8 REASONS AN INSURANCE AGENT SHOULD JOIN THE INSPIRE A NATION

INSURANCE AGENT MENTORING AND COACHING PROGRAM . . .

Even without structure and processes, your team will always find a way to get things done, so the issue is not that your team needs more things to do, what they want is to be more efficient with the tasks they are already doing.

MEMBERSHIP LEVELS, RESOURCES, AND PRICES

Resources and Support	Level 1  Membership	Level 2 Insurance Agency Management Membership	Level 3 Off-Site Operations Manager
Subscription Price	$179.00/Monthly  $1790.00 /Annual	$399.00/Month  Annual is Available	$1000.00/Month
Memberships Available	Level 1 Monthly YES - Annual Membership is Available	Level 2 Monthly Annual is Available	The Agent/Agency Must be Interviewed and Approved before signing up! Text Your First and Last Name and the phrase "Level 3" to 682-206-3836
Choose the Correct Membership Level	"This Membership is meant for agencies that say "I want the Inspire a Nation Video and Document Library, Inspire a Nation Step-by-Step Checklists, Workflows, Templates, Scripts, and other Resources they provide, as well as a monthly spot-check to keep me and my team accountable!"	"I Need a LOT of help, Some Hand-Holding, some mentoring, assistance training my agency team, and the ability to request help when I need it"	"I Can't, Won't, or Don't Want To Do It Myself"  MUST BE INTERVIEWED FIRST!
Tax Deductible Education Membership	Yes	Yes	Yes
10 - Session Insurance Agent Boot Camp	Yes	Yes	Yes
Monthly One-on-One Mentoring or Agency Level Training and Role-Play Session with Dr. Williams or a Senior Inspire a Nation Team Member	YES = 1X Month	YES = 2X MONTH	YES = WEEKLY
Best Practices Video and Document Library with downloadable, ready to modify and use resources	YES	YES	YES
AI VOICE AND TEXT CHATBOT DEVELOPED AT NO COST?	NO	YES Maintenance not included	YES Maintenance Included
Downloadable Best Practice Email and Text Message Templates	YES	YES	YES
Downloadable Best Practice phone Scripts, Fillable Forms, and Process Workflows	YES	YES	YES
Modifiable Agency Job-Aids, Best Practice Manuals for P&C, Commercial, and Financial Services, Employee Handbook, and 27 Page Work-from-Home Employee Guide	YES	YES	YES
Live 15 - Min Lunch and Learn Training Sessions with access to session recordings 90 - 120 Minute Deep Dive Recorded Training Sessions Throughout the Video Library	YES	YES	YES
Email and Text Message Support During Business Hours	YES	YES	YES
Weekly Automation and Technology Set-Up and Support	NO	YES	YES
Free Data Super Center Inbound Marketing CRM Account (If Needed)	NO	NO	INCLUDED
Free Entry in the 1, 2, or 3 Day Fix My Insurance Agency Workshop (Virtual and In-Person)	No = Monthly Yes = Annual	No = Monthly Yes = Annual	Included if Active at the time of the workshop

                                                   

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

• EASY TO USE TASKS CHECKLIST THAT BREAK THE TASKS INTO A SIMPLE LIST

• EMAIL AND TEXT MESSAGE TEMPLATES

• FORMS, DOCUMENTS, COMPLETE PROCESS AND TRAINING MANUALS

• BEST PRACTICE MARKETING CAMPAIGNS

• LIVE ROLE-PLAY SESSIONS, AND

• MUCH, MUCH, MORE

Inspire a Nation Business Mentoring Memberships

Our expertise is solving the problems that are keeping your agency from growing!

We are a NO CONTRACT service! Stay with us as long as we help you grow your agency and cancel when you are ready.

Choose the Membership Level that works best for you:

Level 1: 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: I need a little hand-holding to get me going and help training me and my team.

Level 3: I want to do as little as possible and I would rather let the Inspire a Nation team set up the tools, processes, and train my team on how to implement the tools and processes.

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!

We easily and quickly help you change the culture of your insurance agency from the 20th century way of doing things to the 21st century way that things need to get done!

Because our mentoring is taught by investors that are also insurance agents, we mentor you on the best automated tasks, processes, and tools that will not only make you a great agency, but will also make your agency more valuable if you needed to get a loan or sell it one day.

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

• 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. Free Data and Marketing Super Center Inbound Marketing Assistant CRM Subscription (If Needed)

 

Note: The Data Super Center Monthly Subscription Fee is waived for Level 2 I.A.N. Monthly Members ( 1 - 15 staff  Only). When the membership is canceled the DMSC monthly subscription returns to full price.

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

Q2. How long will it take before I see results from your insurance agent mentoring program?

A2. Immediately! Starting the first day that you and your team start using any one of our best practice processes or tasks, you will see an impact in one or more of the five "Increase Areas" listed below:

1. Increase Premium
2. Increase Policies
3. Increase Retention
4. Increase Referrals
5. Make Customer Service Easier and More Efficient

Every process, task, and tool we help you implement is designed to immediately impact one or more of the five "Increase Areas."