(Click here to go directly to the application page and the insurance membership levels)

The top two questions that people ask about our Insurance Agent Mentoring Program

Q1. What is the difference between the Level 1, 2, and 3 Membership?

A1. The main differences are:

 

LEVEL 1 MEMBERSHIP

• Level 1 is for agencies that feel as though they have the discipline and the ability to implement processes and tasks in the agency and among the staff without a lot of supervision and accountability. They tend to say "Just give me the resources, check on me once or twice a month and I will do the rest."

Level 1 Insurance Membership - $179.00/Month or $1790.00 Annual 

Level 1 is for agencies that feel as though they have the discipline and the ability to implement processes and tasks in the agency and among the staff without a lot of supervision and accountability. They tend to say "I don't need a lot of help implementing tools and processes, just the resources; and a monthly spot-check and one-on-one mentoring session."

 

LEVEL 2 MEMBERSHIP

For 2026 and 2027 Members that sign up or upgrade to a level 2 membership or higher can participate in the INSURANCE AGENCY VA SEARCH & SCREENING PROGRAM.

Insurance Agency VA Pre-Screening and Interview

We Find. We Screen. We Perform Initial Interview and Refer Them To You. You Interview. You Hire.

Need an experienced Virtual Assistant for your insurance agency? At Inspire a Nation we locate, pre-screen, and perform the initial interview with candidates that have at least 2 years of personal lines or commercial insurance experience.

Qualified candidates complete the initial interview with Inspire a Nation, pass an English proficiency assessments, and take a typing tests before being introduced to your agency.

You make the final hiring decision!

Cost: Included at no additional charge for Inspire a Nation Level 2 (or higher) monthly and annual members.

There's Another Big Advantage!

Our goal isn't just to help you find an experienced Virtual Assistant.

It's to help you build an insurance agency team that can successfully implement the processes taught by Dr. Billy R. Williams and Inspire a Nation Business Mentoring.

When your new VA is introduced to Inspire a Nation from the beginning, it becomes easier to:

• Teach them the Inspire a Nation recommended processes, tasks, and standards.
• Train them to use your agency’s technology tech stack the way it should be used.
• Help them understand their assigned duties.
• Track their work and hold them accountable.
• Implement proven processes for lead follow-up, quoting, customer service, renewals, and more.

How Much Does the Service Cost?

There is no additional charge for Inspire a Nation Level 2 or higher monthly or annual members.

This is a member benefit, not a separate staffing fee.

The program is not currently available to Level 1 DIY members.

Important Information

Inspire a Nation Business Mentoring is an insurance agency coaching and mentoring company, not a staffing agency.

We assist our level 2 or higher members with candidate searches, initial screening, and interview preparation.

Your agency is responsible for making all hiring decisions, verifying qualifications, completing any required background checks, paying the VA, adding the technology stack your agency might need to have a VA support your agency, and managing the VA after hiring.

Ready to Find Your Next Insurance Agency Virtual Assistant?

Join the Inspire a Nation / Fix My Insurance Agency Level 2 (or higher) Insurance Agent Coaching and Mentoring Program and take advantage of our Insurance Agency VA Search & Screening Program.

• Level 2 is for agents/agencies that need and want more direct mentorship from Dr. Williams and his team. They want more accountability, more help with implementation, and more assistance with training the staff and team members in the agency. 

• They tend to say "I know I am not always the best when it comes to implementing processes, training my team, or holding my team accountable. There is no need for me to try to do this by myself when I can count on you and your team to help me with implementation, training, and accountability for both me and the entire agency."

Level 2 Insurance Membership - $399.00/Month 

(Agents that want and require more accountability, coaching, and automation)

1. Agencies that want Level 2 Membership Benefits

(2x one-on-one web mentoring sessions per month) 

2. VIRTUAL ASSISTANT HIRING SUPPORT: We find experienced VA candidates, Pre-screen and qualify them, perform the initial interview, and if they pass our interview, we send them to you to interview and decide if you want to hire them.

This level is for agents/agencies that need some "hand-holding" and "accountabilty" and/or that need automation (or help using existing automation to help grow the agency)

This level is heavy on regular contact with your IAN mentor, accountability, training, and process implementation. Your mentor fills the role of a part-time, off-site agency manager.

This is the perfect level if you are "a little weak in your leadership skills," not technology savvy, and you want to change the culture of your agency.

Do not select this level if you are not serious about turning over control of agency training and staff accountability to your Inspire a Nation Mentor!

(The biweekly sessions will be used to train and role play with agency staff, accountability of process implementation, and technology set-up and use.)

(Click here to go directly to the application page and the insurance membership levels)

 

LEVEL 3 MEMBERSHIP

• Level 3 Operations Manager Membership is our limited membership (We only take on 10 Level 3 Members at a time) Level 3 is for agents/agencies with 25 or less staff that want the Inspire a Nation Team to act as their part-time off-site Agency Operations Manager. 

• They tend to say "I don't want to stress over setting my agency up to be a $10 Million Revenue Insurance Agency. I would rather pay more money for a few months and know that everything is set-up the right way, my staff is being properly trained and held accountable, and that the best marketing campaigns are being implemented. I know I can't do it, or just plain don't want to do it. I will let the Inspire a Nation team handle things."

• An agent/agency must be interviewed and approved for the Level 3 Operations Manager Membership Level.

Once approved and signed up for a Level 3 Membership our team will:

• Set up the technology and automation tools such as Email Templates, Electronic Business Cards, Appointment Scheduling Tools, etc., 

(Exception: New set-up of Agency Management Systems, CRMs/Lead Management Tools. We will help you maximize the use and functionality of these tools, but it is the selling vendor's responsibility for initial set-up, onboarding, and initial training.)

• Train the staff weekly on core processes such as the Endorsement Process, Claims Process, New Business Process, etc.

• Establish, Monitor, and Establish Staff KPIs per position and role in the agency

• Utilize the Data Super Center to create Inbound Marketing Campaigns such as Landing Pages, Inbound Text Message Marketing, Product Hotline Marketing, etc., (If Needed)

• Work with the agent or the agency's dedicated Marketing Assistant to set up marketing campaigns such as Drip Email Marketing,  Outbound Telemarketing Campaigns, LinkedIn and Facebook Marketing Campaigns, etc.,

• Help set up Retention Based Campaigns built around Policy Reviews and Policy Weakness Workflows

Level 3 Off-Site Operations Manager  Membership ($1000.00/Month)

The Level 3 Operations Manager Membership is a limited membership (We only take on 10 Level 3 Members at a time)

Level 3 is for agents/agencies that want the Inspire a Nation Team to act as their off-site Agency Operations Manager.

Our team will:

• Set up the technology and automation tools such as Email Templates, Electronic Business Cards, Appointment Scheduling Tools, etc., 

• Train the staff weekly on core processes such as the Endorsement Process, Claims Process, New Business Process, etc.

• Establish, Monitor, and Establish Staff KPIs per position and role in the agency

• Utilize the Data Super Center to create Inbound Marketing Campaigns such as Landing Pages, Inbound Text Message Marketing, Product Hotline Marketing, etc.,

• Work with the agent or the agency's dedicated Marketing Assistant to set up marketing campaigns such as Drip Email Marketing,  Outbound Telemarketing Campaigns, LinkedIn and Facebook Marketing Campaigns, etc.,

• Help set up Retention Based Campaigns built around Policy Reviews and Policy Weakness Workflows

An agent/agency must be interviewed and approved for the Level 3 Operations Manager Membership Level

 

(Click here to go directly to the application page and the insurance membership levels)

 

LEVEL 4 MEMBERSHIP

The Level 4 Membership is for:

 

Agencies with 25+ Staff Members, Agency Clusters, Aggregators, Multiple Agency Groups, 3rd Party Consultants, Virtual Assistants, Carriers, etc., must join as a level 4 member to access the Video Library. (See our comprehensive Terms of Use) (Level 4 Membership Information)

The Inspire a Nation Team will work with ONE DESIGNATED REP from the agency, group, cluster, carrier, or consultant service to set up all tasks and tools listed on this Setup Checklist. It is the responsibility of the Designated Rep to implement the tools and tasks within their organization.

(Note: Inspire a Nation can support the ENTIRE organization with group training webinars, conference calls, and in-person training events. In-person training events require a separate agreement, are fee-based, and the organization is responsible for all travel and hotel cost to bring in an Inspire a Nation Mentor for in-person training)

Level 4  Large Insurance Agency, Insurance Carriers, Groups, Clusters, Aggregators, and Consultants that want to offer and use our materials as part of their offerings and resources.

Membership - $2500/Month 

One Year Contract Required

Membership Guidelines = 25+ agency Staff or Multiple Agencies (Agencies, not agency offices that are part of the same agency)

All staff/team members must share a common email address domain to be considered part of the same agency. (i.e. name@sameagencyname.com)

The Email Domain will be the deciding factor when determining separate agencies and entities.

The Inspire a Nation Team will work with ONE DESIGNATED REP from the agency, group, cluster, carrier, or consultant service to set up all tasks and tools listed on this Setup Checklist. It is the responsibility of the Designated Rep to implement the tools and tasks within their organization.

(Note: Inspire a Nation can support the ENTIRE organization with group training webinars, conference calls, and in-person training events. In-person training events require a separate agreement, are fee-based, and the organization is responsible for all travel and hotel cost to bring in an Inspire a Nation Mentor for in-person training)

Email us at helpdesk@inspireanation.org for more information

OUR MAIN PURPOSE IS NOT TO GIVE YOU MORE INFORMATION!

ANYBODY CAN LOAD YOU UP WITH BOOKS FILLED WITH INFORMATION.

OUR MISSION IS TO TRANSFORM YOUR AGENCY & SHOW YOU HOW TO REACH YOUR DESIRED AGENCY GOALS BY GIVING YOU A PROVEN RECIPE TO FOLLOW, NOT A GROCERY LIST OF INFORMATION.

OUR MENTORING PROGRAM WILL CHANGE THE CULTURE AND TRAJECTORY OF YOUR INSURANCE AGENCY BY PROVIDING:

• WEEKLY, BI-WEEKLY, OR MONTHLY ONE-ON-ONE MENTORING, COACHING, AND ROLE-PLAY SESSIONS WITH DR. WILLIAMS OR ONE OF HIS EXPERT MENTORS,

• STEP - BY STEP PROCEDURE MANUALS AND PROCESSES THAT MAKE IT ALMOST PAINT-BY-THE-NUMBERS SIMPLE TO IMPLEMENT PROCESSES IN YOUR AGENCY,

• VIDEO TRAINING THAT MAKES IT EASY FOR YOU TO DUPLICATE THE PROCESS

• SCREENCAPTURE PDFs THAT ARE EASY TO FOLLOW

• LEVEL 2 OR HIGHER = INSURANCE AGENCY VA SEARCH & SCREENING PROGRAM. WE FIND. WE SCREEN. YOU INTERVIEW. YOU HIRE. 

• EMAIL AND TEXT MESSAGE TEMPLATES

• FORMS, DOCUMENTS, COMPLETE PROCESS AND TRAINING MANUALS

• BEST PRACTICE MARKETING CAMPAIGNS

• LIVE ROLE-PLAY SESSIONS, AND

• MUCH, MUCH, MORE

HOW DO I GET THE BEST RESULTS FROM THE INSPIRE A NATION INSURANCE AGENT MENTORING PROGRAM?

1. Follow our Recommended Action Steps,
2. Schedule Your Technology Setup Sessions with Billy's Assistant,
3. Schedule Your Agency One-on-One Mentoring and Role-Play Sessions with Billy or a Senior Mentor,
4. Let Us Spot-Check and Hold Your Agency Accountable for Implementing Processes,
5. and . . . We Can Coach and Mentor Your Agency To New Heights!