Video Library Main Topics

Inspire a Nation
Business Mentoring
(Call or Text: 682-206-3836) Email: Helpdesk@inspireanation.org

Library Items

If you are a member (or non-member) with general questions, use our AI Virtual Chatbot by clicking on the Chat Box Icon below or call 682-206-3836.

For detailed process questions use the chatbot located on the module page. (Must be logged in to access module chatbots)

WHAT DO WE TEACH INSURANCE AGENTS?

OUR MISSION IS TO TRANSFORM YOUR AGENCY & SHOW YOU IN A STEP-BY-STEP FASHION HOW TO REACH YOUR DESIRED AGENCY GOALS BY GIVING YOU A PROVEN RECIPE TO FOLLOW, NOT A GROCERY LIST OF INFORMATION.

The video and document library and our one-on-one and group training sessions, teaches and mentors on the main 26 areas that it takes to run a successful insurance agency:

1. Getting Your Insurance License
The foundational step to becoming an insurance agent by obtaining the required state licensing.

2. Acquiring Carriers
Building relationships with insurance carriers to offer a variety of products to your clients.

3. Completing Your Business Plan Snapshot
Creating a concise and actionable outline of your agency’s goals, strategies, and operations.

4. Understanding How the Acronym "S 4T S" Drives All of Your Tasks and Processes
A structured framework (Standards, Time Blocking, Tasks, Templates, Training, Spot-Checking) that ensures every task is efficient and effective.

5. Staffing Your Insurance Agency
Hiring and training a skilled team to support the growth and operations of your agency.

6. Marketing Your Insurance Agency
Developing and executing strategies to attract and retain customers.

7. Prospecting Within Your Insurance Agency
Finding and connecting with potential clients to grow your business pipeline.

8. Lead Management
Organizing and nurturing leads to convert them into customers efficiently.

9. Mastering the Sales Process
Refining your techniques to close sales and maximize revenue.

10. New Customer Onboarding
Welcoming and setting up new clients with a smooth and efficient process.

11. Administrative Tasks Within the Agency
Handling essential daily operations such as documentation and compliance.

12. Customer Service Tasks
Providing support and solutions to meet client needs and enhance satisfaction.

13. Understanding Billing
Managing premium payments, refunds, and financial interactions with customers.

14. Processing Endorsements and Policy Change Requests
Adjusting policies to reflect customer needs and ensuring accuracy.

15. Handling Insurance Customer Claims
Assisting clients through the claims process to provide timely and satisfactory resolutions.

16. Using Customer Special Events to Help Grow Your Agency
Leveraging client milestones (e.g., birthdays, renewals) for relationship-building and upselling opportunities.

17. Pre-Insurance Policy Renewal Process
Reviewing and preparing policies to ensure seamless renewals for clients.

18. Pre-Renewal Administrative Tasks
Handling paperwork and updates before policy renewal periods.

19. Completing a Thorough Policy Review
Analyzing customer policies to identify gaps or opportunities for additional coverage.

20. Conducting Rate Increase Conversations
Discussing policy changes and increases with clients in a professional and transparent way.

21. Renewal Administrative Tasks
Finalizing renewals with updated information and approvals.

22. Carrier Fulfillment and Requests
Coordinating with carriers to ensure timely policy issuance and service.

23. Managing Agency Payroll
Accurately processing payroll for staff and maintaining financial compliance.

24. Commissions Reconciliation
Tracking and reconciling commission payments from carriers and agents.

25. Product Knowledge Training
Educating your team on the features and benefits of various insurance products.

26. Maximizing Technology Use
Implementing tools and automation to streamline agency operations and improve efficiency.

S4TS PROCESS IMPLEMENTATION METHOD

A structured system for executing tasks and processes that focuses on:

Standards: Clear expectations for every task.

T1: Time-blocking to prioritize activities.

T2: Detailed task and process steps for consistency.

T3: Templates, tools, and automation for efficiency.

T4: Ongoing training and role-play for team mastery.

S: Spot-checking and accountability to ensure quality and retrain when needed.

Welcome to the Inspire a Nation Video Library!

Our video library is designed to give you a clear, step-by-step path for building a successful business. Here's how to navigate the content:

1. Start with the 6 Main Modules:

Begin with Module 1: “Agency Standards,” as each module builds on the last. Follow the order as laid out for the best results.

Modules cover topics from marketing strategies to staff performance, giving you a comprehensive guide to business success.

Skipping modules 1 - 3 will only delay your implementation because you will not have the templates, tools, and automation set up to support introducing a new process to your agency. AT A MINIMUM finish Modules 1 - 3 before implementing a specialized process or task.

2. How to Proceed:

Step 1: Review the summary for each module.

Step 2: Follow the recommended tasks in sequence.

Step 3: Complete the recommended tasks in each module.

3. After Completing the First 6 Modules:

Move to the remaining agency processes that best fits your needs based on the current goals of your agency.

Skipping modules 1 - 3 will only delay your implementation because you will not have the templates, tools, and automation set up to support introducing a new process to your agency. AT A MINIMUM finish Modules 1 - 3 before implementing a specialized process or task.

Need Help?:

Use the AI Chatbot above

Use the Chatbot Assistant located on each module page

Text Message us at 682-206-3836

Email us at helpdesk@inspireanation.org

6 MAIN MODULES

KEY TOPICS IN THE VIDEO LIBRARY

These are popular topics in the Video Library


MODULE ONE - LAYING THE FOUNDATION OF THE MENTORING PROGRAM	ENTER MODULE
On module one you will calendar block the time you need to complete the Module One Action Steps including: Completing the $10 Million Questionnaire, taking the leadership quiz, and overviewing the Inspire a Nation S4TS training method. You will modify the provided Inspire a Nation Agency Standards Spreadsheet to develop the agency's Recommended Coverage Standards, and you will start learning how to explain the possible consequences a customer could have to deal with if they filed a claim without having the agency's recommended coverages by using the consequences wording we provide on the Coverage Consequences Training Sheet. You will complete the $10 Million Agency Assessments and email a copy to helpdesk@inspireanation.org By the end of Module One your team will have the foundation to consistently perform the Customer Interaction KPI's. CUSTOMER INTERACTION KPI'S 1. Handle the customer's request or situation 2. Agency Standards Coverage Standards for the product Policy Weakness Identified 3. Weakness Conversation Verified Verbal = Notes Email = Email History Text Message = Text Message History Declined Coverage Form 4. Disposition Customer Accepted Recommendations - Changes Processed Customer declined recommendations - Declined Coverage Form Sent Customer Notes Updated 5. Next Action or Touchpoint (Examples) Quote Follow-Up Appointment Scheduled New Customer Onboarding Meeting Scheduled Suspense Task for repair receipts Birthday Outreach Mono-line Policy Outreach Policy Review Notices sent 60 days prior to upcoming renewal Claims Outreach Contact

MODULE TWO - EMAIL TEMPLATES, ELECTRONIC BUSINESS CARDS, AND FILLABLE FORMS	ENTER MODULE
Module two is where you modify and load the various email templates and fillable forms that Inspire a Nation provides, into your Agency Management System and CRM. You will also build out the agency's Electronic Business Cards and LinkTree Site. There are over 170 different email templates spread throughout the pages of the video library, but Module Two is where you download the first 11 - 15 foundational templates and fillable forms.

MODULE THREE - TECHNOLOGY TOOLS AND AUTOMATED WORKFLOWS Sub Menu: HawkSoft Agency Management System Tutorials Appointment Schedule Tools	ENTER MODULE
On module three we start setting up the core technology tools, automated workflows, and tools you will use to train staff, and communicate with customers such as video proposals, A.I. tools, email drip sequences and more. It could take 2 or 3 weeks before you have all of the technology tools up and running in your agency.

MODULE FOUR - THE ENDORSEMENT PROCESS	ENTER MODULE
Now that the foundational technology tools, email and text message templates, and fillable forms are loaded and ready to use in the agency's various technology and tools, it is time to introduce the first major process we want you to implement, the Endorsement Process. An endorsement is everything from taking a payment, to completing a certificate of insurance, to changing or adding a car and driver. The endorsement process is where the agency will start to feel the power agency standards, coverage consequences, and the Declined Coverage Form brings to the agency.

MODULE FIVE - THE AGENCY JOB AID, HANDBOOKS AND PROCEDURES MANUALS	ENTER MODULE
Inspire a Nation provides you with a ready to modify and use Employee Handbook, as well as procedure manuals for personal lines and commercial departments. In addition, you will have access to coverage guideline spreadsheets and other downloadable resources you can modify and use in your agency.

MODULE SIX - STAFF ACTIVITY CHECKLIST AND STAFF KPIs	ENTER MODULE
The Inspire a Nation Staff Activity Checklist will help you identify and assign the main tasks and KPIs performed in the agency such as prospecting, admin, retention, lead follow-up, etc. Module six is the final foundational module. After module six the agency will pick specific tasks to implement from the 23 Core Processes list below based on the needs, weaknesses, and wants of the agency.

WHAT DO I DO AFETR MODULE 6?
Now that all of the foundational elements of building a successful agency are in place, choose an area of weakness in the agency from the processes listed below and start implementing that process. Just like a strong foundation when building a skyscraper, after completing all of the tasks in the first 6 modules, your foundation will be wide, deep, solid, and able to withstand any amount of agency growth, no matter how fast or how much the agency grows.

MARKETING TRAINING PAGE	ENTER MODULE
We give you the first 8 marketing campaigns you should implement as well as a various marketing and prospecting campaigns all built around the 6 Best Insurance Prospects and the 10 Main Marketing Campaigns to reach them.

BUSINESS REFERRAL PARTNERSHIPS	ENTER MODULE
1. Direct Referral 2. Branding Partner 3. Networking Partner 4. Joint Marketing Partner Don't dismiss a potential referral partner because they won't send you a direct referral! Simply find a way to make them into one of the remaining referral partner categories.

STAFFING AN INSURANCE AGENCY	ENTER MODULE
This training page gives you all of the tools and steps you need to locate, interview, and onboard staff in a P&C Agency.

CUSTOMER RETENTION AND POLICY REVIEW TRAINING AND RESOURCES	ENTER MODULE
This training walks through using the S4TS method to increase customer retention in the agency Standards, Time-Blocking, Specific Tasks, Tools, Training, and Spot-checking. Make sure you use the process checklists, scripts, templates, and time-lines to get the best results from this training module.

15 MINUTE LUNCH AND LEARN TRAINING SESSIONS	ENTER MODULE
These short training sessions are a great way to train your staff on key topics.

LEAD MANAGEMENT IN AN INSURANCE AGENCY	ENTER TOPIC
Lead Management is a critical piece of growing your insurance agency. We cover everything from templates to outreach schedules. Getting leads is one thing, effectively managing the leads is a whole different ball of wax! This training will give you Best Practices on managing the agency's lead workflow.

COMMERCIAL INSURANCE	ENTER TOPIC
Commercial Insurance can and should be a revenue driver in most P&C Insurance Agencies. We cover items such as Marketing for Commercial Insurance, Commercial Coverage Definitions, Quote Forms, Follow-Up Schedules, and more.

SELLING LIFE INSURANCE	ENTER TOPIC
Offering your customers life insurance as a part of their insurance portfolio should be mandatory, not an afterthought. We explain what the top agents are doing to make their life insurance numbers.

SOCIAL MEDIA MARKETING	ENTER TOPIC
We all know the power and importance of social media and social networking, but most people don't understand how to set up the various campaigns or the differences in the platforms. We show you how to get much more out of your social media than many of you are currently getting.

THE 2024 INSPIRE A NATION INSURANCE AGENT / AGENCY PREPARATION CHECKLIST TASKS

(Download a PDF Version of the 2024 Insurance Agency Preparation Checklist)

Use the 2024 Insurance Agent /Agency Preparation Checklist Tasks listed below to ensure that you implement the processes, tasks, and tools that must be in place to maximize the growth of your insurance agency in 2024 and beyond.

Active Inspire a Nation Business Mentoring Members, click on the link associated with the process, task, or tool to go directly to the training page inside of the Inspire a Nation Video and Document Library. (Active Membership and Log-in required)

This checklist is by no means comprehensive or comes close to the amount of mentoring, coaching, and training resources provided by Inspire a Nation Business Mentoring, but completing the listed tasks will fast-track your agency’s growth in 2024.

THE 2024 INSURANCE AGENT / AGENCY PREPARATION CHECKLIST TASKS

Ø Assess your 2023 agency production results by carrier, premium, revenue, retention numbers, and team member.

https://www.inspireanation.org/Day-1-Action-Steps

Ø Plug your active policy numbers into the “How Much Money Are You Leaving on The Table” Spreadsheet to quickly see how much agency revenue you are missing out on by missing cross-sell and account rounding opportunities.

https://www.inspireanation.org/Day-1-Action-Steps

Ø Establish and validate your agency’s Minimum Recommended Coverage Standards

https://www.inspireanation.org/Day-1-Action-Steps

Ø Evaluate and update your agency’s Google for Business Profile.

https://www.inspireanation.org/Google-for-Business

Ø Create or update your agency’s Introduction Video using the template provided by Inspire a Nation Business Mentoring.

Script and steps to create an Insurance Agency Introduction Video

Ø Verify that the “11 Core Email Templates” are loaded into all tools used to send outbound emails from the agency.

Inspire a Nation provided Scripts, Templates, and Fillable Forms

Ø Verify the agency’s Online Appointment Calendar is properly set up, has the appropriate meeting types, and that all team members that should be available for meetings are linked to the correct times and meeting types.

https://www.inspireanation.org/Appointment-Scheduling-Tools-Calendar-Tools

Ø Review and update the Agency’s Employee Handbook (Inspire a Nation provides a comprehensive Employee Handbook that you can easily modify and use in your agency.

https://www.inspireanation.org/Day-5-Employee-Handbook

Ø Review and update the staff KPI’s by role or position in the agency.

Staff Activity Checklist – KPI’s by role or position in the agency

Ø Review and update all scripts and templates used for marketing phone calls, emails, text messages, and social networking DM’s.

https://www.inspireanation.org/marketingoverview

Ø Update agency and individual Social Networking Profiles.

Using Social Networking in an Insurance Agency

Ø Establish or re-engage with Professional Business Referral Partnerships

Building and Maintaining Business Referral Partnerships

Ø Set up the First 8 Inspire a Nation Recommended Marketing Campaigns

https://www.inspireanation.org/marketingoverview

Ø Review and update the agency’s New Customer Onboarding Process

The Inspire a Nation Insurance Agency New Customer Onboarding Process

Ø Review and update the Inspire a Nation provided Decline of Recommended Coverage Form.

The Inspire a Nation Decline of Recommended Coverage Form

Ø Review and update the agency’s Policy Renewal and Policy Review Process.

https://www.inspireanation.org/policy-renewals-and-policy-review-retention

Ø Review the Inspire a Nation “Insurance Rate Increase” training page.

Insurance Rate Increase Conversations and Processes

Ø Review your agency staff’s Pay, Bonus, and Commission schedules.

How to Pay, Bonus, and Commission Insurance Agency Staff

The best resources to use to guarantee that the 2024 INSURANCE AGENT / AGENCY PREPARATION CHECKLIST TASKS are properly implemented are:

1. The Inspire a Nation Business Mentoring Insurance Agency Membership Program: www.inspireanation.org

2. The live, in-person, 2-day, Fix My Insurance Agency Process Implementation Workshop: https://www.inspireanation.org/eventcalendar

Here are the 23(+) Assembly Line Processes and Tasks that it takes to build and operate a $10 Million Revenue Insurance Agency

(To locate a specialty training topic not listed on this page such as Social Networking, Telemarketing Campaigns, or Life Insurance sales, simply type a keyword or search phrase in the search box above.)

(Click here to download a handout of the 23 Core Processes)

1. CARRIERS AND AGGREGATORS (Click Here to see a full list of Clusters and Aggregators)

(S4TS ASSEMBLY LINE STATIONS = Standards, Time Blocking, Tasks, Tools, Training, Spot-Checking)

2. AGENCY STANDARDS AND CONSEQUENCES

3. TIME AND CALENDAR BLOCKING

4. TASKS, CHECKLISTS, AND WORKFLOWS = Located on the various training pages

5. AGENCY TOOLS AND TECHNOLOGY

6. TRAINING AND ROLE-PLAY - How to Implement and Inspire a Nation Process

7. SPOT-CHECKING = Each Process and Tasks has its own specific spot-check workflow and standard

THE MARKETING FOCUSED ASSEMBLY LINE STATIONS

8. THE 6 BEST INSURANCE PROSPECTS

9. LEAD MANAGEMENT

10. QUOTING/RATING/AND BINDING

11. SALES FORMULAS AND AGENCY REPORTS

AGENCY STAFFING FOCUSED ASSEMBLY LINE STATIONS

12. STAFFING/HIRING/PAYING/ACCOUNTABILITY

13. Production Forecasting/Reviewing/Accountability

14. Admin Processes, and Trailing Documents

THE AGENCY OPERATIONS FOCUSED ASSEMBLY LINE STATIONS

15. New Customer Onboarding (E-Signatures, Declined Cov., T-Docs)

16. Endorsements Process

17. Claims Process

18. Business Referral Partner Process

19. Customer Referral Campaigns

20. Birthday Contact Process

21. Customer Review/Retention Process

22. Rate Increase/Remarketing Process

23. Emergency Contact Process

24. Cancelation/Termination Process

25. Life Insurance/Financial Services

26. Social Networking: Connections, Groups, Ads, Remarketing

27. Payments, Remittance, Premium Fund Trust Accounts

ADDITIONAL PROCESS: Book Keeping/Accounting

ADDITIONAL PROCESS: Carrier/Wholesaler Relationship, Technology, Reports

ADDITIONAL PROCESS Tax Preparation and Reporting

Our experience shows that if you dedicate yourself, your team, and your technology to properly training and implementing these processes, you can turn your agency around in 12 - 16 weeks. That is what our membership program is all about!

(Optional) You can order your "How to Build a $10 Million Insurance Agency" Hard Copy Manual by clicking on the picture

Quick Tip: Look for the icon to quickly locate recommended marketing campaigns

Bonus Resources

It takes 4 types of discipline to grow an agency:

1. Self-Discipline: This is the one that lets you down the most. Don't depend on it for yourself or your staff!

2. Accountability: This is the starting level. Without accountability and accountability tools you are depending on self-discipline.

This is why we provide a monthly one-on-one session. If you don't schedule them, you are back to self-discipline. How is that working out? www.inspireanation.simplybook.me

3. Automation and Technology: This should be the foundation of all agency processes. It is the first step when implementing an agency process. Your agency will never reach the levels you want it to reach without using automation and technology.

The first automation task is to load email templates into your agency email tools.

4. Outsourcing: If you won't do it, hold someone else accountable for doing it, or set up automation to do it, you will have to outsource it or let the process die. How many dead processes are lying around in your agency?

PO Box 2115, Mansfield, TX 76063

For the fastest response Text your First Name, Last Name, and Question to our central message center at 682-206-3836

(Why a text message? Our team is always on a call or video web meeting supporting our mentoring members. A text allows us to respond at our earliest opportunity)

Texting to our Central Message Center is considered written permission for Inspire a Nation Business Mentoring and the Williams Family Investment Group to communicate with you by text message.

Email: helpdesk@inspireanation.org

Website Privacy Policy and Video and Document Library Terms of Use