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 the final session of the 3-Part Mini-Workshop Series.
(If you registered for one of the earlier sessions in the 3-part series, you are automatically registered for the entire series!)
The final session is on Thursday, July 1, 2021 and will include:
1. A recap of the Jun 3, 2021 session "20 Highly Effective Ways to Generate New Leads and Prospects for the Insurance Agency.
2. A recap of the June 17, 2021 session "Lead Management and Quote Follow-Up Best Practices.
3. New Training "The New Customer Onboarding Process
The session starts at 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
Thursday, July 1, 2021 at 12 PM Central
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.
