VIDEO
The "Fix My Insurance Agency" BEST PRACTICES Process Implementation Workshop!
(DOWNLOAD THE 2-DAY AGENDA)
Many attendees reported that they got more tasks, processes, and automation implemented in the two days of the workshop than they implemented in the previous two years inside the insurance agency.
Workshop Dates :
Thursday and Friday: Jan 25 , 26, 2024
Workshop Registration Limit = 35 Registered Agencies.
Why? We can only effectively assist with process implementation for 35 agencies or less during a workshop.
Location:
Hilton Garden Inn South
521 E Interstate 20, Arlington, TX 76018
Cost:
$399.00/agency: Active Inspire a Nation Member Agencies (One price up to three (3) live attendees, Unlimited Agency Staff Web Meeting Attendees
$1790.00/agency: Non Inspire a Nation Member Agency (2 Live Attendees, Unlimited Agency Staff Web meeting Attendees)
Can't afford $1790.00? See below . . .
The best way to prepare for the workshop is to be able to thoroughly perform the 20 main tasks we teach agents to perform in their technology.
Here is a handout that explains the 20 tasks: https://www.inspireanation.org/resources/Documents/20%20Insurance%20Technology%20Questions.pdf
Topics and Technology Tools discussed, demonstrated, and implemented throughout the workshop include:
• Customer Relationship Managers (CRMs)
• Core Insurance Agency Processes, including The New Customer Onboarding Process, Account Rounding, Customer Renewal Process, Rate Increase Process, Policy Review Process, Customer Service Request, and more.
• 30+ Email and Text Message Templates
Automated Email and Text Message Workflows • Online Appointment Scheduling Tools • Electronic Signature Documents • Internet Lead Generation Services • Warm Transfer Services • Virtual Assistant Vendors and Services • Lead Management Tools • Autoresponder Emails and Text Templates • Text Messaging Tools • Agency Coverage Standards • Keyword Research Tool (i.e., Ubersuggest) • Agency Website/FAQ Page • Keyword Content & Retargeting Codes • Video Creation and Hosting Tools • Google My Business Profile • Google Reviews • QR Codes • Chatbots • Electronic Business Cards • Appointment Schedulers • Video Proposal Tools • Power Dialers • VOIP Phone Tools • E-Pay Services • Electronic Signature Tools • Agency Branded Mobile App • Drip Email and Drip Text Msg • Life Insurance Quote Tool • Fillable Form Templates and Tools • Commercial Pre-Renewal Audit Tools • Personal Lines Renewal Audit Tools • Agency Audit and Reporting Tools And more . . .
WORKSHOP INFORMATION AND Q & A
This is not a conference or a networking event,
This is not a vendor fair,
This is a hands-on, real-time, in-person, insurance agency processes implementation workshop,
What does live implementation mean? It means during the workshop we set up the Scripts, Templates, Forms, Technology Tools, Marketing Campaigns, Social Networking Campaigns, Staff KPI's and the Core Agency Processes such as the Customer Renewal and Retention Process, New Customer Onboarding, and Rate Increase Process that an insurance agency must/should have in place in order to maximize the agency's growth.
Who should attend? The agency team members responsible for implementing and performing agency processes.
What should I expect from the workshop? You should expect to get more processes implemented during the 2-day workshop than you effectively implemented in the agency over the last 2 years!
How do you know the processes taught during the workshop will work in my agency? Each process that we teach had to make or save an insurance agency $1,000,000 (One Million Dollars) in premium over a 36-month window in order to be validated. The problem will not be that the processes don't work, the issue is will your agency work the processes.
Where can I see the actual Workshop Agenda? https://beacon.by/inspire-a-nation-business-mentoring/2024-fix-my-insurance-agency-web-based-implementation-workshop.
How much does the workshop cost and what are the dates? Go here to see the cost and the dates? S
Workshop Dates :
Thursday and Friday: Jan 25 , 26, 2024
Workshop Registration Limit = 35 Registered Agencies.
Why? We can only effectively assist with process implementation for 35 agencies or less during a workshop.
Location:
Hilton Garden Inn South
521 E Interstate 20, Arlington, TX 76018
Cost:
$399.00/agency: Active Inspire a Nation Member Agencies (One price up to three (3) live attendees, Unlimited Agency Staff Web Meeting Attendees
$1790.00/agency: Non Inspire a Nation Member Agency (2 Live Attendees, Unlimited Agency Staff Web meeting Attendees)
Can't afford $1790.00? See below . . .
$1790.00/agency for non Inspire a Nation Member Agencies?
Why? Because the resources that we provide during the workshop are copyright protected, trademark protected, and proprietary.
Each $1790.00 registration comes with a full 12 month Inspire a Nation membership. This allows everyone in the workshop to be able to freely access and utilize the best-in-class scripts, templates, forms, checklists, videos, tools, and role-play conversations that are part of the "2024 Fix My Insurance Agency Process Implementation Workshop."
Q. I can't afford $1790.00! What can I do?
A. Join the membership now for $179.00 or $399.00, pay the $399.00 workshop fee. The total cost will be much lower.
Note: You must be an Active Inspire a Nation Member through the end of the workshop in order to access all of the workshop resources.
Each Registered Agency Receives
1. (Non-Member $1790 Registration Only) A One Year Inspire a Nation Level One Insurance Agent Mentoring Membership w Full Access to the Inspire a Nation Video and Document Library and One-on-One Web Mentoring Sessions
2. Best Practice Phone, Email, Text Message, Social DM Messages, Introduction Video Scripts, Voice Mail Scripts and Templates, Process Checklists, and Agency Resources such as Staff KPI Checklist, Modifiable Employee Handbook, and more!
3. An E-Signature Ready Declined Coverage Form
4. A Step-by-Step Basic Chat Bot Script that can be easily modified for your agency and the products you sell
5. H ands On Process Implementation Support during the 2-day workshop and from 7 PM - 10 PM Day 1 of the workshop
Here is the actual format for the Inspire a Nation Business Mentoring Fix My Insurance Agency Implementation Workshop:
1. We will assign each agency a battle buddy to help get stuff implemented during the workshop;
2. Agents are given a list of technology tools and automated tasks that should be in place to perform the best practice processes;
3. We walk through the technology and automation tools currently in use in the agency to verify or identify if the tool can perform actions such as email or letter merge, automatically send drip emails based on a triggering event such as an upcoming policy renewal or reported claim, send a text message, etc.;
4. We walk through the 23 core processes an insurance agency must have in place to be successful;
Each conversation, tasks, or process on the 23 Core Processes list had to generate or save an agency $1,000,000 (One Million Dollars) in a 36-month period in order to make the cut.
5. We break down each process into numbered tasks based on Inspire a Nation best practice recommendations;
6. Each numbered task is implemented in real time right there in the workshop. (We won't get all 23 processes implemented, but you will get the highest revenue producing processes implemented during the workshop.)
7. If the current technology or automation can’t perform the tasks, we teach you a manual way of doing it, or we modify the process to fit what your agency can or can’t get done. (We will also have some partner/trainer vendors on site to help with implementation and to assist with implementation.
Many attendees reported that they got more tasks, processes, and automation implemented in the two days of the workshop than they got implemented in the previous two years inside the insurance agency.
If you are serious about getting the best processes and best practices in place to grow your insurance agency, you should attend an upcoming Fix My Insurance Agency Implementation Workshop. (www.fixmyinsuranceagency.com)
Just as the English language has 171,000 commonly used words all built on 26 letters, a successful insurance agency is built on 23 core processes.
We will deconstruct the 23 core insurance agency processes and reconstruct them specific to your agency in a way that regardless of where the agency is currently with technology and staffing, we will improve your agency!
We will change your business habits!
23 Core Insurance Agency Processes
1. Staffing: Locating, Hiring, Training, Paying, and Accountability
2. Prospecting: The 6 Best Insurance Agency Prospects (Inbound/Outbound)
3. Lead Management
4. Quoting, Rating, Binding
5. Production Forecasting/Reviewing/Accountability
6. New Customer Onboarding (E-Signatures, Declined Cov., T-Docs)
7. Endorsements Process
8. Claims Process
9. Business Referral Partner Process
10. Customer Referral Campaigns
11. Birthday Contact Process
12. Customer Review/Retention Process
13. Rate Increase/Remarketing Process
14. Emergency Contact Process
15. Cancelation/Termination Process
16. Agency Technology: Training and Implementation
17. Social Networking: Connections, Groups, Ads, Remarketing
18. Life Insurance/Financial Services
19. Admin Processes, and Trailing Documents
20. Payments, Remittance, Premium Fund Trust Accounts
21. Book Keeping/Accounting
22. Carrier/Wholesaler Relationship, Technology, Reports
23. Tax Preparation and Reporting
“The Fix My Insurance Agency” Workshop Q and A
Q. How much does the workshop cost?
A. Non Inspire a Nation Members =$1790/Agency (2 Live Attendees, Unlimited Agency Staff Live Webinar Attendees, One-Year Level One Insurance Agent Mentoring Membership)
Active Inspire a Nation Member = $399/Agency (3 Live Attendees, Unlimited Agency Staff Webinar Attendees)
Q. What do you mean by “unlimited agency staff live webinar attendees?”
A. Each hour-long session will be broadcast live via webinar. This will allow agency staff that could not physically attend the live session to be included in the training.
Q. Who are the sponsors?
A. There are no sponsors. We will have on-sight vendors/trainers. The purpose of the implementation workshop is to show you in a step-by-step manner how to implement the core 23 insurance agent processes utilizing your current tools, technology, and staff, not to sell you stuff.
Q. What do I need to bring with me?
A. We recommend:
1. One additional staff member besides the registrant to learn the processes and steps;
2. A laptop with access to your agency management tools, carrier websites, and email account;
3. Log on and passwords to tools and sites you use regularly in the agency.
4. A strong desire to learn how to improve your agency!
Q. How will the rest of my staff get access to the workshop topics and step-by-step training?
A. We will simultaneously teach the live workshop class and a live webinar class. The agency staff that can't make the live workshop should attend via the live webinar.
A. Yes! We will only allow 35 registered agencies to attend per workshop.
Why you ask? Because more than 35 and we lose the ability to scale the workshop in a way that allows us to personalize the 23 core processes for each agency.
A. No. Each two-day workshop is a stand-alone workshop. Simply choose the workshop date that works best for you.
Q. Where can I get a sample of the way Inspire a Nation teaches and get a better understanding of what Inspire a Nation brings to the table?
A. Check out some of our videos, podcast, and interviews at https://www.inspireanation.org/2023-Lunch-and-Learn-Schedule
