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ACTIVE MEMBERS: SCROLL TO THE BOTTOM OF THE PAGE TO REGISTER FOR THE UPCOMING STAFF TRAINING MINI-WORKSHOP!


Mini-Workshops: How to Effectively Staff an Insurance Agency

  • Thu, April 29, 2021
  • Thu, May 20, 2021
  • 3 sessions
  • Thu, April 29, 2021, 12:00 PM 1:30 PM (CDT)
  • Thu, May 06, 2021, 12:00 PM 1:30 PM (CDT)
  • Thu, May 20, 2021, 12:00 PM 1:30 PM (CDT)
  • https://attendee.gotowebinar.com/rt/2897280623998077967

UPCOMING MINI-WORKSHOP TRAINING: 

STAFFING AN INSURANCE AGENCY

(Including Virtual Assistants and Work-From-Home Team Members)


https://attendee.gotowebinar.com/rt/2897280623998077967




Mini-Workshop Session 1, Thursday, April 29, 2021:

How to Locate, Interview, and Hire Insurance Agency Staff (Including Virtual Assistants)


https://attendee.gotowebinar.com/rt/2897280623998077967


We will look at:


·        1.   Staffing requirements for an agency based on book size and premium under management;


·        2.   The top 10 ways to locate and attract agency staff prospects;


·        3.   How to Interview Agency Staff Prospects;


·        4.   Testing and Assessing the Agency Staff Prospect


Mini-Workshop Session 2, Thursday, May 6, 2021:

How to Pay, Bonus, and Commission Insurance Agency Staff


·        1.   How to Establish Base Pay;


·        2.   How to add Enhanced Pay to Staff KPI’s;


·        3.   How to Effectively use the Agency Bonus and Commission Tool


Mini-Workshop Session 3, Thursday, May 20, 2021:

How To Properly Onboard Insurance Agency Staff And Assign KPI’s


·        1.   Documents that protect the agency: Non-Compete, Non-Disclosure, Non-Solicit, 1099 Agreements, etc.,


·        2.   The New Staff Onboarding and Training Guide;


·        3.   How to select the correct Agency Staff KPI’s



Hiring and Managing Staff is one of the tasks that agents dread most, and it is by far the major weakness in most agencies.


Weak staff management practices hinder the agency’s growth potential in several ways:


·        1.   It is nearly impossible to put Best Practice Processes and Tools in place;


·        2.   The agency dreads hiring and onboarding new staff, so they hang on to ineffective staff to avoid having to hire new staff;


·        3.   The agency’s culture and revenue are held hostage by the moods, whims, and ineffectiveness of current agency staff.


Dr. Williams will use the next three mini-workshop sessions to eliminate the concerns and fears related to staffing an insurance agency for active Inspire a Nation Members.


During these Master Classes, Dr. Williams will:


1. Go into detail on every step and task within the process;


2. Explain the Tools and Technology needed to implement the process effectively;


3. Train and Role-Play the Process Conversations;


4. Show agency leaders how to effectively Spot-Check the process;


The Register Button will be active the Thursday before the session.



From the Desk of Dr. Billy R. Williams

"Implementing a $10 Million Revenue Process or Tasks in your agency is simple. It is not always easy, but it is always simple!


To properly implement a $10 Million Revenue  Process or Task in your agency, you must:


1. Follow our "Module Order" or "Select a Process/Task" you want to implement in your agency based on the needs of the agency


2. Block off four hours/sessions to implement the process/task

Hour/Session One = Set up of tools and templates

Hour/Session Two = Training and Role Play of conversations and tools

Hour/Session Three = The day and time to actually implement the process

Hour/Session Four = Spot-checking and retraining if necessary


3. Train, role-play, and spot-check the selected process/task at least 5 times before you consider the process/task implemented in your agency


Of course, there are nuances that I will explain in the training that will clear up many of your questions, but the three steps above are the simple version of what you must do."

 



Active Member Training: The 1st and 3rd Thursday of the month at 12:00 PM Central (1 PM Eastern, 11 PM Mountain, 10 AM Pacfic).

All live sessions are recorded and available 24 x 7!

UPCOMING TRAINING TOPIC:

"MINI-WORKSHOP SERIES: EFFECTIVELY STAFFING AN INSURANCE AGENCY - MASTER CLASS"

Missed a previous session? No Problem! Click on the Workshop Button to View Recorded Sessions




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