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2 - Day Web-Based Workshop: Fix My Insurance Agency - How to Build a $10 Million Revenue Insurance Agency

  • Mon, January 31, 2022
  • Tue, February 01, 2022
  • 2 sessions
  • Mon, January 31, 2022, 9:00 AM 5:00 PM (CST)
  • Tue, February 01, 2022, 9:00 AM 5:00 PM (CST)
  • Tired of the B.S. about growing an Insurance Agency? We are too so we did something about it!

Tired of the B.S. out in the industry about growing an Insurance Agency?

We are too, so we did something about it!


Billy R. Williams, Ph.D., Williams Family Investment Group

Melissa Martinez - Technology Implementation Specialist

Cody Askins - 8% Nation Conference






THE AGED LEAD STORE - The #1 Source of Aged Leads in the United States!

MARBLE BOX VIRTUAL ASSISTANTS  Your Virtual Insurance Processing Team

Lets you do the people stuff while we do the rest

Fix My Insurance Agency $10 Million Insurance Agency

2-Day Virtual Workshop (See the Agenda Below)

Monday and Tuesday, January 31 – February 1, 2022



1. Free to all ACTIVE, Inspire a Nation Member Insurance Agents/Agencies and all agency staff members. (Must be an active member on the days of the workshop)

(Click here to go to the Biweekly Training Page to log in and retrieve the discount code to enter on the $10 Million Agency Workshop Registration Page)


2. $179.00 for all non-member agents and agencies. Use this link to register and pay: 

Because we will share proprietary Forms, Scripts, Templates, Workflows, etc., each attending agency must be an active member on the day(s) they attend the workshop.

You can easily cancel your membership at the conclusion of the workshop, but only active member agents/agencies will be able to participate.

Q. Is there a limit to the amount of agency staff members that can attend the workshop?

A. No. The reason we chose to keep it as a web-based event is to allow all agency team members to attend the session(s) that will provide the most value to the role/position the hold in the agency.

We strongly suggest that each team member only attend the sessions that will benefit them most; do not try to attend every session, every day. 

Here is the link to register for workshop:

See the Agenda Below

Don't try to attend every single session, choose the specific session(s) and the best person(s) in the agency to benefit from the session(s).

The real test of extraordinary processes is not just how they work when things are going good, but how they hold up when things go wrong.

The insurance agency process developed by the "trial-and-error" based tracking of the Williams Family Investment Group's insurance agencies and taught to member insurance agencies of Inspire a Nation Business Mentoring excelled during the coronavirus pandemic.

Everything from our focus on recommended coverage standards, using automated, templated communication tools, our use of Declined Coverage Forms, video for quote proposals and policy reviews, to our emphasis on agency-level mobile applications, allowed Inspire a Nation mentored agencies to maintain or increase their sales, retention, and revenue, during the pandemic shutdown.


Note: All training times are CENTRAL TIME! Please adjust based on your local time zone. 

(Example: 9 AM Central = 10 AM Eastern, 8 AM Mountain, 7 AM Pacific)


(Note: All Stations will include the set up of Automation and Technology necessary to perform the Process, Tasks, and Workflows discussed in the station) 


STATION ONE - Getting Back to the Basics

9:00 AM – 9:50 AM

Introduction, Training Goals Explained, Reviewing the Basics of why we are in the Insurance Industry, Determining How Many Cold and Warm Leads the Agency Needs to Reach Its Sales Goals (With insight from our world-class instructors), Reviewing the Completed $10 Million Agency Questionnaires and Leadership Assessment Quiz.


STATION TWO - Overview of the S4TS Method and Agency Standards and Meet our Vendor Trainers 10 Minute Introductions 

10:00 AM – 10:50 AM

At this station we will overview the S4TS Method of operating an insurance agency, establish Agency Level Recommended Coverage Standards (With insight from our world-class instructors), and detail the standard actions the Agency Staff Takes when a Customer Declines the Agency's Recommended Coverage Standards.

Also, during this hour we will introduce you to the vendors that will lend their expertise and support throughout the workshop to help you implement the Best Practice Processes we teach at Inspire a Nation.


STATION THREE - Creating a Carrier Guideline Resource Spreadsheet and Meet our Vendor Trainers 10 Minute Introductions

11:00 AM – 12:00 PM

Trying to figure out the different carrier appetites, guidelines, limitations, and restrictions is a major time-waster in an insurance agency. At this station, we will start to develop a Carrier Guideline Resource Spreadsheet that will eliminate much of the time wasted by agency staff trying to figure out how to get a policy issued or renewed. (With insight from our world-class instructors)

Also, during this hour we will introduce you to the vendors that will lend their expertise and support throughout the workshop to help you implement the Best Practice Processes we teach at Inspire a Nation.


LUNCH: 12:00 PM – 1:00 PM


STATION FOUR - The Endorsement Process

1:00 PM – 1:50 PM

Using the Endorsement Process to generate new business and increase retention

85% of all incoming calls and emails in an insurance agency are some form of endorsement or policy change request.

Admin-focused tasks such as the Endorsement Process can be time and sales quicksand in an insurance agency. Suppose the agency does not have a defined process and accountability standards that make admin and service work revenue-producing tasks; in that case, admin tasks will become time and sales quicksand.


STATION FIVE - The Claims Process

2:00 PM – 2:50 PM

Using the Claims Process to increase referrals, life insurance, and increase retention. (With insight from our world-class instructors)


STATION SIX - Selecting Staff KPIs

3:00 PM – 3:50 PM

KPIs or Key Performance Indicators are the foundation of getting the best results from agency staff, tools, and resources. (With insight from our world-class instructors)


STATION SEVEN - How to Pay, Bonus, and Commission Agency Team Members

4:00 PM – 4:50 PM

We will look at the 3 main types of agency staff: Licensed Staff, Unlicensed Staff, and 1099 Contractors (With insight from our world-class instructors)




9:00 AM – 9:50 AM

Marketing Tools Necessary to Build a $10 Million Insurance Agency

This session overviews the various marketing tools every agency should have in place when building a $10 Million Insurance Agency. Tools include Agency Management Systems, An Agency Branded Mobile App, Google Tools and Services, P.E.T.S. with Video Tools (Phone, Postal Mail, Email, Text Messaging, and Video), and Search Engine Optimization Tools. (With insight from our world-class instructors)



10:00 AM – 10:50 AM

LEAD GENERATION! The First 10 Recommended Marketing Campaigns to Build a $10 Million Insurance Agency

This session deep dives into Lead Generation, the 5 Best Insurance Prospects, and the 10 Main Marketing Methods to reach them.



11:00 AM – 12:00 PM

Setting Up a Real-World Lead Generation and Marketing Campaign!

No More Theory . . . In Real-Time, our world-class vendors and instructors will help one of the agency's attending the Online Workshop set up an active marketing campaign.


LUNCH: 12:00 PM – 1:00 PM



1:00 PM – 1:50 PM

The New Customer Onboarding Process:

The agency did a lot of marketing and lead follow-up to get a new customer; now, you have to properly onboard them!

The way you onboard a customer will establish the foundation of the entire relationship. An excellent new customer process will increase premium, increase policies, increase retention, increase referrals, and make customer service more efficient. We will show you how tools such as your Agency Management System, Phone System, and Agency Branded Mobile App, and Declined Coverage Form fit into the New Customer Process


2:00 PM – 2:50 PM

The Retention Workflow Process

Retention is the wealth-building foundation of an insurance agency. It is more than re-quoting to find a lower price. This session looks at preparing and reviewing customer records 150 days out for commercial policies and 60 days out for personal lines. How to use automated emails, text messages, and fillable forms for an upcoming renewal, how to properly conduct a policy review meeting, and what triggers to use to determine when to shop carriers for better coverage or price.



3:00 PM – 3:50 PM

How to buy or sell an insurance agency

This training will overview what an agency needs to do to prepare to acquire another agency and what an agency leader needs to do to prepare to sell or merge the agency.



4:00 PM – 4:50 PM

Final Q & A and Close

After two days of training, demonstrations, and implementation, you will have questions. The workshop's final station will allow you to ask what you and every other workshop attendee have on their notepad or in their head. 


Missed a live webinar or training session? No Problem! Click on the Button Below to View Recorded Sessions

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