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


3 Part Mini-Workshop Series: Best Practices for Generating Leads, Lead Management, and New Customer Onboarding

  • Thu, June 03, 2021
  • Thu, July 01, 2021
  • 3 sessions
  • Thu, June 03, 2021, 12:00 PM 1:30 PM (CDT)
  • Thu, June 17, 2021, 12:00 PM 1:30 PM (CDT)
  • Thu, July 01, 2021, 12:00 PM 1:30 PM (CDT)
  • https://attendee.gotowebinar.com/register/8073465808417065483


Dr. Billy R. Williams and Inspire a Nation Business Mentoring will present a 3 Part Mini-Workshop Series: Best Practices for Generating Leads, Lead Management, and New Customer Onboarding


Please register for 3 Part Mini-Workshop Series that starts on Jun 3, 2021, 12:00 PM Central Time (1 PM Eastern, 11 AM Mountain,  10 AM Pacific)

https://attendee.gotowebinar.com/register/8073465808417065483

After registering, you will receive a confirmation email containing information about joining the webinar.


The next three bi-weekly mini-workshops are all about the best practices to generate new leads, following up with the leads until they close, and then properly and effectively onboarding your new customer in a way that increases referrals, retention, and revenue per customer.



Mini-Workshop 1: 20 Highly Effective Ways to Generate New Leads and Prospects for the Insurance Agency.

During this workshop we will use the acronym P.E.T.E.L.S.F. w/ Video to identify the 20 Best Marketing and Lead Generation Campaigns for an Insurance Agency

P.E.T.E.L.S.F. w/ Video = Phone, Postal Mail, Email, Text Messaging, Events, Lead Magnets, Landing Pages, Social Networking, Signage (Business Cards, Signs, and QR Codes), Face-to-Face, and Video (Including prerecorded videos such as YouTube and Live Video Chats)

 


Mini-Workshop 2: Lead Management and Quote Follow-Up Best Practices.

We will look at everything lead management including the best follow-up methods, the best follow-up timelines, and the best follow-up tools.



Mini-Workshop 3: The New Customer Onboarding Process

When done using the Inspire a Nation Best Practices, the New Customer Onboarding process will

  • 1.      Increase Premium
  • 2.      Increase Policies per Customer
  • 3.      Increase Referrals
  • 4.      Increase Retention
  • 5.      Make Customer Service easier and more efficient for the customer and for agency staff members
  • 6.      Drive the type of culture that can lead to a $10 Million Revenue Insurance Agency 


Please register for 3 Part Mini-Workshop Series that starts on Jun 3, 2021, 12:00 PM Central Time (1 PM Eastern, 11 AM Mountain,  10 AM Pacific)

https://attendee.gotowebinar.com/register/8073465808417065483

After registering, you will receive a confirmation email containing information about joining the webinar.



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:

3 Part Mini-Workshop Series: Best Practices for Generating Leads, Lead Management, and New Customer Onboarding

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




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PO Box 2115, Mansfield, TX 76063


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