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How to Build a $10 Million Insurance Agency 

Electronic Weekly Tasks Calendar (with Audio Instructions) for P&C Insurance Agencies

Not sure what tasks you should focus on each week to grow your insurance agency?

You can instantly load 21 weeks of the specific weekly marketing and operations tasks with audio instructions that it takes to build a $10 Million Insurance agency into your favorite desktop calendar like Outlook or a mobile calendar like your Google Calendar or ICal , for free? 

Simply load our electronic Weekly Tasks Calendar with step-by-step tasks and audio instructions into your favorite desktop or mobile calendar by using this ICal link: http://bit.ly/First21Tasks

The calendar is updated regularly, so if you loaded the calendar to your Outlook or ICloud calendar more than two weeks ago, delete it and reload it to get the most recent updates.

Btw. . . you do not have to be a member to download our tasks calendar.

Who are we? 

We are Inspire a Nation Business Mentoring and we are an elite training, coaching, and mentoring company that specializes in helping "insurance agents" around the globe to grow their business.

We utilize an online, fully automated, 24 X 7 acces Video and Document Library to deliver short, comprehensive, over-the-shoulder type training to our members and provide checklists, scripts, email templates, forms, and more. 

Here is an example of our video training:

In addition, a member is authorized a 60 Minute one-on-one video, accountability and mentoring implementation session with an IAN mentor. This one-on-one web session is a critical piece of the overall mentoring program and allows us to fully train the agent and their staff on specific processes and tasks.

Who do we work with?

The marketing methods and processes that we've created and mastered for insurance agents produce  almost a $Billion annually in new and renewal sales.

Many of the top Insurance Agencies in America use or processes and tools to help grow their agency.

Insurance Journal Top 100 P/C Agency  

Not sure if your agency needs help? Simply answer the 5 questions below.

Q1. Does your average new staff hire stay with the agency less than 1 year? If yes, your agency is broken.

Q2. Does the agency staff maximize customer events such as endorsement requests, reported claims, new customer follow-up contacts, policy reviews, and even rate increase conversations as opportunities to x-sell, up-sell, drive referrals, gather testimonials, and drive retention? If not, your agency is broken.

Q3. Does your pay plan include any consequences for staff not following the established agency processes and conversations? If not, the agency is broken.
Q4. Does the agency staff fully utilize the automation and technology that is available to them? If not, the agency is broken.
Q5. Does the agency consistently perform the prospecting and marketing tasks necessary to reach your weekly and monthly sales goals? If not, the agency is broken.

What benefits will I see if I properly utilize your Insurance Agency Mentoring Service?

  • An Increase in Effective Marketing Activities
  • An Increase in Monthly: Item, Policy, and Premium Production
  • An Increase in Customer Satisfaction and Retention
  • A Reduced Number of Premium Decrease Endorsements
  • An Increase in the  Number of Premium Increase Endorsements
  • A Reduced Number of Broker of Record Request to Leave the Agency
  • An Increased Number of Broker of Record Request to Join the Agency
  • An Increase in Referrals
  • An Increase in Testimonials
  • A More Accurate and Sanitized Customer and Contact Database
  • More Efficient and Effective Use of the Agency's Technology
  • An Effective Process for Interviewing, Hiring, Training, and Accountability of Agency Staff
  • A More Profitable and Successful Agency

How do we know? Because we went from a 1 person shop to a group of member and partner agencies that produce over $600 Million in annual sales in under 8 years, while selling a product that can be found on almost every corner in America, Insurance!

Want immediate answers to your small business questions? Email us at helpdesk@inspireanation.org


Inspire a Nation was started because our president was sick and tired of all the b.s. that was being served up to insurance agents as "the best marketing tools or services available." Insurance Agents need to get back to the reality of operating an insurance agency.

The reality is that there are 5 Best Insurance Prospects and 21 Core Processes and Tasks that must happen in an agency if you want to be a top level agency and you and your team need to master them. 

The 5 Best Insurance Prospects are:

  1. Your Current Customers;
  2. Referrals from your current customers and other professionals that refer you;
  3. Prospects that have shown an active interest in your product or service by: performing an online search, requesting a quote, attending a presentation such as a webinar or live event, signing up for a newsletter, downloading material from your site, etc.,
  4. Prospects that bought your product in the past such as former customers of yours or another agency;
  5. People that have a possible upcoming need for your product or service such as: x-dates, new home buyers, new movers, new baby in the house, etc.
Your primary marketing goal is to engage them by using marketing methods such as email, SEO, social networking, telemarketing, postal mail, text messaging, etc.

This is reality and the more time and money you waste on gimmicks instead of core marketing, prospecting, and core agency processes, the further behind your competition you fall.

Watch this short video

How to Fix Your Broken Insurance Agency in 12 Weeks - Excerpt

Please switch to another browser or click on the link below if the video doesn't play in your browser


Calendar Integration

As part of our Insurance Agent Membership Program you will receive access to our 12 Week Insurance Agency and New Staff Onboarding best practices that annually produce over $900 Million in new and renewal premium for our partner and member agencies.

In Addition, the first 21 recommended tasks and instructions can be easily loaded into your calendar tool by using our .ics calendar link. We eliminate the worry of what to do next!

How can you tell if you have a broken insurance agency?

Simply answer these 5 questions
Q1. Does your average new staff hire stay with the agency less than 2 years? If yes, your agency is broken.
Q2. Does the agency staff maximize customer events such as endorsement requests, reported claims, new customer follow-up contacts, policy reviews, and even rate increase conversations as opportunities to x-sell, up-sell, drive referrals, gather testimonials, and drive retention? If not, your agency is broken.
Q3. Does your pay plan include any consequences for staff not following the established agency processes and conversations? If not, the agency is broken.
Q4. Does your staff do what they want to do instead of what is best for the agency? If yes, the agency is broken.
Q5. Is prospecting an afterthought in the agency as opposed to being top of mind with every customer and contact interaction? If yes, your agency is broken.

Website Quick Links

Sign up for an Insurance Agent Mentoring Membership

Small Insurance Agency Monthly Recurring Membership – $129.00/Month 

(Check out our special pricing for insurance agencies, insurance groups, or insurance consultants that want to use our materials and resources)


1. A Monthly one-on-one web mentoring accountability and implementation session.

2. Access to the award winning Inspire a Nation Video and Document Library with step-by-step job aids, scripts, and resources.

3. Biweekly mentoring sessions on various topics that are important to running a small business.

4. Subscription to the Inspire a Nation E-Newsletter with tips and tricks that will keep you and your team motivated and engaged with tasks and campaigns that are important in your agency.

2. Small Business Virtual Mentoring Membership (120 Day Jump Start) ($29.00/month)

This version of our mentoring program was created specifically for non-insurance based small businesses that want to learn how to market and operate their business using low cost tools and processes that will help you succeed regardless of your industry type. More importantly, they need to get their business at full capacity in 120 days or less.

The short step by step videos, screen capture job-aids, and sales and marketing scripts will give you the foundation you need to grow your small business.  

Cost? $29.00/month! Click here to sign up!

3. Free marketing plans and business growth tools that will not only work for insurance agencies, but for any type of small business.

4. The Data and Marketing Super Center CRM

Automated Contact Management, Drip Email, Landing Pages, Text Messaging, Deal Tracking

Built-in Business Phone Number, Business Hotline, and more, in one low cost tool! 

The Data and Marketing Super Center CRM  (Marketing Campaign Manager)

Cost: $74.95/month (Price includes ALL of the features and functionality shown below

This low cost, easy to use MCM (Marketing Campaign Manager) is the most advanced, low cost, high functionality MCM available to a small business today.

In today's fast paced environment a small business must automate to keep pace with their competitors. Every minute you spend managing your prospects by spreadsheet or not using technology such as business text messaging, social networking, web forms, landing pages, and trigger based automated emails, is a day that you fall further behind your competition. Yes you heard me right, you are trading a minute for a day.

Built in functionality such as a dedicated business phone number, 2-way business text messaging, drip email, pre-built landing pages, video email, and deal tracking are only a few of the amazing tools that the DMSC provides to a small business.

It has all of the tools and functionality that you would normally spends $100's or $1000's per month to use, provided it in one easy-to-use MCM.

Cost: $74.95/Month

Click here for more information

How 2 Make Your Business a Magnet for Inbound Prospects

This book will change how you market your business FOREVER!

This is an Amazon Best Seller!



 You can order the "How to Build a $10 Million Insurance Agency" E-Book in one of two ways:

 1. Order the downloadable PDF version with Electronic Calendar Uploads here on our site for $49.00

 2. Order the Kindle version on Amazon for $34.95 by using this link - http://www.amazon.com/dp/B01DFXH1D2

Check out the # 1 Amazon downloaded e-book in the insurance niche by Dr. Billy Williams.

(Order the paperback version for $9.99 by clicking here:


Or, order the Amazon Kindle Version below for $4.99 


Stop wasting money because of your agency leadership style?

Take this Short Quiz: Are You a Weak, Strong, or Average Insurance Agency Leader? Find out in under 30 seconds by clicking here http://bit.ly/agencyleaderquiz 

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