The April session is a Member Only Session!
The April 27 - 28 Fix My Insurance Agency 2 - Day Workshop will be an ONLINE event that is free to all active paid Inspire a Nation Members.
SEE BELOW FOR THE ONLINE WORKSHOP AGENDA
Why is the April 2020 Fix My Insurance Agency Workshop Online?
· Safety – No threat of contracting a virus or being quarantined
· No travel or travel-related cost
· More total agencies can participate
· Agencies can assign staff members to participate in specific training stations
VIDEO
The ONLINE "Fix My Insurance Agency" BEST PRACTICES Process Implementation Workshop.
We welcome all of the solution providers that will be on hand during the ONLINE workshop to help with implementation of processes.
Upcoming Workshop Dates :
If you register, pay, and can't make the posted dates, we will transfer your registration to one of the remaining 2020 workshops.
(Monday - Tuesday) April 27-28, 2020 (ONLINE WORKSHOP)
(Monday - Tuesday) June 15 -16, 2020 (Location TBD)
(Monday - Tuesday) October 26 - 27, 2020 (Location TBD)
(Monday - Tuesday) November 16 -17, 2020 (Location TBD)
Cost:
April 27 - 28, 2020 Web-based Fix My Insurance Agency Workshop: No cost for active members with a paid Inspire a Nation Membership.
All participants must have an active Inspire a Nation paid membership to participate in the Online Workshop.
Not an active member? Sign up at https://www.inspireanation.org/member-application
Freemium Memberships must upgrade to a paid membership level to participate in the Online Workshop
Time: 9:00 AM - 5:00 PM (CENTRAL)
(7:00 PM - 9:00 PM Day 1 - Additional Implementation Support)
Online Web Training - Confirmation sent after completing the registration
ONLINE FIX MY INSURANCE AGENCY WORKSHOP AGENDA
Note: All training times are CENTRAL TIME! Please adjust based on your local time zone.
(Example: 9 AM Central = 10 AM Eastern, 8 AM Mountain, 7 AM Pacific)
Day 1 TRAINING STATIONS
STATION ONE:
9:00 AM – 9:50 AM
Introduction, Training Goals Explained, 4 Types of Discipline, Agency Math Formulas
STATION TWO:
10:00 AM – 10:50 AM
Setup and demonstration of core technology tools
STATION TWO:(Cont’d)
11:00 AM – 12:00 PM
Setup and demonstration of core technology tools
LUNCH: 12:00 PM – 1:00 PM
STATION THREE:
1:00 PM – 1:50 PM
Generating a prospect list, Lead Tracking Methods, and Tools
STATION 4:
2:00 PM – 2:50 PM
Lead follow-up method and timelines, Calendar Blocking best practices
STATION 5:
3:00 PM – 3:50 PM
Selecting Staff KPIs
KPIs or Key Performance Indicators are the foundation of getting the best results from agency staff, tools, and resources
STATION 6:
4:00 PM – 4:50 PM
How to pay, bonus, and commission agency team members
DAY 1 ADDITIONAL ASSISTANCE:
7:00 PM – 9:00 PM
Vendors and Inspire a Nation staff will be available by web meeting to offer additional assistance and support. Each vendor will have a specific web meeting classroom.
DAY 2 TRAINING STATIONS
Note: All training times are CENTRAL TIME! Please adjust based on your local time zone.
(Example: 9 AM Central = 10 AM Eastern, 8 AM Mountain, 7 AM Pacific)
STATION 7:
8:00 AM – 8:50 AM
How to locate, interview, hire, and onboard agency staff members
Hiring, Training, and Accountability are one of the most important leadership-controlled aspects of operating an agency. Our program provides an Employee Handbook, Staff Training Guide, Staff Activities Checklist, and other resources that help with Staffing, Traini ng, and Accountability.
STATION 8:
9:00 AM – 9:50 AM
The New Customer Onboarding Process:
The way you onboard a customer will establish the foundation of the entire relationship. An excellent new customer process will increase premium, increase policies, increase retention, increase referrals, and make customer service more efficient.
STATION 9:
10:00 AM – 10:50 AM
The Endorsement Process
85% of all incoming calls and emails in an insurance agency are some form of endorsement or policy change request. Admin focused tasks such as the Endorsement Process can be time and sales quicksand in an insurance agency if the agency does not have a defined process and accountability standards that make admin and service work revenue-producing tasks in the agency, not just time and sales quicksand tasks.
STATION 10:
11:00 AM – 11:50 AM
The Claims Process
The Claims Process should be more than just a touchpoint, it should be a process that will increase premium, increase policies, increase retention, increase referrals, and make the customer feel informed, safe, and protected.
STATION 11:
1:00 PM – 1:50 PM
The Retention Workflow Process
Retention is the wealth-building foundation of an insurance agency. It is more than re-quoting to find a cheaper price. This session looks at preparing and reviewing customer records for an upcoming renewal, requesting updated information from customers to verify loss runs, worker’s comp info, employee salaries, etc.
STATION 12:
2:00 PM – 2:50 PM
The Policy Review Process
A good policy review process should be a process that not only protects the agency from an E&O complaint, but increases premium, increases policies, increases retention, increases referrals, and adds value to the customer/agency relationship.
STATION 13:
3:00 PM – 3:50 PM
How to buy or sell an insurance agency
This training will overview what an agency needs to do to prepare to acquire another agency, and what an agency leader needs to do to prepare to sell or merge the agency with another agency.
STATION 14:
4:00 PM – 4:50 PM
Final Q & A and Close
After two days of training, demonstrations, and implementation, you will have questions. The final station of the workshop will allow you to ask the questions that not only you but every other Fix My Insurance Agency Online Workshop attendee has on their notepad or in their head.
To register for the workshop visit https://www.inspireanation.org/eventcalendar
Note: Your agency must be an active Inspire a Nation paid member to participate in the Online Fix My Insurance Agency Workshop!
