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Business Mentoring
(Call or Text: 682-206-3836) Email: Helpdesk@inspireanation.org


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“Stop Losing Quotes: Build an AI System That Helps You Present, Follow Up, and Close More Insurance Sales”

  • Wed, April 22, 2026
  • 12:00 PM - 1:30 PM
  • https://event.webinarjam.com/gy8oq/register/zl05kbq

Wednesday, 4/22/2026, at 12 Noon (Central)


Quoting and Closing The Sale AI and CRM Training


https://event.webinarjam.com/gy8oq/register/zl05kbq


The next session in our webinar series Building a Smarter Insurance Agency Using AI and CRM Tools


“Stop Losing Quotes: Build an AI System That Helps You Present, Follow Up, and Close More Insurance Sales”


Learn how to use AI to structure your quoting, follow-up, and closing process so more quotes turn into written policies.


https://event.webinarjam.com/gy8oq/register/zl05kbq


In this session we will show you how to use one Custom GPT Prompt created by Dr. Billy R. Williams and the Inspire a Nation Business Mentoring team to:


Build a step-by-step quote-to-close system you can actually use

See how AI creates scripts for discovery, presentation, and closing

Learn how to structure follow-up so quotes don’t go cold

Train VAs and staff to handle intake, follow-up, and handoffs

Discover how to improve your quote-to-close ratio immediately

Walk away with a system you can plug into your CRM right away


    https://event.webinarjam.com/gy8oq/register/zl05kbq


    Learn how to build an AI-powered system using AI prompts, phone calls, text messages, emails, voicemail, automated outreach sequences, and more.


    See real scripts, real sequences, and how to automate it inside of the Data Super Center CRM as well as modify the workflow for non AI CRMs such as Agency Zoom, InsuredMine, EZLynx, SalesForce, etc.


    Active members get copy, paste, and use now prompts and build instructions.


    https://event.webinarjam.com/gy8oq/register/zl05kbq





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    PO Box 2115, Mansfield, TX 76063


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