Does your insurance agency depend on you to keep every task moving?
Leads need follow-up. Quotes need a next step. Customers need service. Staff need clear instructions. You stay busy, but important work still falls through the cracks.
Fix My Insurance Agency By the Numbers Manual and Workbook gives you a clear starting point.
Dr. Billy R. Williams brings more than two decades of insurance agency coaching and mentoring into a practical, paint-by-numbers approach. Learn how to find what needs attention, choose one process, assign the work, and check the results.
Inside, you will explore:
- 1 main job of an insurance professional.
3 buckets of money insurance provides.
4 ways customers prefer to buy insurance and receive service.
5 types of agency staff: Processes, Templates, Technology, Automation, and People.
6 best insurance prospects.
7 reasons people buy insurance.
8 steps to put a process into use.
10 RESPECTFUL marketing methods.
14 core agency processes.
You also get three campaign choices for each prospect group—a total of 18 campaign starting points.
The workbook helps you check your agency foundation, select a campaign, name task owners, set deadlines, and track progress. The final AI section includes two copy-and-paste prompts to help you create a customer follow-up message and a clear lead handoff process.
New agency owners can use it to build their foundation. Existing agencies can use it to verify, correct, and improve the work they already do.
Start with one useful change. Put it to work. Then build on that success.
A prospect asks for a quote. Your team collects the details. Three days later, nobody knows who owns the next step.
That is an agency process worth fixing.
My new Fix My Insurance Agency By the Numbers Manual and Workbook helps you find those gaps and put clear steps in place.
Inside:
- An agency foundation checklist.
4 ways customers want to buy and receive service.
5 types of staff: Processes, Templates, Technology, Automation, and People.
18 campaign starting points for the 6 best prospects.
Guides for the 14 core agency processes.
2 simple AI exercises you can complete with a common AI tool.
Use the workbook to choose one problem, assign the work, and check the result.
Your agency should be able to move work forward without every task landing on your desk.
Visit www.inspireanation.org for book details.
Dr. Billy R. Williams
Inspire a Nation Business Mentoring
