Library ItemsActive Members Click Here To Watch the Most Recent Biweekly Training! Use Google Chrome for the best experience with our website. These are just a few of the many Insurance Agent Mentoring Resources and Training Topics provided to our active members! Active Members: Log into the Video Library and go to the specific training page to access the sessions without using the Download Store.
FREEMIUM MEMBERSHIP SIGN UP FOR A FIX MY INSURANCE AGENCY / HOW TO BUILD A $10 MILLION REVENUE INSURANCE AGENCY "FREEMIUM MEMBERSHIP!" Special Bonus for Freemium Members: A 27 Page Work-from-Home and Remote Worker Policy and Handbook Current Active Members simply search "work from home" in the member search box to locate the policy FREE TRAINING Interview: How to Make Money and Keep It.“It is the habits that we establish personally and professionally that will ultimately decide the success or failure we experience with our money.” In this episode of the Stuff About Money podcast, Dr. Billy Williams shares with Erik Garcia, CFP® and Xavier Angel, CFP®, ChFC, CLTC, his secrets to his financial success Is your Insurance Agency Investment Worthy? Even if you are not interested in an outside investor, your Insurance Agency should be "Outside Investor Worthy" Fact: Up to 30% of your team / staff will quit when start to hold them accountable!
PODCAST - 7 TASKS UNLICENSED INSURANCE AGENCY STAFF CAN DO THAT GENERATES REVENUE ON - DEMAND WEBINAR TRAINING 7 TASKS UNLICENSED STAFF CAN DO THAT GENERATES REVENUE IN AN INSURANCE AGENCY https://attendee.gotowebinar.com/register/5230108954796577037 MOST AGENCIES UNDERUTILIZE NON-LICENSED INSURANCE AGENCY STAFF! Most agencies only use non-licensed staff to perform administrative tasks, not revenue-generating tasks, processes, and workflows. Many insurance agencies are having difficulty hiring and keeping good quality staff, often making revenue-generating tasks, processes, and workflows fall through the cracks. In an effort to keep the insurance operating efficiently and effectively, many insurance agencies are turning to Virtual Assistant Companies, Fiverr, and other non-insurance licensed support staffing services. The problem is those agencies are not maximizing the revenue-generating opportunities in the agency that non-licensed staff come into contact with EVERYDAY, TODAY I WILL SHARE 7 OF THE MORE THAN 30 REVENUE-GENERATING TASKS A NON-LICENSED INSURANCE AGENCY TEAM MEMBER CAN PERFORM! The 30 minutes you spend in this webinar will change how your agency operates for years to come! The session is taught by Billy R. Williams, Ph.D., President - Inspire a Nation Business Mentoring (A Williams Family Investment Group Company) STRONG OR WEAK AGENCY LEADER QUIZ ARE YOU A STRONG, AVERAGE, OR WEAK INSURANCE AGENCY LEADER? (2022 UPDATE) FIND OUT IN 2 MINUTES BY TAKING THE "ARE YOU A STRONG OR WEAK INSURANCE AGENCY LEADER" QUIZ If the quiz cuts off because of your screen resolution, change your zoom to 80% or use this link: https://inspireanation.wufoo.com/forms/m1elj70s1upna4f/ to complete the quiz. TRAINING PURCHASE OPTIONS Upcoming events
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DOWNLOADABLE TRAINING RESOURCES, PODCASTS, AND VIDEOS THE INSURANCE PROSPECT TECHNOLOGY JOURNEY - VIDEO AND HANDOUT •The session starts with a prospect completing an online quote request and travels through the various stops on the technology journey, including receiving emails and text messages, completing the application, billing and paying, endorsements, claims, scheduling appointments, requesting policy documents, renewal, special life events, and more. •This session will open your eyes and mind to the insurance customer’s relationship journey from an insurance customer viewpoint and help the agency understand the tasks and tech tools it should utilize in the agency.
Join our Freemium Membership and Download the Handout for this session. PODCASTS AND VIDEO PODCAST - HOW TO EFFECTIVELY INTERVIEW INSURANCE STAFF PROSPECTS (Active Members log in and go to the "How to Hire" training page to see the full training session) Click on the "MENU" tab on the bottom right and then the "Episodes" button that will appear at the top to access additional podcasts. PODCAST: Reinventing a 102-Year-old Insurance Agency by Using Great Insurance Agency Processes and Spot-Checking Staff. The leadership of the Morrow Agency of North Carolina sits down with their mentor Dr. Billy R. Williams of the Williams Family Investment Group and Inspire a Nation Business Mentoring and has an honest and open discussion about steps they are taking to reinvent this 102-Year-old insurance agency, the struggles they are experiencing, the challenges they face, and how to get their 30+ team members to be involved in the reinvention. This is a real-world discussion you don’t want to miss. YOUTUBE: REINVENTING A 102 YEAR OLD INSURANCE AGENCY DOWNLOAD: INSURANCE STAFF APPLICANT INTERVIEW QUESTIONS WITH LIVE INTERVIEW ROLE PLAY If the form cuts off because of your screen resolution, change your zoom to 80% or use this link to complete the form: https://inspireanation.wufoo.com/forms/insurance-specific-applicant-interview-questions/ Training Handout: "15 Marketing Campaigns Every Insurance Agency Should Do To Close Out The Last Quarter of The Sales Year!" If the form cuts off because of your screen resolution, change your zoom to 80% or use this link to complete the form: https://inspireanation.wufoo.com/forms/15-marketing-campaigns-handout-download-form/ A FREE INDIVIDUALIZED INSURANCE AGENCY MARKETING PLAN FOR YOUR AGENCY A FREE INDIVIDUALIZED INSURANCE AGENCY MARKETING PLAN If the form cuts off because of your screen resolution, change your zoom to 80% or use this link to complete the form: https://inspireanation.wufoo.com/forms/2021-insurance-agency-marketing-plan-design-tool/
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