Fix My Insurance Agency $10 Million Insurance Agency
2-Day Virtual Workshop (See the Agenda Below)
Monday and Tuesday, January 31 – February 1, 2022
COST?
1. Free to all ACTIVE, Inspire a Nation Member Insurance Agents/Agencies and all agency staff members. (Must be an active member on the days of the workshop)
(Click here to go to the Biweekly Training Page to log in and retrieve the discount code to enter on the $10 Million Agency Workshop Registration Page)
2. $179.00 for all non-member agents and agencies. Use this link to register and pay:
Because we will share proprietary Forms, Scripts, Templates, Workflows, etc., each attending agency must be an active member on the day(s) they attend the workshop.
You can easily cancel your membership at the conclusion of the workshop, but only active member agents/agencies will be able to participate.
Q. Is there a limit to the amount of agency staff members that can attend the workshop?
A. No. The reason we chose to keep it as a web-based event is to allow all agency team members to attend the session(s) that will provide the most value to the role/position the hold in the agency.
We strongly suggest that each team member only attend the sessions that will benefit them most; do not try to attend every session, every day.
Here is the link to register for workshop:
https://attendee.gotowebinar.com/register/6082978131198927374
2-Day Web-Based Workshop
Monday and Tuesday, January 31 – February 1, 2022
The workshop will teach you how to add $10 Million in revenue (Independent Agency) or $10 Million in premium (Captive Agency) to your insurance agency using a step-by-step, assembly-line approach.
The 2 – Day Virtual Workshop is broken down into 14 Assembly Line Training Stations and Topics.
(You must be an active Inspire a Nation Member Agency on the dates of the workshop)
CLICK ON THIS LINK OR THE "REGISTER NOW" BUTTON BELOW TO REGISTER
https://attendee.gotowebinar.com/register/6082978131198927374
See the Agenda Below
Don't try to attend every single session, choose the specific session(s) and the best person(s) in the agency to benefit from the session(s).
The real test of extraordinary processes is not just how they work when things are going good, but how they hold up when things go wrong.
The insurance agency process developed by the "trial-and-error" based tracking of the Williams Family Investment Group's insurance agencies and taught to member insurance agencies of Inspire a Nation Business Mentoring excelled during the coronavirus pandemic.
Everything from our focus on recommended coverage standards, using automated, templated communication tools, our use of Declined Coverage Forms, video for quote proposals and policy reviews, to our emphasis on agency-level mobile applications, allowed Inspire a Nation mentored agencies to maintain or increase their sales, retention, and revenue, during the pandemic shutdown.
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: Laying the Foundation
9:00 AM – 9:50 AM
Introduction, Training Goals Explained, Reviewing the $10 Million Agency Questionnaire, Reviewing the "Strong vs Weak" Agency Leader Questionnaire, Reviewing the "How Much Money is Your Agency Leaving on the Table" Spreadsheet.
STATION TWO: Agency Standards
10:00 AM – 10:50 AM
Establishing Recommended Agency Coverage Standards, Role-Play the Possible Consequences When a Customer Declines the Agency's Recommended Coverage.
STATION THREE:( Cont'd)
11:00 AM – 12:00 PM
Creating and Updating the Agency's Carrier Guideline Spreadsheet
LUNCH: 12:00 PM – 1:00 PM
STATION FOUR:
1:00 PM – 1:50 PM
Using the Endorsement Process to generate new business and increase retention
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. Suppose the agency does not have a defined process and accountability standards that make admin and service work revenue-producing tasks; in that case, admin tasks will become time and sales quicksand.
STATION FIVE:
2:00 PM – 2:50 PM
Using the Claims Process to increase referrals, life insurance, and increase retention.
STATION SIX:
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 SEVEN:
4:00 PM – 4:50 PM
How to pay, bonus, and commission agency team members
DAY 2 TRAINING STATIONS
STATION EIGHT:
9:00 AM – 9:50 AM
Marketing Tools Necessary to Build a $10 Million Insurance Agency
This session overviews the various marketing tools every agency should have in place when building a $10 Million Insurance Agency. Tools include Google Tools and Services, P.E.T.S. with Video Tools (Phone, Postal Mail, Email, Text Messaging, and Video), and Search Engine Optimization Tools.
STATION NINE:
10:00 AM – 10:50 AM
The First 10 Recommended Marketing Campaigns to Build a $10 Million Insurance Agency
This session deep dives into the 5 Best Insurance Prospects and the 10 Main Marketing Methods to reach them.
STATION TEN:
11:00 AM – 12:00 PM
Setting Up a Real-World Marketing Campaign!
No More Theory . . . In Real-Time, I will help one of the agency's attending the Online Workshop set up an active marketing campaign.
LUNCH: 12:00 PM – 1:00 PM
STATION ELEVEN:
1:00 PM – 1:50 PM
The New Customer Onboarding Process:
The agency did a lot of marketing and lead follow-up to get a new customer; now, you have to properly onboard them!
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 TWELVE:
2:00 PM – 2:50 PM
The Retention Workflow Process
Retention is the wealth-building foundation of an insurance agency. It is more than re-quoting to find a lower 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 THIRTEEN:
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.
STATION FOURTEEN:
4:00 PM – 4:50 PM
Final Q & A and Close
After two days of training, demonstrations, and implementation, you will have questions. The workshop's final station will allow you to ask what you and every other workshop attendee have on their notepad or in their head.
CLICK ON THIS LINK OR THE "REGISTER NOW" BUTTON BELOW TO REGISTER
https://attendee.gotowebinar.com/register/6082978131198927374
