(April 30, 2025)
The 5 Workflows and Pipelines That Power Profitable Agencies: A 5-Week CRM Success Series
- FREE for Active Inspire a Nation Members
- $499.00 for Non Members
WHEN:
Registration opens Wednesday, April 23, 2025. The first session is Wednesday April 30, 2025
(Registration link will be posted on inspireanation.org and sent out by email and text message)
WHAT:
Starting soon, I’ll be teaching a 5-week online CRM training series that breaks down the 5 most important daily pipelines your agency should be running:
SERIES AGENDA
Session 1 - Lead Generation Workflows Targeting the 6-Best Insurance Prospects (Including Scripts, Templates, Videos, AI Tools, and Outreach Intervals)
Session 1a - New Lead Follow-up Workflow (Including Scripts, Templates, Videos, AI Tools, and Outreach Intervals)
Session 2 - Quote-to-Close Workflow (Including Video Proposals, Appointment Calendar, AI Tools, and Downloadable Resources)
Session 3 - New Customer Onboarding (Including New Customer Onboarding Video, Declined Coverage Forms, Agency Mobile Apps, Outreach Intervals, Online Reviews, and Referrals)
Session 4 - Pre-Renewal Workflow (Including Scripts, Templates, AI Tools, Mobile Apps, Videos, and Outreach Intervals)
Session 5 - Former Customer Win-Backs and Quoted-not-Sold Workflows (Including Scripts, Templates, AI Tools, Videos, and Outreach Intervals)
- Turn leads into appointments
- Convert quotes to closed policies
- Effectively Onboard clients to prevent early drops
- Keep policyholders loyal and happy
- Win back lost clients and fix renewals
- Use technology to automatically locate and engage commercial leads
You’ll get my recommended scripts, tools, and step-by-step process to set this up inside your CRM or automated tools.
We will also show you how to:
- Help overcome weak policy quoting practices in your agency
(Often quoting is the bottleneck that holds agency production hostage!)
- Make better use of your agency Mobile App
- Use Text and Voice Based Chatbots to help support your agency
- Make your Virtual Assistant's Revenue Drivers not just cheap labor.
Registration opens Wednesday, April 23, 2025. The first session is Wednesday April 30, 2025 (Be on the lookout!)
