How to Build a $10 Million Revenue Insurance Agency in 3 – 5 Years, by the Numbers – 4 Session Web Training
Session 4 – Putting it all together to build a $10 Million Revenue Insurance Agency
I will take the key items from sessions 1-3 along with some new action steps and lay out your $10 Million Agency Growth Plan.
As a reminder:
Session 1: The Basics of building a $10 Million Revenue Insurance Agency
Session 2: Everything you need to know about staffing a $10 Million Revenue Insurance Agency
Session 3: Marketing and Lead Generation for a $10 Million Insurance Agency
What is the "How to Build a $10 Million Revenue Insurance Agency Workshop? Four 90-Minute Webinar Mentoring Sessions that will teach you how to build and maintain a $10 Million Revenue Insurance Agency in 3 - 5 years.
When? The first and third Thursday in July and August 2022 from 1:00 PM Central to 2:30 PM Central (2 PM Eastern, 12 PM Mountain, 11 AM Pacific)
Who Should Attend? Insurance Agency Owners, Insurance Office Managers, Department Managers, Licensed and Unlicensed Agency Staff, Customer Service Reps, Personal Lines and Commercial Account Managers, The Agency Marketing Team, etc.
Cost? No Cost – 100% Free (Note: Only Active Inspire a Nation will have access to the templates, process checklists, scripts, fillable forms, job-aids, training resources, and recordings of the four sessions)
Sponsors and Sales Pitches? None! This is Dr. Williams providing training and mentoring as only Dr. Williams can do.
Hello, I am Dr. Billy R. Williams, president of the Williams Family Investment Group and Inspire a Nation Business Mentoring.
Thank you for allowing me to share some of the knowledge, experience, and wisdom that I have acquired in the 18 years I have been a part of the insurance industry. The Williams Family Investment Group currently has 160+ partner agencies that generate over a Billion dollars yearly in new and renewal premiums.
I’ve learned that if I can’t break down insurance agency processes, tasks, and tools into numbered steps and use those numbered steps to explain, train, and implement processes . . . the tasks are too damn complicated!
I have a lot of information to cover, so I am breaking the lessons into four different sessions.
During the 4 sessions, I will share the exact processes, tools, marketing campaigns, and staff actions you need to know and utilize to build a $10 Million Revenue Insurance Agency.
I will break each session and item down by the important numbers you need to know and understand to implement the process, task, or tool inside your agency.
Session One: The Core Numbers and Processes that will drive the growth of your Insurance Agency
1 Primary Job as an Insurance Agent
1 or 2 Primary Niches
1 Agency Recommended Coverage Standard for each product and service the agency provides
3 Buckets of Money an Insurance Policy provides for customers
4 Main Types of Insurance Customers and Prospects
5 Primary Ways an Insurance Agency makes money
6 Best Insurance Prospects
7 Primary Reasons People Buy Insurance
8 Departments Inside of every Insurance Agency
10 Primary ways to market to insurance prospects and customers
12 Email and Text Message Templates EVERY Insurance Agency Should Use
23 Core Insurance Agency Processes
25 Tech Tools Every Insurance Agency Should Use
And more . . .
Session Two: Staffing and Training an Insurance Agency
1 Licensed Personal Lines Producer for every 750 Households
1 Admin Support for every 3 Licensed Producers
1 Commercial Producer for every $1 Million in Premium
3 Ways to Pay, Bonus, and Commission Staff
4 Types of Disciplines it takes to Operate an Insurance Agency
6 Action Steps to Train, Implement, and Validate a Task or Process
10 Best Ways to Locate Agency Staff Prospects
11 Tasks to train and validate when Onboarding Personal Lines Staff (Including Virtual Assistant’s)
14 Task to train and validate when Onboarding Commercial StaffAnd more . . .
Session Three: The Best Marketing and Prospecting Campaigns for an Insurance Agency
1 Formula you should use to determine how many leads you need to reach your sales goals
4 Hours per day of Sales Talk Time per Sales Producer
5 Best Marketing Campaigns to reach EACH of the 6 Best Prospects
6 Best Insurance Prospects
6 Items you must track to predict how effectively you are marketing your agency
7 Elements you MUST have on your Agency Website
10 Content and Social Network Action Steps
20 Active Business Referral Partnerships
80% Lead Disposition Standard
And more . . .
Session Four: Putting the Numbers and Campaigns Together in Your Insurance Agency
Session 4 will take all the numbered processes and tasks detailed in sessions 1 – 3, along with other processes and tasks that we did not discuss in sessions 1-3, and put them in the order they need to be implemented in an insurance agency.
In addition, we will open the session for real-time questions from attendees.
If you are serious about growing your insurance agency to $10 Million in Revenue in the next 3- 5 years, you MUST sign up and attend this free training session offered and taught by the person that many in the insurance industry consider the foremost authority on insurance agency operations and growth . . . Dr. Billy R. Williams.
Register now at: https://attendee.gotowebinar.com/register/2949636078798905870