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Thank you for your interest in pre ordering the 2017 "How to Build a $10 Million Insurance Agency" Workbook and Electronic Checklist.

The full workbook will be available 7/24/2017. Because you are pre ordering, your order confirmation will include a .ics calendar link that will allow you to automatically download the first 21 agency tasks with instructions into your favorite calendar tool on your desktop or mobile device. 

This allows you to get started right away, before receiving your workbook!


You can pre order the 2017 "How to Build a $10 Million Insurance Agency" Workbook and Electronic Checklist in one of two ways:

1. Order the printable Workbook and Checklist for $49.00 using your PayPal account by using the "Buy Now" button below.

2. Order by credit card by using the form below

Order the $10 Million Insurance Agency Workbook and Electronic Checklist

Fill out my online form.

Congratulations! You are about to acquire the best workbook and instruction manual available in the insurance industry.


Our president and writer of the "How to Build a $10 million Insurance Agency" manual, Billy R. Williams, PhD., is an investor in various types of insurance agencies.

In addition, he works with many of the top captive and independent insurance agents throughout the United States.

This insider access gives him and his team the ability to implement, monitor, and track which conversations, processes, and tools are working and which ones are a waste of time, money, and effort. This manual is a culmination of the years of implementation, tracking of results, and successful agency growth.

This is the manual that the “Insurance Gurus” order and use as the reference tool for most of their coaching programs!


Need more info? See our Q and A below!


The workbook will:


Provide the agency with a daily, weekly, monthly, and annual tasks plan: Knowing what tasks to do is important, but so is knowing when to do them. You will never have to wonder what tasks and processes you and your agency staff should focus on, if you follow our plan. 

Written in a short, easy to read, "Twitter" style, this workbook will make it super easy for you to understand what and how to implement the best processes for your agency.

Everything from marketing, to endorsements, to lead tracking formulas is covered in this workbook.

The workbook is chocked full of links to forms, audio snippets, and other resources to help clarify the tasks and processes.

The workbook also provides a .ics calendar link which will allow you to load the first 21 tasks and detailed explanations into your favorite calendar tool. Again, you will never have to wonder what tasks and processes you and your agency staff should focus on, they will be right there in your calendar, with detailed instructions. 


The focus of the How to Build a $10 Million Insurance Agency in 5 Years program is to give you tools and processes that do 6 things for your agency:

Increase premium

•Increase policies

•Increase retention

•Increase referrals

•Make customer service more efficient for the long-term growth of the agency

Provide you with a detailed list of the best agency management, customer service, and marketing processes and tools available to an agency and staff


Special Note: While you will be taken to a PayPal checkout page, you DO NOT need a PayPal account to order the workbook.

1. Select the PayPal tab 

2. Update the amount of workbooks you want to purchase

3. When you hit submit, you will possibly see large wording that says Paypal recognizes that you have an account, if you do not want to sign in, look right beneath that large wording and in small wording you will see a"Pay with a debit or credit card" link.

5. Hit submit and your transaction with process.

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