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THE FINAL 2 INSURANCE AGENT BOOT CAMP SESSIONS
Session 9 – 09/10/2024: Conducting Policy Reviews and Rate Increase Conversation
- Overview: Learn to conduct thorough policy reviews, ensuring your clients always have the best coverage.
- At Inspire a Nation we teach you to conduct policy reviews in a very specific order that will maximize cross-sells, up-sells, retention, and referrals.
- Rate Increases are a part of life in the insurance industry. Your team shouldn’t fear.
- Discover strategies to remarket insurance policies, using rate and scenario triggers, not emotions, when to do a “Book Roll” and when is remarketing financially good for both the agency and the customer.
Session 10: Building Your Insurance Agency Processes around the Insurance Customer Journey & Boot Camp Summary
- We will show you how every template, technology tool, and process we taught during the Insurance Agency Boot Camp fits within the Insurance Customer Journey. We will start with agency staffing and work through areas such as marketing, new customer onboarding, policy changes, claims, renewals, and admin.
- Summary: Wow, we went over a lot during the Boot Camp. Now it is time to summarize and continue implementing the tasks, tools, and processes we trained during the Inspire a Nation Business Mentoring “Fix My Insurance Agency – Insurance Agent Boot Camp!”
https://attendee.gotowebinar.com/register/678222093961324124
6 WEEKS OF INTENSE INSURANCE AGENCY TRAINING AND MENTORING
https://attendee.gotowebinar.com/register/678222093961324124
https://attendee.gotowebinar.com/register/678222093961324124
Are you ready to elevate your insurance agency to new heights? Our Fix My Insurance Agency Growth and Scale Boot Camp is here to help! Starting August 8, 2024, this 6-week intensive virtual boot camp will tackle the three main culprits that hinder the growth and scaling of insurance agencies: Capacity, Communication, and Consistency.
What You'll Get: DOWNLOAD COURSE SYLLABUS
Weekly Sessions:
Gain access to one-hour live sessions every Tuesday and Thursday over 6 weeks. These 10 interactive sessions are taught in real-time, with dedicated Q&A time at the end of each session to address your specific questions and challenges.
- Step-by-step instructions for each session
- Detailed worksheets and exercises to apply what you learn
- Spot-Check Steps to help make sure you are learning and implementing tasks the correct way.
- A.I. Tool Set-up Instructions and mega-effective prompts to get the maximum out of you’re A.I. tools
Access to Our Award-Winning "Inspire a Nation Business Mentoring Video and Document Library." One of the most comprehensive resources available for growing and scaling an insurance agency in the industry.
- Step-by-step videos, checklists, and screen capture training aids
- All sessions in the 6-week Boot Camp will be recorded and available in the Video and Document Library 24 x 7.
Live Interactive Sessions with Industry Experts:
- Real-time Q&A opportunities
- Role-playing exercises to practice new skills
- Real Insurance Agents Sharing Their Successes and Failures:
- Hear from fellow agents about what worked and what didn't
- Gain practical insights from real-world experiences
Follow-Up Sessions for Continuous Improvement:
- Active members can schedule web mentoring sessions during and after the boot camp which can be used to train, spot-check, discuss, and retrain tasks that need more work.
Networking Opportunities:
- Connect with peers in the insurance industry
- Join our private online LinkedIn and Facebook community for ongoing support
Digital Certificates of Completion:
- Showcase your achievement and new skills
- Enhance your professional credentials
Session Summary and Dates
Session 1 – 08/08/2024: Effective Staffing for an Insurance Agency
- Overview: Learn effective staffing strategies, including roles, KPI’s, and Non-Licensed Tasks that can be performed in the agency
Session 2 – 08/13/2024: The 5 Revenue Stream Method of Paying Your Staff – Base Pay, Enhanced Pay, Bonus, Commissions, and Renewal Bonus;
How to create a voice-based Knowledge Database that you can use to help train your staff
Session 3 – 8/15/2024: Implementing Templates, Technology, and Automation
- Overview: Discover how to use email, text message, Social DM Templates, Electronic Business Cards, and Online Appointment Scheduling Tools to increase sales, Increase Referral Partners, and to Increase Agency Efficiency and Consistency.
Session 4 – 08/20/2024: Marketing and Prospecting in an AI Focused World
Session 4 & 5 focuses on the 6 primary ways an agency makes money, the 6 best insurance prospects, and the 10 main marketing methods used to reach your target prospects.
- Learn to use AI tools like ChatGPT, Gemini, Claude, and AI assistants with access to knowledge databases to create marketing and prospecting content such as blog post, articles
Session 5 – 08/22/2024 - Marketing and Prospecting in an AI Focused World (Part 2)
- Lead Follow-up: Master the art of nurturing leads to conversion and watch your conversion rates soar. We use a combination of technology, automation, and manual follow-up methods and workflows.
Session 6 – 08/27/2024: New Customer Onboarding
- Ensure a smooth start for your clients and create a lasting first impression.
- A good New Customer Onboarding Process lays the foundation for every additional customer interaction including up-sells, cross-sells, referrals, service requests, and increased retention.
Session 7 – 08/29/2024: Processing Policy Changes, Administrative Tasks, and Claims Reporting
- Overview: Discover efficient methods, technology, and automation that your staff can utilize to become pros at handling policy changes, keeping your clients satisfied and your operations smooth.
- Discover how non-licensed staff can and should be the backbone
- Overview: Learn best practices for managing reported claims professionally, enhancing client trust and satisfaction.
Session 8 – 09/05/2024: Policy Pre Renewal Process Notifications
- Overview: Master the timing and techniques for effective policy renewal notifications to keep your clients informed and engaged.
Learn how to automate Insurance Review outreaches, and how to use AI tools and Knowledge Databases to answer questions for customers that refuse to schedule a policy review
- Discover how your non-licensed staff can perform 95% of pre renewal tasks when equipped with the right technology, templates, and information.
Session 9 – 09/10/2024: Conducting Policy Reviews and Rate Increase Conversation
- Overview: Learn to conduct thorough policy reviews, ensuring your clients always have the best coverage.
- At Inspire a Nation we teach you to conduct policy reviews in a very specific order that will maximize cross-sells, up-sells, retention, and referrals.
- Rate Increases are a part of life in the insurance industry. Your team shouldn’t fear.
- Discover strategies to remarket insurance policies, using rate and scenario triggers, not emotions, when to do a “Book Roll” and when is remarketing financially good for both the agency and the customer.
Session 10: Building Your Insurance Agency Processes around the Insurance Customer Journey & Boot Camp Summary
- We will show you how every template, technology tool, and process we taught during the Insurance Agency Boot Camp fits within the Insurance Customer Journey. We will start with agency staffing and work through areas such as marketing, new customer onboarding, policy changes, claims, renewals, and admin.
- Summary: Wow, we went over a lot during the Boot Camp. Now it is time to summarize and continue implementing the tasks, tools, and processes we trained during the Inspire a Nation Business Mentoring “Fix My Insurance Agency – Insurance Agent Boot Camp!”
https://attendee.gotowebinar.com/register/678222093961324124
Registration Details:
- Start Date: August 8, 2024
- Time: Every Tuesday and Thursday, 12:00 PM - 1:00 PM Central
- Duration: 6 weeks
Use this link or the button below to register
https://attendee.gotowebinar.com/register/678222093961324124
- Cost: Free for Inspire a Nation members active before August 6, 2024.
New sign-ups: $699 (includes access to the Video and Document Library and the Downloadable Boot Camp Activity Workbook at the beginning of the Boot Camp).
Don’t miss this opportunity to transform your insurance agency. Register now and take the first step towards a successful future!
https://attendee.gotowebinar.com/register/678222093961324124
