Inspire a Nation Business Mentoring Memberships We are experts at solving the problems that keep your agency from growing! We are a NO CONTRACT service! Stay with us as long as we help you grow your agency and cancel when you are ready.
Choose the Membership Level that works best for you: Level 1: I don't need a lot of help implementing tools and processes, just the resources; and a monthly spot-check and one-on-one mentoring session. Level 2: I need a little hand-holding to get me going and help training me and my team. Level 3: I want to do as little as possible and I would rather let the Inspire a Nation team set up the tools, processes, and train my team on how to implement the tools and processes. 8 REASONS AN INSURANCE AGENT SHOULD JOIN THE INSPIRE A NATION INSURANCE AGENT MENTORING AND COACHING PROGRAM . . . Even without structure and processes, your team will always find a way to get things done, so the issue is not that your team needs more things to do, what they want is to be more efficient with the tasks they are already doing. MEMBERSHIP LEVELS, RESOURCES, AND PRICES (LEVEL 4: CLUSTERS, MASTERMIND GROUPS, AND V.A. COMPANIES EXPLAINED BELOW THE TABLE)
OUR MAIN PURPOSE IS NOT TO GIVE YOU MORE INFORMATION! ANYBODY CAN LOAD YOU UP WITH VIDEOS AND BOOKS FILLED WITH INFORMATION. OUR MISSION IS TO TRANSFORM YOUR AGENCY & SHOW YOU HOW TO REACH YOUR DESIRED AGENCY GOALS BY GIVING YOU A PROVEN RECIPE TO FOLLOW, NOT A GROCERY LIST OF INFORMATION. OUR MENTORING PROGRAM WILL CHANGE THE CULTURE AND TRAJECTORY OF YOUR INSURANCE AGENCY BY PROVIDING:
HOW DO I GET THE BEST RESULTS FROM YOUR INSURANCE AGENT MENTORING PROGRAM?
We easily and quickly help you change the culture of your insurance agency from the 20th century way of doing things to the 21st century way that things need to get done! Because our mentoring is taught by investors that are also insurance agents, we mentor you on the best automated tasks, processes, and tools that will not only make you a great agency, but will also make your agency more valuable if you needed to get a loan or sell it one day. The top two questions that people ask about our Insurance Agent Mentoring Program Q1. What is the difference between the Level 1, 2, and 3 Membership? A1. The main differences are: LEVEL 1 MEMBERSHIP
Level 1 Insurance Membership - $179.00 Monthly / $1790.00 AnnualThis level is for agents that have a good level of self-discipline and have no problem holding their team accountable for tasks and processes. Members at this level do not need weekly accountability, just great resources and mentoring materials. LEVEL 2 MEMBERSHIP
Level 2 Insurance Membership - $399/Month(Agents that want and require more accountability, coaching, and automation)(1x one-on-one web mentoring sessions with Dr. Williams or a Senior Mentor per month along with once a week process implementation support from the Inspire a Nation Help Desk Team) 2. Free Data and Marketing Super Center Inbound Marketing Assistant CRM Subscription (If Needed)
This level is for agents/agencies that need some "hand-holding" and "accountabilty" and/or that need automation (or help using existing automation to help grow the agency) This level is heavy on regular contact with your IAN mentor, accountability, training, and process implementation. Your mentor fills the role of a part-time, off-site agency manager. This is the perfect level if you are "a little weak in your leadership skills," not technology savvy, and you want to change the culture of your agency. Do not select this level if you are not serious about turning over control of agency training and staff accountability to your Inspire a Nation Mentor! (The biweekly sessions will be used to train and role play with agency staff, accountability of process implementation, and technology set-up and use.) (Click here to go directly to the application page and the insurance membership levels)LEVEL 3 MEMBERSHIP
Once approved and signed up for a Level 3 Membership our team will:
(Exception: New set-up of Agency Management Systems, CRMs/Lead Management Tools. We will help you maximize the use and functionality of these tools, but it is the selling vendor's responsibility for initial set-up, onboarding, and initial training.)
An agent/agency must be interviewed and approved for the Level 3 Operations Manager Membership Level
(Click here to go directly to the application page and the insurance membership levels)LEVEL 4 MEMBERSHIP The Level 4 Membership is for:
Agencies with 25+ Staff Members, Agency Clusters, Aggregators, Multiple Agency Groups, 3rd Party Consultants, Virtual Assistants, Carriers, etc., must join as a level 4 member to access the Video Library. (See our comprehensive Terms of Use) (Level 4 Membership Information) The Inspire a Nation Team will work with ONE DESIGNATED REP from the agency, group, cluster, carrier, or consultant service to set up all tasks and tools listed on this Setup Checklist. It is the responsibility of the Designated Rep to implement the tools and tasks within their organization. (Note: Inspire a Nation can support the ENTIRE organization with group training webinars, conference calls, and in-person training events. In-person training events require a separate agreement, are fee-based, and the organization is responsible for all travel and hotel cost to bring in an Inspire a Nation Mentor for in-person training) Level 4 Large Insurance Agency, Insurance Carriers, Groups, Clusters, Aggregators, and Consultants that want to offer and use our materials as part of their offerings and resources.Membership - $2500/MonthOne Year Contract RequiredMembership Guidelines = 25+ agency Staff or Multiple Agencies (Agencies, not agency offices that are part of the same agency) All staff/team members must share a common email address domain to be considered part of the same agency. (i.e. name@sameagencyname.com) The Email Domain will be the deciding factor when determining separate agencies and entities. The Inspire a Nation Team will work with ONE DESIGNATED REP from the agency, group, cluster, carrier, or consultant service to set up all tasks and tools listed on this Setup Checklist. It is the responsibility of the Designated Rep to implement the tools and tasks within their organization. (Note: Inspire a Nation can support the ENTIRE organization with group training webinars, conference calls, and in-person training events. In-person training events require a separate agreement, are fee-based, and the organization is responsible for all travel and hotel cost to bring in an Inspire a Nation Mentor for in-person training) Email us at helpdesk@inspireanation.org for more informationQ2. How long will it take before I see results from your insurance agent mentoring program? A2. Immediately! Starting the first day that you and your team start using any one of our best practice processes or tasks, you will see an impact in one or more of the five "Increase Areas" listed below:
Every process, task, and tool we help you implement is designed to immediately impact one or more of the five "Increase Areas." |
What benefits will I see if I properly utilize your Insurance Agency Mentoring Service?
$10 Million In Revenue?
Our goal at Inspire a Nation Business Mentoring is to add $10 Million in revenue (Independent Agency) or $10 Million in Premium (Captive Agency) to your agency in 3 - 5 years.
That can't happen without an assembly line approach to growing your agency!
THE ASSEMBLY LINE STATIONS ARE:
CARRIERS ><Niche
PRODUCTS
AGENCY STANDARDS (Minimum Recommended Coverage, Revenue per Producer, Amount of required leads, etc.)
CORE TECHNOLOGY TOOLS
5 BEST INSURANCE PROSPECTS
10 MAIN MARKETING METHODS
GENERATING PROSPECT LISTS
LEAD TRACKING METHODS AND TOOLS
LEAD FOLLOW-UP METHODS, TIMELINES, AND TECHNOLOGY
CALENDAR BLOCKING
CHECKLISTS AND WORKFLOWS
RECRUITING AND STAFFING
STAFF KPIs
PAY, BONUS, and COMMISSIONS
ADMIN TASKS
NEW CUSTOMER PROCESS
CLAIMS PROCESS
RETENTION PROCESSES
TRAINING AND PRODUCTION MEETINGS
ACCOUNTING, TAXES
Our mentoring program will teach you how to maximize each task on the assembly line!
Note: Each fully paid Annual Inspire a Nation Insurance Agent Mentoring Membership
includes a complimentary Fix My Insurance Agency Workshop Registration for two attendees! (Live Workshop Only)
Our Virtual 2-Day Workshop is included with all membership levels)
Each registration allows two people to attend the workshop.
The second attendee MUST be an employee of the registering agency
$4500.00 - The One Day Group Mentoring Workshop
This one day, live, in-person workshop is the perfect choice for 10 or more agents that want hands-on training.
(Usually it is insurance carriers, groups, and clusters that schedule this type of group mentoring session. Individual agencies and partnerships generally schedule the 2 1/2 Day In-Office Mentoring Session. Click here for details and pricing.
This not a lecture! This is real world, real time setup of automation and processes. You will walk away from this workshop armed with the latest step by step processes that will immediately increase the up-sells, cross-sells, referrals, new sales, and retention numbers in your agency while simultaneously lowering your marketing cost. You and your staff will experience a new level of excitement about your agency!
The sponsoring group is financially responsible for all travel and lodging for the Inspire a Nation provided Mentor and one assistant. Travel and lodging ARE NOT INCLUDED in the $4500.00 mentoring fee.
One Hour Webinar or Conference Call
$0.00 for 100+ Registrants
$500 for less than 100 registrants
All registrations must process through the Inspire a Nation Go to Webinar registration link.
The sponsoring organization will provide a $500.00 refundable deposit. The deposit will be refunded as soon as 100+ registrations have been received and verified by Inspire a Nation.
All registrations will be verified by phone and/or email