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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.
- 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
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:
- 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
SALES OBJECTION POCKET GUIDE
The latest book by Billy R. Williams, Ph.D.
THE BEST RESPONSES TO OVERCOME SALES OBJECTIONS - THE POCKET GUIDE!
E-Book: https://www.amazon.com/dp/B0CKQ2QWVM
Paperback: https://www.amazon.com/dp/B0CLSD9SDY
This pocket-guide is the result of talking with 1000's of salespeople, listening to 100's of hours of successful and not-so-successful recorded sales calls, a little help from our A.I. vendor partners, and the real-world experiences of Dr. Billy R. Williams, considered by many as one of the world's leading authorities on building and growing a successful sales organization.
The Best Responses to Overcome Sales Objections Pocket-Guide is a quick reference tool that salespeople from any industry can use whenever they need the Best Responses to Overcome Sales Objections.
The pocket guide will give you effective responses to handle objections during the 5 main areas of the sales cycle where you will most likely face objections:
1. When initially contacting your lead or prospect,
2. When you must leave a voicemail,
3. When trying to gather information or schedule an appointment to gather information from your lead or prospect,
4. When trying to follow up with your lead or prospect after the initial conversation, and
5. When closing the sale.
E-Book: https://www.amazon.com/dp/B0CKQ2QWVM
DOWNLOADABLE TRAINING RESOURCES, WEBINARS, PODCASTS, AND VIDEOS
ON-DEMAND WEB TRAINING
"Staffing and Training a Property and Casualty Insurance Agency Even when Insurance Rates are Skyrocketing!"
WHAT?: 90-Minute Webinar: "Staffing and Training a Property and Casualty Insurance Agency for Success Even When Premiums are High!"
WHEN?: On-Demand
WHY?: Some topics require more than 15 minutes of training. Staffing an Insurance Agency is one of those topics!
WHO SHOULD ATTEND?: From the receptionist to the agency owner, everyone in the agency must be trained to not only retain customers but to look for new sales opportunities, while offering the coverage that will best protect a customer’s quality of life should they ever have to file a claim.
COST?:
Free for Active Inspire a Nation Member Agencies and Staff
$99.00 for non-Inspire a Nation Members
Are you constantly looking for great insurance agency staff?
Are you failing at training your current staff to reach to their full potential?
Do you want to know how maximize your current staff to help build and grow a successful insurance agency?
Look no further than the upcoming webinar on "Staffing a Property and Casualty Insurance Agency for Success," presented by none other than Dr. Billy R. Williams, one of the world's leading authorities on the subject.
ONE QUESTION ANONYMOUS "TOP 5 INSURANCE AGENCY PROBLEMS"
Please help us improve our Insurance Agent Coaching and Mentoring content by taking 10 seconds and completing our One-Question (Anonymous) Insurance Agency Top Problems Poll.
What are the top problems in your insurance agency?
You will immediately see how your agency's problems compare to your peer's and competitor's insurance agencies!
TAKE THE ANONYMOUS POLL https://poll.fm/11247623
A FREE INDIVIDUALIZED INSURANCE AGENCY MARKETING PLAN FOR YOUR AGENCY
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/r1hn1mt80vgzn68/
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.
FIX MY INSURANCE AGENCY ON DEMAND VIRTUAL WORKSHOP
Q. I know I need help, but I am not ready or can't afford to join the Inspire a Nation Mentoring Program, what else can I do?
A. Pay a one-time $399.00 for the (On-Demand) Virtual "3 - Day Fix My Insurance Agency Process Implementation Workshop"
18 Sessions (6 One-Hour Sessions per Day)
WHEN: On Demand
COST:
Free with an active Inspire a Nation Membership
ACTIVE MEMBERS CLICK HERE TO RETRIEVE THE DISCOUNT CODE THAT ALLOWS YOU AND YOUR AGENCY TEAM MEMBERS TO ATTEND THE WEB-BASED WORKSHOP FOR FREE!
$399.00 per Agency for non-member agencies
Note: The one-time $399.00 registration allows everyone associated with the agency to attend the session at no additional cost.
Click here to see the Workshop Agenda, Sponsors, and Guest Trainers
DOWNLOADABLE INSURANCE STAFF APPLICANT INTERVIEW QUESTIONS
WITH LIVE INTERVIEW ROLEPLAY
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/m1trpu7r1a5150q/
PODCASTS AND VIDEOS
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!
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)
BOOKS AVAILABLE ON AMAZON, KINDLE, AND AUDIBLE
Inbound Marketing 101 - How to Make Your Business a Magnet for Inbound Prospects
Dr. Billy R. Williams started with a scratch captive insurance agency in 2004 and has grown it to a group of business partners that produce over a Billion Dollars annually in new and renewal business. He is an expert at helping small businesses double or triple their current sales production by using no cost conversations and processes, low cost, efficient, marketing and advertising platforms, and technology. His clients represent many fortune 500 companies including some of the largest independent insurance agencies in the United States, MetLife, Microsoft, Allstate Insurance, State Farm Insurance, Progressive Insurance, Nationwide Insurance, Wells Fargo, Bank of America, Yahoo, Nike and many more.
ORDER NOW! http://www.amazon.com/dp/1533547866 | How 2 Create an Insurance Agency Business Plan: A Simple Yes or No Based Questionnaire
A business is a promise to consumers that your company will deliver certain products and services in a professional, knowledgeable, and efficient manner. A business without a business plan is a business that is making promises that it has spent very little time preparing to keep. The same holds true for a business that has employees. The employees are depending on and clinging to the promise that the business will provide a stable work environment and a steady paycheck if the employee does what the leaders in the business asks them to do. Again, a business without a business plan is not prepared to deliver on those promises. Written by Dr. Billy R. Williams, he is President of the Williams Family Agency Investment Group Inc. The group currently has over 160 partner agencies that generate over a Billion Dollars in insurance production annually. He is an expert at helping insurance agents and agencies double or triple their current production using no cost conversations and processes, low cost, efficient, marketing and advertising platforms, and technology.
ORDER NOW! https://www.amazon.com/dp/1530777534 | How to Build a $10 Million Insurance Agency in 5 Years Manual and Workbook
Written in a short, easy to read, "Twitter" style, this workbook will make it super easy for you to understand what and how to implement the best processes to grow your insurance agency. With over 150 pages of knowledge and wisdom, this workbook discusses everything from finding the right niche, marketing, prospecting, agency automation and technology, process workflows, lead tracking formulas, to what tasks your staff should do every day. The workbook is chocked full of links to videos, audio snippets, forms, and other resources to help explain the tasks and processes. Active Inspire a Nation Members: Hyperlinks will take you directly to the corresponding sections of the Video and Document Library
ORDER NOW! http://www.amazon.com/dp/1521963630 |
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.
YOUTUBE: REINVENTING A 102 YEAR OLD INSURANCE AGENCY
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