals. - Rate Increases are a part of life in the insurance industry. Your team shouldn’t fear
Session 10: Remarketing Insurance Policies and Boot Camp Summary - Overview: Discover strategies to remarket insurance policies, using rate and scenario triggers, not emotions, when to do a “Book Roll” and when is remarketing financially good for both the agency and the customer. - Overview: Wow, we went over a lot during the Boot Camp. Now it is time to summarize and continue implementing the tasks, tools, and processes we trained during the Inspire a Nation Business Mentoring “Fix My Insurance Agency – Insurance Agent Boot Camp!”
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