MODULE ONE - LAYING THE FOUNDATION OF THE MENTORING PROGRAM

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

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

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

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

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

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

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

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

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

These short training sessions are a great way to train your staff on key topics.

LEAD MANAGEMENT IN AN INSURANCE AGENCY

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 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

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

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.