2025 Virtual Fix My Insurance Agency Workshop!

It is 2025 and it is time to get your agency jump started!

The Fix My Insurance Agency 2-Day Virtual Workshop

 

Cost? $79.00 / Attendee

 Save the date: Jan 8th – 9th, 2025  

8:30 AM -  4:00 PM Central

(6:30 AM Pacific, 7:30 AM Mountain, 9:30 AM Eastern)

 

Let's get you registered here:

https://event.gotowebinar.com/event/96f53c6b-64ac-44af-95d5-5442dabe586c

Welcome to the 2025 Fix My Insurance Agency Virtual 2-Day Process Implementation Workshop. Sponsored by Inspire a Nation Business Mentoring and facilitated by Billy R. Williams, Ph.D., America's leading insurance agent mentor and coach.

The 2025 edition of the Fix My Insurance Agency Workshop has been completely revamped compared to previous workshops and includes topics such as developing and using AI Tools, Virtual Assistant KPIs, and how many of the tools insurance agents normally use have added AI functionality to streamline existing processes.

This workshop will show insurance agents how to implement the 26-core insurance agency processes required to operate a highly successful agency using the S4TS process implementation method (Standards, Time Blocking, Tasks, Templates – Tools – and Automation, Training, and Spot-Checking).

The bulk of the sessions are held in 30-minute blocks which allow enough time for the most important information, knowledge, and wisdom, but no time for fluff!

While the core processes within the workshop are focused on insurance agencies that sell property, casualty, commercial, and life insurance, the processes can be easily modified to fit all types of insurance and financial service products, as well as any type of sales organizations. With a little creativity, any business type can benefit from the Fix My Insurance Agency Workshop presented by Inspire a Nation Business Mentoring and facilitated by Billy R. Williams, Ph.D.

What are the benefits of attending the Fix My Insurance Agency Workshop?

• All registrants will receive great training, knowledge, and wisdom from a team that directly influences over a billion dollars in new and renewal insurance sales each year.

• Detailed session handouts.

• Fix My Insurance Agency Mobile App! All paid registrants will receive access to the new Fix My Insurance Agency Mobile App. It’s like having an insurance agent mentor in your pocket 24 x 7.

• Active Inspire a Nation Members will have access to detailed training videos, step-by-step process checklist and instructions, downloadable templates, screen captures, and scripts located inside the Video and Document Library.

• Non-members will receive great training throughout the workshop,  session handouts, and early access to the Fix My Insurance Agency Mobile App

WORKSHOP AGENDA

2025 Fix My Insurance Agency Virtual Workshop

 

Day 1: Building the Foundation for Success

 

8:30 AM - 9:00 AM: Welcome and Workshop Kickoff

• Introduction to the "Fix My Insurance Agency" mission
• Overview of the S4TS process
• Setting workshop expectations
• Introduction of the Inspire a Nation Business Mentoring provided Business Plan Snapshot
• The comprehensive Insurance Agency Assessment and Business Plan Template

 

9:00 AM - 9:30 AM: Getting Your Insurance License, Joining Agent Networks, and Acquiring Carriers

• Steps to obtain state licensing
• Should you join an agent network or cluster?
• Building strong relationships with insurance carriers

Recommended Templates, Tools, and Automation:

• Inspire a Nation Business Mentoring provided Licensing checklist
• The Inspire a Nation provided list of National Agent Networks and Clusters with Key Contacts
• Using carrier tracking tools like IVANS, Agency Management System, CRM

 

 

9:30 AM - 10:00 AM: Staffing Your Insurance Agency Part 1

• 4 Types of staff in every Insurance Agency: Processes, Technology, Automation, and People
• The Inspire a Nation provided Work from Home Employee Guidelines
• The Inspire a Nation Insurance Staff Activity Checklist and KPI List

Recommended Templates, Tools, and Automation:

• Positions and Roles you need in your insurance agency
• The Inspire a Nation Business Mentoring Insurance Staff Interview Questions
• The Inspire a Nation Video Insurance Staff Recommended Training Tasks and Order

 

10:00 AM - 10:30 AM: Staffing Your Insurance Agency Part 2

• Positions and Roles you need in your insurance agency
• The Inspire a Nation Insurance Staff Activity Checklist and KPI List
• The Inspire a Nation Property and Casualty Agency Procedure Manual
• The Inspire a Nation Commercial Insurance Agency Procedure Manual
• The Inspire a Nation provided Employee Handbook

Recommended Templates, Tools, and Automation:

• The Inspire a Nation Video and Document Library
• The Inspire a Nation Business Mentoring Insurance Staff Interview Questions
• The Inspire a Nation Video Insurance Staff Recommended Training Tasks and Order
• The Inspire a Nation Insurance Staff Activity Checklist and KPI List
• The Inspire a Nation Property and Casualty Agency Procedure Manual
• The Inspire a Nation Commercial Insurance Agency Procedure Manual
• The Inspire a Nation provided Employee Handbook
• The Inspire a Nation provided Work from Home Employee Guidelines

 

 

10:30 AM - 11:00 AM: Insurance Agency Technology – 20 Questions You Need to Ask

• Key technology considerations for your agency
• The Inspire a Nation provided “20 Questions to ask of your agency technology handout

Recommended Templates, Tools, and Automation:

• Technology gap analysis worksheets
• Tools like Zapier for integration

 

 

11:00 AM - 12:00 PM: Marketing Your Insurance Agency

• We use the acronym R.E.S.P.E.C.T.F.U.L. to show you the best campaigns to market your Insurance Agency
• We overview the 6 Best Insurance Agency Prospects
• We dive into the 10 Best Insurance Agency Marketing Campaigns based on your short and long-term goals

Recommended Templates, Tools, and Automation:

• Multiple Templates
• Multiple Tools
• Multiple Platforms

 

12:00 PM - 1:00 PM: Lunch Break

 

1:00 PM - 1:30 PM: Overcoming Insurance Sales Objections

• Techniques to improve closing rates
• Role-playing sales scenarios
• Effective Conversations, Scripts, and Templates

Recommended Templates, Tools, and Automation:

• The Sales Objection Pocket Guide by Billy R. Williams
• Phone, Email, Text Message, and Social Networking Scripts and Templates
• The 5 Components of a good Elevator Pitch

1:30 PM - 2:00 PM: New Insurance Customer Onboarding

• Creating a smooth onboarding experience
• Building loyalty and compliance from the start

Recommended Templates, Tools, and Automation:

• Onboarding checklists
• Automated welcome email templates
• After Sale Follow-up Meeting

 

2:00 PM - 2:30 PM: Using Licensed Staff, Non-Licensed Staff, and Virtual Assistants to Accomplish Administrative Tasks Within the Agency - Part 1

• Streamlining daily operations
• Ensuring compliance with minimal effort

Recommended Templates, Tools, and Automation:

• Task assignment templates
• Virtual assistant management tools like Time Doctor

 

2:30 PM - 3:00 PM: Part 2  - Using VAs and Non-Licensed Staff to Accomplish Administrative Tasks Within the Agency 

• Ensuring non-licensed staff are utilized effectively
• Identifying tasks for delegation to Non-Licensed Staff and Virtual Assistants (VAs)

Recommended Templates, Tools, and Automation:

• Delegation guides
• Workflow automation tools like Monday.com

 

3:00 PM - 3:30 PM: Assigning Staff KPIs (Key Performance Indicators) to Work with Enhanced Pay

• Explaining the who, what, why, and how behind Enhanced Pay
• Leveraging Enhanced Pay to maximize staff performance

 

Recommended Templates, Tools, and Automation:

• KPI tracking tools and action steps
• Payroll tools like Gusto

 

3:30:00 PM - 4:00 PM: Daily Wrap-Up and Q&A

• Recap of Day 1 topics
• Open floor for questions

 

Day 2: Scaling and Optimizing Your Agency

 

8:30 AM - 9:30 AM: Day 2 Marketing the Agency Including AI Tools

• AI Voice Chatbots
• AI Text Chatbots
• Master ChatGPT Prompt
• Eight Ways to Use AI Tools with Referral Partners

Recommended Templates, Tools, and Automation:

• AI Voice Chatbots
• AI Text Chatbots
• Master ChatGPT Prompt
• Zapier
• Zoom Web Meetings
• Various AI Tools

9:30 AM - 10:00 AM: Processing Endorsements and Policy Changes

When done correctly the Endorsement process will help increase upsells, cross-sells, account rounding, retention, and reduce E&O exposure.

• Ensuring accuracy in updates and changes
• Using technology correctly to streamline processes
• Effectively communicating the agency’s recommended coverage standards
• Effectively communicating the consequences of policy and coverage weaknesses
• Effective use of the Declined Coverage Form

Recommended Templates, Tools, and Automation:

• The Inspire a Nation Endorsement / Policy Change Request Process
• The Inspire a Nation provided endorsement templates and scripts
• E-Signature based Decline Coverage Form
• Agency Management System / CRM

 

10:00 AM - 10:30 AM:  Understanding Billing and Handling Claims

• Managing customer payments and explaining billing cycles
• Guiding clients through the Inspire a Nation Claims Follow-up Process

 

Recommended Templates, Tools, and Automation:

• The Inspire a Nation Claims Follow-up Process
• Knowledgeable Billing Conversations

 

 

10:30 AM - 11:00 AM: Leveraging Customer Special Events

• Using birthdays, renewals, and milestones for upselling, cross-selling, and rounding out accounts
• Building deeper client connections
• Use special events policy reviews to increase retention and referrals

Recommended Templates, Tools, and Automation:

• Event reminders in AMS / CRM
• Personalized email and text message templates
• Social Networking outreach templates

 

11:00 AM – 12:00 PM: How to effectively use VA’s and Non-Licensed Staff in the insurance customer Pre-Renewal and Renewal Process

• The primary tasks non-licensed team members should perform in the policy review and policy renewal process
• Preparing customer policies for seamless policy reviews and renewals
• How non-licensed team members can prepare licensed team members for great policy review conversations
• Administrative steps to finalize renewals

Recommended Templates, Tools, and Automation:

• The Inspire a Nation Pre-renewal workflows
• How to effectively automate the insurance policy review and renewal requests communication templates in the agency
• Renewal reminder templates

 

12:00 PM - 1:00 PM: Lunch Break

 

1:00 PM – 1:30 PM: Handling Insurance Rate Increase Conversations

• 5 things staff can do to influence rates
• The 7 Primary Reasons insurance rates increase
• Rate Increase Role-Play

 

Recommended Templates, Tools, and Automation:

• The Inspire a Nation Rate increase Explanation Scripts, Templates, and Conversations

 

1:30 PM – 2:00 PM: Conducting Policy Reviews and Spot-Checking Part 1

• Ensuring thorough policy reviews for client satisfaction
• Spot-checking processes to maintain quality

Recommended Templates, Tools, and Automation:

• Policy Review Checklists and Templates

 

 

2:00 PM – 2:30 PM: Conducting Policy Reviews and Spot-Checking Role-Play Part 2

• Dr. Williams will Role-Play an Insurance Policy Review

Recommended Templates, Tools, and Automation:

• Policy Review Checklists
• Policy Review Scripts

 

2:30 PM – 3:00 PM: Policy Re-Quotes and Rewrites

• ·        Reviewing agency standards for re-quoting and rewriting policies
• ·        Non-licensed staff’s role in the re-quote / rewrite process

 

Recommended Templates, Tools, and Automation:

• Policy Re-Quote and Rewrite Guidelines
• Staff Re-quote and Rewrite KPI’s
• Should staff be paid for rewrites?

 

 

3:00 PM – 3:30 PM Reviewing Agency Procedure Manuals and the Employee Handbook  - Part 1

• ·        Reviewing the Agency Procedure Manual for Personal
• ·        Review the Agency Procedure Manual for Commercial Lines
• ·        Review the “Work-From-Home” Procedures Manual
• ·        Discuss Procedure Manuals for entities other that personal lines or commercial
• ·        Review the agency’s Employee Handbook
• ·        Review Pay and Commission Guidelines within the Employee Handbook
• ·        Review Enhanced Pay Guidelines within the Employee Handbook

Recommended Templates, Tools, and Automation:

• Inspire a Nation provides copies of all of the above-mentioned procedure manuals and employee handbook as part of the paid Inspire a Nation membership program.

 

 

3:30 PM - 4:00 PM: Final Wrap-Up, Q&A, and Action Plan

• Recap of workshop learnings
• Developing a personalized action plan
• Q&A and next steps

Let's get you registered here:

https://event.gotowebinar.com/event/96f53c6b-64ac-44af-95d5-5442dabe586c