Library Items6 MAIN MODULES & KEY TOPICS IN THE VIDEO LIBRARY These are popular topics in the Video Library WORKFLOW: READ OVER THE DESCRIPTION OF THE KEY TOPICS > ACCESS THE TOPICS FROM THIS PAGE, THE DROP DOWN MENU OR THE SEARCH BOX > COMPLETE THE MODULES IN ORDER (UNLESS DURING YOUR DISCUSSION WITH AN INSPIRE A NATION TEAM MEMBER YOU WERE DIRECTED TO FOCUS ON A SPECIFIC TASKS OR PROCESS PRIOR TO COMPLETING THE MODULES)
THE 2024 INSPIRE A NATION INSURANCE AGENT / AGENCY PREPARATION CHECKLIST TASKS 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
https://www.inspireanation.org/Day-1-Action-Steps
https://www.inspireanation.org/Day-1-Action-Steps
https://www.inspireanation.org/Day-1-Action-Steps
https://www.inspireanation.org/Google-for-Business
Script and steps to create an Insurance Agency Introduction Video
Inspire a Nation provided Scripts, Templates, and Fillable Forms
https://www.inspireanation.org/Appointment-Scheduling-Tools-Calendar-Tools
https://www.inspireanation.org/Day-5-Employee-Handbook
Staff Activity Checklist – KPI’s by role or position in the agency
https://www.inspireanation.org/marketingoverview
Using Social Networking in an Insurance Agency
Building and Maintaining Business Referral Partnerships
https://www.inspireanation.org/marketingoverview
The Inspire a Nation Insurance Agency New Customer Onboarding Process
The Inspire a Nation Decline of Recommended Coverage Form
https://www.inspireanation.org/policy-renewals-and-policy-review-retention
Insurance Rate Increase Conversations and Processes
How to Pay, Bonus, and Commission Insurance Agency Staff 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 best resources to use to guarantee that the 2024 INSURANCE AGENT / AGENCY PREPARATION CHECKLIST TASKS are properly implemented are:
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! |
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?